HiringCafe
Join our community

56 wealth advisor jobs at 31 companies in Dallas, TX

3mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Fort Worth or United States
$125k-$175k/yr FieldFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, financial planning experience preferred; CFP®/CFA preferred; bachelor’s in finance/business/economics preferred.
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Advisor (Dallas)
Dallas, Texas, United States
OnsiteFull Time
SWBC
SWBC: Diversified financial services including insurance, mortgages, and investment management.
3+ YOEBachelor's degree in business/finance/marketing, Series 7 and 63 and Group I Life & Health insurance licenses, 3+ years as a financial advisor, valid driver’s license, local travel, strong communication and organizational skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
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.
Job PostingView all
2w
Save
Mark Applied
Hide
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
3d
Save
Mark Applied
Hide
Private Wealth Advisor
Dallas, Texas, United States
$200k-$225k/yr OnsiteFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Private Bank Wealth Advisor III
Dallas, Texas, United States
OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
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.
Job PostingView all
4w
Save
Mark Applied
Hide
Senior Wealth Advisor
Dallas, Texas, United States
$240k/yr HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
7+ YOE7+ years financial services experience, bachelor\u0002s degree required, Series 65 or CFP required, experience with high net worth clients, proficiency with eMoney and MoneyGuide Pro, proven sales success.
eMoney, MoneyGuide Pro
Job PostingView all
2mo
Save
Mark Applied
Hide
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.
Job PostingView all
4w
Save
Mark Applied
Hide
Wealth Advisor (Producer)
Fort Worth, Texas, United States
$100k-$150k/yr OnsiteFull Time
Strittmatter Wealth
Strittmatter Wealth: Provides financial planning and investment management for high-net-worth clients.
5+ YOE5+ years financial planning experience in client-facing roles; proven client conversion/onboarding; CFP designation and Life & Health insurance license; Bachelor's degree; proficiency with Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, VeoOne.
Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, VeoOne
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Business Advisor
Dallas or Houston
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's in business/finance required, 5+ years working with affluent clients, retail and business lending experience, Series 7/66 and NMLS/SAFE compliance, strong sales, presentation, and financial planning skills.
Microsoft Office, CRM
Job PostingView all
6d
Save
Mark Applied
Hide
Associate Wealth Advisor
Southlake, Texas, United States
$75k-$80k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Providing independent fiduciary wealth management and financial advisory services.
2+ YOEBachelor’s degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, financial planning knowledge, analytical skills, attention to detail, and clean U4.
CRM, Microsoft?
Job PostingView all
3d
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
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.
Job PostingView all
6d
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
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.
Job PostingView all
2w
Save
Mark Applied
Hide
Executive Wealth Services Advisor
Boston or Dallas or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
7+ YOE7+ years planning-related experience desired; advanced knowledge of tax, trust, estate, equity and executive compensation planning; JD/CPA/CFP desired; strong communication and critical thinking.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
Job PostingView all
1w
Save
Mark Applied
Hide
Wealth Management Advisor II
Dallas, Texas, United States
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOEBachelor's degree or equivalent experience; 8 years of financial-services sales or client-service experience; Series 7, 66 or 63 and 65, life insurance and variable annuity licenses; SAFE Act registration; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, Nationwide Mortgage Licensing System (NMLS)
Job PostingView all
3mo
Save
Mark Applied
Hide
Integrity Wealth-Head of Advisor Field Management
Dallas, Texas, United States
OnsiteFull Time
Integrity Marketing Group
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
15+ YOE15+ years in advisor-facing leadership within broker-dealer/RIA/wealth platform; proven growth and retention; knowledge of independent advisor economics; licenses: Series 7, 24, 66; travel willingness; bachelor's degree; advanced degree preferred.
Job PostingView all
2w
Save
Mark Applied
Hide
Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
BrassRing
Job PostingView all
2mo
Save
Mark Applied
Hide
Senior Advisor, Trust & Wealth Management - Dallas, TX
Dallas, Texas, United States
OnsiteFull Time
Texas Regional Bank
Texas Regional Bank: Community bank offering personal and commercial financial services.
10+ YOEBachelor's degree, 10+ years client-facing asset/wealth management experience, Series 65 required (or within 60 days), clean Form U4, CFA/CFP preferred, Microsoft Office proficiency, strong communication and leadership skills.
Microsoft Office
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy and timeliness of client materials, deepen client relationships, and support daily team activities; client-centric, self-starter, tech-adaptive.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Job PostingView all

Explore Jobs

Expand Your Job Search