99 private wealth jobs at 20 companies in Dallas, TX
5d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
4+ YOERequires 4+ years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; client relationship, business development, analytical, and interpersonal skills.
1w
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
4+ YOERequires 4+ years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client networks, sales or business development skills, analytical ability, and ethical client focus.
5d
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Private Wealth Advisor
Dallas, Texas, United States
$200k-$225k/yr OnsiteFull Time
5+ YOEBachelor’s degree in finance, business, or related field; 5–7+ years in wealth management or a high-growth environment; success serving high-net-worth clients; Series 65 required; strong communication and Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
1mo
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Private Bank Wealth Advisor III
Dallas, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 5+ years wealth management/financial advisory/sales experience, securities and life insurance licenses preferred, strong communication and multitasking skills.
3mo
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Human Capital Management, Private Wealth Management Recruiter, Vice President, Dallas
Dallas, Texas, United States
OnsiteFull Time
7+ YOEMinimum 7 years in private wealth management recruitment or related talent acquisition; strong relationship management, negotiation, and project management skills.
1w
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Director of Private Wealth Markets
Fort Worth or Dallas
OnsiteFull Time
6+ YOERequires a bachelor's degree, 6–8 years as a trust manager or officer, people management, communication and sales skills; CPA, CFP, law degree, or ABA designation preferred.
Microsoft Word, Microsoft Outlook
1mo
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ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in finance/business/accounting,2+ years financial services experience,strong attention to detail,professionalism,proficiency with Microsoft Office; familiarity with Salesforce and Addepar a plus.
Microsoft Office, Salesforce, Addepar
2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
1mo
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Regional Wealth Manager
Houston or Plano or Gulfport or Alabama or Florida or Louisiana or Mississippi or Tennessee or Texas
OnsiteFull Time
10+ YOE7+ MgmtBachelor's in business/finance required; 10+ years private banking/wealth experience and 7+ years management. Series licenses and life & health licenses strongly preferred. Strong communication, client service, analytical skills and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint
3mo
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U.S. Private Bank – Private Banker – Vice President
Dallas, Texas, United States
OnsiteFull Time
6+ YOESix+ years in private banking or financial services; bachelor’s degree; Series 7, 66 and insurance licenses required; strong sales and client network; knowledge of investments, wealth planning, credit, and banking; client-focused.
Series 7, Series 66, Insurance, Investments, Wealth planning, Credit
1mo
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Wealth Strategist
Dallas or Houston
OnsiteFull Time
7+ YOELaw degree required; 7+ years private law or transfer-tax/trusts & estates experience for UHNW clients; Series 7 & 66 or ability to obtain in 120 days; strong tax/legal research and writing; MS Office and estate-planning tools proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Brentmark Estate Planning Tools (aka NumberCruncher)
1w
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Private Bank Operations Team Lead
Richardson or Fort Worth or Houston or Dallas or Austin or Plano or San Antonio
OnsiteFull Time
5+ YOEFive years in private wealth, supervisory or management experience, strong client service and analytical skills, Microsoft Office proficiency, and Series 7 and 65 licenses or willingness to obtain them within 90 days.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Windows, FISERV Signature, SalesForce CRM
2mo
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Private Client Advisor
Dallas, Texas, United States
$90k-$100k/yr HybridFull Time
3+ YOE3+ years in customer-facing sales in investment/wealth sectors; undergraduate degree in business/economics/marketing; multilingual; strong communication; extensive international network; proficient in CRM and research.
Microsoft Office, CRM
1mo
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Senior Investment Strategist - Private Wealth
Dallas or St. Louis
$141k-$208k/yr HybridFull Time
8+ YOE8+ years in investment management, financial planning, or brokerage; college degree or equivalent; strong communication, leadership, and portfolio construction expertise; experience with investment platforms and regulatory knowledge.
2w
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Senior Credit Underwriter/Credit Underwriter II - Custom Lending - Global Wealth & Investment Management
Charlotte or Miami or Chicago or Atlanta or Dallas or Houston
$89k-$175k/yr OnsiteFull Time
2+ YOEPerform credit risk and repayment capacity analysis for complex custom lending; strong financial analysis, negotiation, and communication skills; 2+ years commercial or private wealth credit experience (10+ for senior role); proficiency in Microsoft Office and credit documentation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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FY27 - Financial Services - Private Client Services - Tax Manager
Boston or Chicago or Dallas or Hoboken or Irvine or Los Angeles or New York City or United States
$107k-$195k/yr HybridFull Time
5+ YOEBachelor's degree, CPA or licensed attorney, 5+ years in professional services or tax, estate and wealth planning, federal/state personal and trust taxation, flow-through and C-Corp experience, team management, and automated tax processing knowledge.
1d
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Portfolio Strategy Manager
Dallas, Texas, United States
OnsiteFull Time
5+ YOERequires 5–10 years in investment-related roles, private wealth and nonprofit portfolio management experience, financial markets, private markets, asset classes, and investment tax implications knowledge. CFA progress preferred.
Bloomberg, Caissia, Morningstar, eMoney, Tamarac
1d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
6d
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Family Office Accountant
Dallas, Texas, United States
$135k/yr OnsiteFull Time
5+ YOEFive or more years of hands-on accounting experience; family office, private wealth, trust, or multi-entity accounting preferred. Bachelor's degree preferred, with strong reconciliation, reporting, tax support, Excel, and SharePoint skills.
Microsoft Excel, Microsoft SharePoint
5d
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Senior Manager, Alternative Investment Analyst
Southlake, Texas, United States
$110k-$150k/yr HybridFull Time
3+ YOERequires 3+ years in alternative investment analysis, credit underwriting, risk management, wealth management, private banking, or HNW lending; experience reviewing alternative investment structures and documentation; strong credit analysis skills.
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