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219 wealth jobs at 66 companies in Plano, TX

2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
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3mo
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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.
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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
Hancock Whitney
Hancock WhitneyNasdaq: HWC: Provides regional banking, lending, and investment management services.
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
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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
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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.
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Wealth Advisory Manager
Southlake or Dallas or San Francisco or New York City or Seattle or San Diego or Naples
$100k-$140k/yr HybridFull Time
BakerAvenue
BakerAvenue: Provides wealth management and investment advisory services to high-net-worth clients.
3+ YOE3+ years client-facing advisory experience in wealth management; CFP preferred; 4-year degree in finance-related field; proficiency with MoneyGuide Pro, eMoney, Orion, Salesforce, Excel and PowerPoint; strong financial and communication skills.
MoneyGuide Pro, eMoney, Orion, Salesforce, Microsoft Excel, Microsoft PowerPoint
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4w
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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.
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1w
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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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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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3w
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Wealth Strategist
Dallas or Houston
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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)
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2w
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Wealth Strategist
Dallas or Scottsdale or Dayton or San Francisco
$65k-$75k/yr HybridFull Time
Parallel Advisors
Parallel Advisors: Independent wealth management and financial planning firm.
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
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3w
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Associate Wealth Advisor - Hightower Signature Wealth
Dallas, Texas, United States
OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOE3+ years in investment management, CFP® or working toward CFP, Series 65 or 66, knowledge of financial planning concepts, strong communication and analytical skills, experience with eMoney/Salesforce/Tamarac.
eMoney, Salesforce, Tamarac
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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
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
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.
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2mo
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Wealth Client Relationship Manager
Frisco, Texas, United States
$63k-$88k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
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
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1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
Westwood Holdings Group
Westwood Holdings GroupNYSE: WHG: Offers investment management and private wealth advisory services.
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
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2w
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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
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1mo
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Senior Wealth Strategist
Dallas or Houston
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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
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2w
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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
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1mo
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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.
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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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4w
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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
BOK Financial
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
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.
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