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138 relationship advisor jobs at 47 companies in Dallas, TX

1mo
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Senior Relationship Advisor
Dallas, Texas, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth-management expertise, typically 12–15 years experience; college degree or equivalent required; JD preferred; strong leadership, negotiation, and advisory skills; U.S. work authorization required.
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1mo
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Advisor Relationship Manager
Urbandale or Dallas
OnsiteFull Time
Integrity Marketing Group
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
2+ YOE2–4 years financial industry experience, associate’s degree or equivalent preferred, Iowa insurance license within 60 days, CRM proficiency, strong communication and troubleshooting skills.
CRM
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1mo
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
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2mo
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Part-Time Client Advisor, Clearfork
Fort Worth, Texas, United States
$21-$23/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Part-time client advisor with customer focus; luxury retail experience preferred; strong communication and relationship-building skills.
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1mo
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Wealth Advisor (Dallas)
Dallas, Texas, United States
OnsiteFull Time
SWBC
SWBC: Provides insurance, mortgage, and investment services to institutions and individuals.
3+ YOEBachelor's degree in business/finance/marketing, Series 7 and 63 and Group I life & health insurance licenses, 3+ years financial advisor experience, driver's license, local travel ability, strong communication and relationship management skills.
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2w
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Part-Time Client Advisor, Clearfork
Fort Worth, Texas, United States
$21-$23/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused retail advisor with strong sales mindset; luxury retail experience preferred; ability to learn product knowledge and use clienteling tools; excellent communication and relationship skills.
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Account Advisor
Arlington, Texas, United States
RemoteFull Time
Nuvant Consulting Group
Nuvant Consulting Group: Provides strategic business consulting and personalized financial advisory services.
High school diploma or college preferred; strong communication and relationship skills; comfortable working independently; client service or sales experience a plus.
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1w
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Beauty Advisor
Garland, Texas, United States
OnsitePart Time
Ulta Beauty
Ulta BeautyNASDAQ: ULTA: Largest US beauty retailer selling cosmetics and salon services.
1+ YOEOne year of relevant experience is preferred. Requires guest service and selling skills, basic technology proficiency, customer relationship building, troubleshooting, and flexible availability.
Point of Sale system, Apple devices
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3w
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Sales Advisor
Plano, Texas, United States
$60k-$175k/yr OnsiteFull Time
Sonic Automotive
Sonic AutomotiveNYSE: SAH: Retailer of new and used vehicles and automotive services.
Guide guests through the sales process, process appraisals and paperwork, perform test drives, present financing options, and maintain product knowledge and customer relationships.
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1w
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Financial Advisor
Rockwall, Texas, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, collaboration, and continuous learning.
proprietary planning software
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3mo
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Financial Advisor
Fort Worth, Texas, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree; licenses including Life/Accident & Health, SIE, Series 6/7/63; strong relationship-building, communication, time-management, and entrepreneurial drive.
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6d
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Financial Advisor
North Richland Hills, Texas, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Ambition, self-motivation, relationship-building, critical thinking, and interest in financial markets; one qualifying background plus required FINRA registrations and state insurance licenses.
Social media, FINRA, SEC
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3mo
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Financial Advisor
Austin or Dallas
HybridFull Time
CORDA Investment Management
CORDA Investment Management: A client-centered wealth management firm delivering investment management, financial planning, and tax strategy.
2+ YOEExperience in wealth management; Series 65/7/66; 2+ years; ability to manage high-net-worth client relationships; proficiency in MS Office; Salesforce a plus.
Microsoft Office, Salesforce
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5d
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Client Advisor
Urbandale or Sunrise or Houston or Dallas or Atlanta
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOEBachelor’s degree, insurance industry experience, and 5+ years managing client relationships, preferably in transportation or commercial insurance. Requires project management, communication, analytical, and stakeholder skills.
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2w
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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.
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2mo
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Marketing Advisor
Southlake or Frisco
OnsiteFull Time
Compass
CompassNYSE: COMP: Technology-enabled residential real estate brokerage and agent software platform.
2+ YOE2+ years marketing experience, strong communication and project management, marketing strategy across channels, proficiency with Adobe Creative Suite/InDesign, ability to manage agent relationships and execute campaigns.
Adobe Creative Suite, InDesign
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2mo
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Solution Advisor
Dallas, Texas, United States
$114k-$144k/yr OnsiteFull Time
Blue Yonder
Blue Yonder: Provides cloud-based digital supply chain and retail fulfillment software.
5+ YOEBachelor’s degree in Supply Chain Management, Business, Computer Science, or related field; 5+ years in solutions advisory or consulting in supply chain software; strong communication and client relationship skills; project management proficiency.
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1mo
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Wealth Advisor
Dallas, Texas, United States
HybridFull Time
GuideStone
GuideStone: Provides retirement, insurance, and investment services to Christian ministries.
3+ YOEBachelor’s degree or equivalent experience, 3+ years in relationship management or financial services, Series 6/63/65 licenses required, CFP/CEBS preferred, strong communication and organizational skills, proficiency with Microsoft Office and GuideStone systems, travel up to 10% annually.
Microsoft Office, GuideStone system applications
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4d
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Associate Academic Advisor
Denton or Frisco
$40k/yr HybridFull Time
University of North Texas System
University of North Texas System: Provides comprehensive higher education and research in North Texas.
Bachelor's degree required. Strong presentation, communication, problem-solving, computer application, relationship-building, and independent-work skills required.
computer applications
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2mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
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