363 wealth jobs at 70 companies in Mesquite, TX
2d
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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
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.
3mo
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Senior Wealth Advisor
Fort Worth or United States
$125k-$175k/yr FieldFull Time
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.
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
2mo
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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.
18h
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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.
19h
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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
3d
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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.
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.
6d
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
10+ YOEBachelor's degree and 10+ years of relevant experience required. Requires advanced financial modeling, UHNW wealth planning, tax-aware transfer concepts, leadership, and strong presentation skills.
Microsoft Excel
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)
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
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.
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)
1mo
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Wealth Advisor
Dallas, Texas, United States
HybridFull Time
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
3w
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Wealth Strategist
Dallas or Scottsdale or Dayton or San Francisco
$65k-$75k/yr HybridFull Time
Bachelor's degree required; Series 65 license required or must pass within 4 months; strong Excel and CRM skills; strong communication, organizational, analytical skills.
MoneyGuide Pro, Salesforce, Microsoft Excel
1mo
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Wealth Servicing Operations Leader
Saint Paul or Atlanta or Knoxville or Charlotte or Milwaukee or Overland Park or Englewood or Saint Louis or Los Angeles or Fargo or Oshkosh or Gresham or Cincinnati or Tempe or Owensboro or Irving
$133k-$157k/yr OnsiteFull Time
Experience in wealth servicing or high-touch client operations with leadership in operations/contact centers, strong performance management, risk/compliance knowledge, and cross-functional influence; bachelor’s preferred.
2mo
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Wealth Client Relationship Manager
Frisco, Texas, United States
$63k-$88k/yr HybridFull Time
2+ YOE2+ years in wealth management or client-relations; FINRA registrations (Series 7, 63, 65, 66); Life/Health insurance license; strong communication; ability to manage high-net-worth relationships.
FINRA, Series 7, Series 63, Series 65, Series 66, Life Insurance License, Microsoft Excel
2mo
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Senior Wealth Strategist
Dallas or Houston
OnsiteFull Time
10+ YOEBachelor's degree and CFP, JD, CPA, or LLM required; 10+ years in financial/estate planning; advanced expertise in estate, tax, insurance, investment and cash flow planning; strong communication and sales experience.
Life360
1mo
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Wealth Advisor (Dallas)
Dallas, Texas, United States
OnsiteFull Time
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.
1mo
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Wealth Advisor (Dallas)
Dallas, Texas, United States
OnsiteFull Time
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.
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