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Marsh

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Private Client Advisor
Seen active today Posted Jun 14
Dallas, TX, United States Entry

Role highlights

  • As our Private Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current…
  • We’d love to meet you if your professional track record includes these skills: 2 + years’ personal lines insurance experience…

Bank of America

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Private Client Advisor II- Executive Coverage
Seen active today Posted Aug 11
Dallas, TX, United States Mid Full Time $225k-298.3k/yr

Role highlights

  • Job Description: This job is responsible for providing exceptional client service and coverage to corporate executives through our Executiv…
  • Key responsibilities include focusing on deepening client relationships to provide best in class service to Executives.

Bank of America

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Wealth Management Client Associate
Seen active today Posted Aug 5
Dallas, TX, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Wells Fargo

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Senior Wealth Management Banking Coordinator (SAFE)
Seen active 2 days ago Posted Jul 31
Dallas, TX, United States Senior Full Time

Role highlights

  • Ability to take initiative with work independently with minimal supervision in a structured environment Intermediate Microsoft Office (Word…
  • Experience in a support role within a banking and trust environment Experience interpreting policies, procedures, and compliance requiremen…

Hubinternational

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Senior Wealth Advisor
Seen active today Posted Jul 20
Dallas, TX, United States Senior Full Time $240k/yr

Role highlights

  • Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms Represent and communicate various investmen…
  • The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to…

Huntington

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Private Bank Wealth Advisor III
Seen active today Posted Jul 8
Dallas, TX, United States Mid Full Time

Role highlights

  • Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to ful…
  • Basic Qualifications: Bachelor’s Degree State Life and Health Licenses required to be obtained within 90 days of hire At least…

South State Bank

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Premier Private Banker V - Dallas, TX
Seen active today Posted Jul 3
Dallas, TX, United States Mid Full Time

Role highlights

  • Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue res…
  • ESSENTIAL FUNCTIONS Actively participates in a business development plan to increase the Bank’s loan and deposit portfolio Manages full-ser…

Morgan Stanley

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Digital Assets VP- Wealth Management Operations Strategy
Seen active 3 days ago Posted Jun 25
Dallas, TX, United States Senior Full Time $93k-140k/yr

Role highlights

  • This VP will operate with a high degree of autonomy, influence senior stakeholders, and shape the operational roadmap for innovative…
  • Read on… What you'll do in the role: > Strategic Leadership and Communication > Develop strategy and execution plans for…

SWBC Investment Services LLC

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Wealth Advisor (Dallas)
Seen active yesterday Posted Jun 23
Dallas, TX, United States Mid Full Time

Role highlights

  • Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net w…
  • SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan.

SWBC Investment Services LLC

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Wealth Advisor (Dallas)
Seen active yesterday Posted Jun 23
Dallas, TX, United States Mid Full Time

Role highlights

  • Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net w…
  • SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan.

Hightower

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Wealth Advisor - Hightower Signature Wealth
Seen active 3 days ago Posted Aug 16
Dallas, TX, United States Mid

Role highlights

  • The Role We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication…
  • Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advi…

Bank of America

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Registered Wealth Management Client Associate
Seen active today Posted Jun 8
Dallas, TX, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Registered Wealth Management Client Associate
Seen active yesterday Posted Jun 8
Dallas, TX, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping…

Henley & Partners - The Firm of Global Citizens®

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Private Client Advisor
Seen active today Posted Jun 1
Dallas, TX, United States Mid Full Time

Role highlights

  • + 3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management.
  • As a Private Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct…

Allworth Financial

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Wealth Management Associate
Seen active yesterday Posted May 19
Dallas, TX, United States Entry

Role highlights

  • SUMMARY: The Wealth Management Associate partners closely with their assigned external sales representatives and advisors working to promot…
  • The Wealth Management Associate works actively as part of a cross-functional, centralized support team to: (1) Serve as the first…

More roles at Allworth Financial

PNC

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Financial Advisor - PNC Wealth Management
Seen active today Posted Apr 7
Irving, TX, United States Mid Full Time

Role highlights

  • At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
  • PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirem…

Mercer Advisors

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Wealth Advisor
Seen active yesterday Posted Feb 20
Dallas, TX, United States Mid

Role highlights

  • Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the…
  • Job Skills: Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts Has achieved core…

More roles at Mercer Advisors

State Street

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Wealth Strategy Analyst & Product Management, Officer (Wealth...
Seen active today Posted Aug 5
Dallas, TX, United States Mid Full Time $60k-101.2k/yr

Role highlights

  • Experience in product management for wealth custody, clearing, trading, and digital wealth platforms.
  • The ideal candidate will have exposure across : account onboarding, cash management , transfers, trading, rebalancing, performance reportin…

Truist Bank

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Wealth Business Advisor
Seen active today Posted Jul 3
Dallas, TX, United States Mid Full Time

Role highlights

  • Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship a…
  • Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range…

BNY External Career Site

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Senior Portfolio Manager - BNY Wealth
Seen active yesterday Posted May 14
Dallas, TX, United States Senior Full Time

Role highlights

  • We’re seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team.
  • Direct a significant portion of assets under management (AUM), and oversee larger or more complex relationships/accounts that are strategic…

Frost Bank

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Wealth Portfolio Management Analyst I
Seen active today Posted Aug 11
Dallas, TX, United States Mid Full Time

Role highlights

  • Who you are: As a Wealth Portfolio Management Analyst I with Frost, you are our quality control.

BNY

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Senior Specialist, Client Coverage
Seen active yesterday Posted Aug 18
Dallas, TX, United States Senior

Role highlights

  • Job Description We’re seeking a future team member for the role of Senior Specialist, Client Coverage to join our Wealth…
  • You will develop an understanding of existing client needs and coordinate the delivery of tailored solutions aligned with the firm’s…

94-1687665 Bank of America, National Association

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Relationship Banker
Seen active yesterday Posted Aug 17
Dallas, TX, United States Entry Full Time

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

Farther

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Client Experience Associate, Advisor Dedicated
Seen active today Posted Aug 13
Irving, TX, United States Entry

Role highlights

  • You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service…
  • The Role This is a high-trust, high-autonomy role built to give one of our advisors a true right hand.

More roles at Farther

Allied Universal

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Client Portfolio Manager Security
Seen active today Posted Aug 12
Fort Worth, TX, United States Mid Full Time

Role highlights

  • The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and eng…
  • Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region.
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