Last updated 2026-06-24
112 Wealth Management jobs in Dallas ()
Browse 112 Wealth Management jobs across Dallas, including Client Service Associate, Relationship Banker/Senior Relationship Banker, Personal Banker II, Personal Banker, and Private Client Advisor roles. Listings are updated hourly and include salary data where available.
Wealth Management jobs in Dallas
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in Dallas from companies including Candidate Experience Site - Lateral, Bank of America, 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc, Candidate Experience site, Wells Fargo, BOK Financial, and Frost Bank.
- Common titles include Client Service Associate, Relationship Banker/Senior Relationship Banker, Personal Banker II, Personal Banker, and Private Client Advisor.
- Roles span entry, senior, mid, and intern levels.
- Recent postings include relationship manager, relationship banker, wealth management, financial representative, and personal banker roles.
- Most listed roles are in Dallas (83), with openings also in Fort Worth (11), Irving (6), Southlake (3), and Colleyville (2).
- Reported pay for Wealth Management jobs near Dallas ranges around $75,000-$204,000 annually (P25-P75 across 27 postings that disclosed pay).
- Explore Wealth Management salaries in Texas in Salary Explorer.
Wealth Management jobs in Dallas
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in Dallas from companies including Candidate Experience Site - Lateral, Bank of America, 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc, Candidate Experience site, Wells Fargo, BOK Financial, and Frost Bank.
- Common titles include Client Service Associate, Relationship Banker/Senior Relationship Banker, Personal Banker II, Personal Banker, and Private Client Advisor.
- Roles span entry, senior, mid, and intern levels.
- Recent postings include relationship manager, relationship banker, wealth management, financial representative, and personal banker roles.
- Most listed roles are in Dallas (83), with openings also in Fort Worth (11), Irving (6), Southlake (3), and Colleyville (2).
- Reported pay for Wealth Management jobs near Dallas ranges around $75,000-$204,000 annually (P25-P75 across 27 postings that disclosed pay).
- Explore Wealth Management salaries in Texas in Salary Explorer.
Snapshot updated 14m ago
Dallas
entry
HOW YOU WILL FULFILL YOUR POTENTIAL A Wealth Management Professional (WMP) on the APS team will be expected to: Liaise…
Dallas
senior
Responsibilities Your Role: Lead and manage a team of managers and staff, providing guidance and support Execute strategic plans to…
Manage profile OUR STORY OUR SERVICES OUR CLIENTS INSIGHTS CAREERS OUR STORY OUR SERVICES OUR CLIENTS INSIGHTS CAREERS MANAGE PROFILE…
Dallas
entry
This role manages a team of Relationship Managers (RMs) and Retirement Counselors (RCs), driving consistent client experience, plan sponsor…
Senior Advanced Planning Solutions Consultant United States and 2 more (Remote) Posted on 04/14/2026 Trending Cetera is seeking a highly…
Irving
entry
Full Time
Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and…
Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing
Jun 22
Dallas
senior
Full Time
$70k-130k/yr
Role Description & Opportunity State Street Wealth Custody and Clearing is seeking a Service Lead to deliver a high-quality, relationship-f…
This individual combines strong client service instincts, operational knowledge, and sound judgment to resolve issues, support transactions…
Client Service Associate
Jun 22
Dallas
entry
Full Time
The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of…
This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver…
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Financial Planning AnalystJun 18
Dallas
entry
What You'll Do Facilitate the regulatory onboarding of US Global Banking and Markets clients in an efficient, compliant and client-centric…
Purpose Assists in the onboarding of new client relationships, working with the business lines and clients.
Managing Director, Wealth
Jun 19
Dallas
senior
Full Time
$185k-230k/yr
Duties & Responsibilities Drive new business development efforts within a designated market, leading the local Wealth Advisory team to achi…
The director ensures client satisfaction and retention through the delivery of top-tier service and full-service wealth management solution…
Client Advisor
Jun 19
Dallas
senior
Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management n…
Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relation…
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Private Client AdvisorJun 14
Dallas
senior
Full Time
$60k-80k/yr
The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operatio…
Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client…
Colleyville
senior
Full Time
Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services…
Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients…
Dallas
mid
Full Time
$70k-120k/yr
As a Financial Advisor Transition Consultant, you will partner with our recruiting teams and field leadership to provide a delightful…
Must-have Bachelor’s degree or job-related experience Minimum of 1-3 years’ experience at a wealth management firm Proven dedication to and…
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Client AssociateJun 3
Dallas
senior
The International Client Advisor supports a complex book of global clients through coordination, execution, and ongoing client service, ens…
Ability to communicate clearly and professionally and develop strong client relationships.
Dallas
senior
Team Leadership & Development Manage and mentor a team of fixed income traders, fostering a culture of excellence, accountability, and…
Familiarity with portfolio management and fixed income analytics platforms (Aladdin, YieldBook, Bloomberg PORT, or comparable).
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Relationship ManagerApr 30
Benefits Manager
Jun 16
Irving
mid
We're looking for a Benefits Manager to own Farther's benefits function end-to-end.
Also a must Strong vendor management skills and comfort holding brokers and carriers accountable Proficiency in Rippling or similar HRIS…
Personal Banker II
Jun 16
Carrollton
mid
Full Time
This is necessary to effectively educate customers on these products Provide transactional services to include accepting deposits, payments…
What you’ll do: Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers Maintain…
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Private Banking Officer IIMay 15
Fort Worth
mid
Full Time
$75k-90k/yr
Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all tr…
This role is responsible for helping clients with complex trading, servicing and relationship needs.
Dallas
mid
Full Time
The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure successful financial prof…
The position will process a variety of non-routine transactions and handle escalated issues or problems related to transitioning a new…
Arlington
mid
Full Time
$25-26.77/hr
Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Manager, Financial Advisors
Jun 15
Dallas
mid
Full Time
Collaborate across Personal Wealth teams to enhance policies, staffing plans, and operational processes Offer technical guidance on financi…
Lead and develop a team of IC5 Mass Affluent Advisors through coaching, performance management, and goal setting Hire and onboard…
Personal Banker
Jun 15
Dallas
mid
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations.
While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank product…
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Family Office Consultant IJun 11
Client Service Associate
Jun 12
Dallas
entry
$54k-65k/yr
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing…
Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
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Director, Financial PlanningJun 11
Retirement Consultant
Jun 11
Dallas
mid
$80k-100k/yr
In this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants.
Requisition #: 76189 The Role at a Glance We are excited to bring on a Bilingual Retirement Consultant within Retirement…
Senior Trust Officer
Jun 10
Dallas
senior
You will ensure client satisfaction of trust beneficiaries and referring financial advisors in support of business objectives.
Leadership Organizational and Prioritization Certifications CTFA (Certified Trust Financial Advisor) Internal Application Policy: Internal…
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Trust Officer SeniorMay 17
Private Wealth Associate
Jun 10
Dallas
entry
Full Time
This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets posit…
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relatio…
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