338 wealth management jobs at 62 companies in Plano, 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.
1mo
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
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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.
1w
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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.
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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.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Bachelor's degree required; 1-3 years preferred in client service or financial industry; strong communication and organizational skills; must obtain SIE, Series 7 and 63 within three months; ability to work under pressure.
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
3w
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Senior Director Wealth Management Strategy
New York or Frisco
$192k-$269k/yr OnsiteFull Time
8+ YOE8+ years consulting or strategy experience, bachelor\u0002s degree or equivalent, managerial experience, strong analytical, client management and executive communication skills; MBA preferred.
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Senior Director Wealth Management Strategy
New York City or Dallas
$192k-$269k/yr HybridFull Time
8+ YOE8+ years in strategic or internal/external consulting, Bachelor's degree or equivalent required; managerial experience, strong analytical, client management and executive communication skills; ability to structure ambiguous problems.
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Sr. Manager, Digital Wealth Advisory Offer Management
Austin or Westlake
$100k-$170k/yr OnsiteFull Time
8+ YOE8+ years in wealth management or related financial services and 6+ years in offer/product strategy. Must evaluate opportunities, build business cases, use data/market insights, navigate governance/regulatory issues, and influence senior leaders.
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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
2w
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Dallas, Texas, United States
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required; graduate degree preferred. Requires 2–5+ years of related experience in product management, investment banking, consulting, corporate development, business analysis, or strategy.
AI, advanced analytics
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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
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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.
2w
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Boston or Dallas or Austin or Irvine
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required (graduate preferred); 2+ years related experience in product, strategy, consulting, or finance; product lifecycle, stakeholder management, and presentation skills; familiarity with custody, clearing, trading, and integrations.
2mo
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 acceptable), advanced investment product knowledge, client service orientation, strong communication, and ability to learn new technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
1+ YOEHolds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, 1+ year experience, strong client service skills, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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.
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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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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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