333 wealth management jobs at 69 companies in DeSoto, TX
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
3d
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Senior Director, Wealth Management - Frisco, TX
Frisco or Dallas
$155k-$180k/yr HybridFull Time
8+ YOERequires 8+ years in financial services, FINRA Series 7 and Series 66 or equivalent Series 63 and 65, and team leadership experience. Wealth management experience and Series 24 are preferred.
AI
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
2d
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Senior Director, Wealth Management - Frisco, TX
Frisco, Texas, United States
$155k-$180k/yr OnsiteFull Time
8+ YOERequires 8+ years in financial services, FINRA Series 7 and Series 66 or equivalent Series 63/65 combination. Wealth management, team leadership, talent development, and client relationship experience preferred.
AI
1mo
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Wealth Management Risk Consultant II
Tulsa or Dallas or Fort Worth or Kansas City or Oklahoma City or Phoenix
OnsiteFull Time
5+ YOEBachelor's degree and 5-7 years of wealth management experience (or 9+ years equivalent); experience with account reviews, controls, audits, and regulatory compliance; strong communication and analytical skills.
3mo
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Wealth Management Associate
Dallas or Addison
OnsiteFull Time
3+ YOE4-year degree in finance or business; 3+ years sales support; client service/relationship mgmt a plus; Salesforce/CRM a plus; strong organization and communication; willing to learn financial services.
Salesforce, MS Office, Excel, Word, PowerPoint
2d
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Wealth Management Advisor
Fort Worth, Texas, United States
$100k-$150k/yr OnsiteFull Time
5+ YOERequires 5+ years of client-facing financial advisory experience, an established book of business, strong planning and investment knowledge, bachelor's degree or higher, insurance and securities licenses, and a clean compliance record.
CRM
1mo
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Wealth Management Associate, Disbursement Team - Wealth Advice Center
Dallas, Texas, United States
OnsiteFull Time
Bachelor's degree required; SIE before start; Series 7 and Series 66 to be obtained within 150 days; client-focused with strong communication, detail orientation, and Microsoft Suite proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel
3w
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Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
Bachelor's degree, financial services background, strong communication and analytical skills, project or people management experience preferred, and SIE, Series 7, and Series 63 required within three months.
1d
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Intern - Wealth Management (Dallas, TX)
Dallas, Texas, United States
OnsiteMultiple Commitments Available
0+ YOEHigh school diploma or GED required; finance or accounting studies preferred. Up to 1 year of experience preferred but not required. Requires strong math, communication, organization, and computer skills plus unrestricted US work authorization.
Windows, Mac, Microsoft Office, Internet Explorer, Outlook
4d
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Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
High school diploma or equivalent required. Seeks a motivated, client-focused self-starter with strong communication, judgment, adaptability, computer application skills, and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
1+ YOEHigh school diploma or GED, 1 year of experience, strong client service and communication skills, adaptability, and proficiency with Microsoft Office applications and Salesforce. FINRA credentials and investment knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
3mo
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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.
3d
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Wealth Management Intern (Summer 2027, Dallas)
Dallas, Texas, United States
OnsiteMultiple Commitments Available
Currently pursuing a bachelor's degree, ideally as a rising junior or senior, with basic financial planning and investment knowledge, strong analytical, organizational, communication, and client service skills.
Microsoft Office Suite, Microsoft Excel
3mo
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Vice President, Wealth Management Investigations Attorney
Dallas, Texas, United States
OnsiteFull Time
5+ YOEJuris Doctor and bar admission required; 5+ years conducting internal investigations and/or regulatory enforcement matters; strong oral/written advocacy, analytical skills, and ability to manage high-volume matters and supervise outside counsel.
2mo
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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
1w
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Associate Wealth Manager
Dallas, Texas, United States
HybridFull Time
1+ YOEBachelor’s degree in a related field, CFA Level I or CFP exam required, and 1+ year of financial planning or wealth management experience. Requires strong communication, analytical, research, and project management skills.
CRM, Money Guide Pro, eMoney, Vanilla, Holistiplan, Tamarac, Addepar
3mo
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Director, International Wealth Technology (260955)
Dallas, Texas, United States
OnsiteFull Time
Senior technology leader to deliver wealth/asset management solutions, lead delivery teams, define product roadmaps, manage stakeholders/vendors, and drive migration from legacy to modern platforms in a regulated financial environment.
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