Last updated: 2025-06-06
22 Wealth Management jobs in Dallas.
Hiring now: Onboarding Operations Associate @ Farther, Various Professional Opportunities @ Hcvt, Private Client Relationship Manager @ Citizens, Financial Advisor @ Ameriprise, Advisor @ Brighton J, Tax Sr Associate @ Calvetti F, Financial Planning Specialist @ Busey, Wealth Management Client Services Specia @ Busey Bank, Alternative Investment Sales Specialist @ Lincoln Fi, Director Of Investment Operations @ Allworth F. Explore more at at jobswithgpt.com
š„ Skills
wealth management (7)
client relationships (6)
financial planning (5)
Wealth Management (4)
project management (3)
process improvements (3)
client experience (3)
compliance (3)
financial products (2)
Customer Service (2)
š Locations
Dallas (14)
Fort Worth (3)
Plano (3)
Frisco (1)
Farther
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experienceā¦
Onboarding Operations Associate
Dallas
- Skills: onboarding operations, wealth management, financial services operations, project management, client communication, custodian platforms, asset movements, process improvements, conversion management, financial products
- Experience: 3-5 years of experience in financial services operations
HCVT
HCVT is a professional services firm offering Tax, Audit, Advisory, and Business Management services. We serve private and public companies, high-net-worth indā¦
Various Professional Opportunities
Fort Worth
- Skills: Tax, Audit, Advisory, Business Management, Private Equity, High-Net-Worth Individuals, Diversity, Remote Work, Team Collaboration, Training and Development
- Type: Full-time
Citizens
Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, anā¦
Private Client Relationship Manager
Plano
- Skills: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
- Type: Full-time
Ameriprise Financial
Weāre a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people inā¦
Financial Advisor
Plano
- Skills: financial planning, client relationships, marketing plan, coaching, networking, training, entrepreneurial spirit, goal-oriented, financial advisor, compliance
- Experience: 3+ years of work experience with a proven track record of success.
- Type: Full-time
Brighton Jones
At Brighton Jones, we're not just looking for high performersāwe're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer theā¦
Advisor
Dallas
- Skills: client service, analytical support, operational support, administrative support, client acquisition, client implementation, client retention, collaboration, community involvement, professional development
Farther
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experienceā¦
Senior Manager of Client Experience
Dallas
- Skills: client experience, wealth management, financial operations, people management, team development, service standards, client satisfaction, process improvements, high-growth environment, relationship building
- Experience: 5+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience.
- Type: Full-time
Calvetti Ferguson
Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering buā¦
Tax Senior Associate
Dallas
- Skills: tax engagements, client relationships, technical review, IRS, state tax notices, training, mentoring, tax planning, public accounting, technical tax research
- Experience: 2-3 years or more of experience, preferably in public accounting
- Type: Full-time
Busey
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Financial Planning Specialist
Frisco
- Skills: financial planning, client meetings, data analysis, tax law, professional designations, communication skills, project management, numerical data, complex financial plans, problem solving
- Salary: $60,000-$90,000 annually
Busey Bank
Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent.
Wealth Management Client Services Specialist
Dallas
- Skills: wealth management, client services, customer service, sales support, compliance, teamwork, client onboarding, risk mitigation, financial services, communication skills
- Experience: two or more years related experience in the financial services industry with high net-worth clients preferred
- Type: Full-time
- Salary: $26.44 - $33.65/Hour
Lincoln Financial
Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.
Alternative Investment Sales Specialist Account Executive
Dallas
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
- Salary: $190,000 - $480,000
Allworth Financial
An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Established in Sacramento, Cā¦
Director of Investment Operations
Dallas
- Skills: investment management, financial planning, portfolio accounting, data integrity, financial systems, process improvement, client satisfaction, team leadership, data analysis, regulatory compliance
- Experience: Minimum 5 years of experience in the financial services industry
- Type: Full-time
Brighton Jones
A wealth management firm focused on Wealth Alignment and serving over 4,000 clients with over $26 billion in assets.
Tax Lead Advisor
Dallas
- Skills: wealth management, tax planning, client relationships, consultative approach, personal goals, business goals, tax compliance, estate planning, gift tax, charitable planning
Ameriprise Financial
A diversified financial services leader with more than $1 trillion in assets under management and administration.
Client Service Associate
Plano
- Skills: servicing clients, financial plans, investment research, transactions, client meetings, new business paperwork, marketing events, administrative duties, client correspondence, team
- Experience: 3-5 years relevant experience
- Type: Full-time
Busey
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Wealth Management Client Services Specialist
Dallas
- Skills: Client Engagement, Wealth Management, Compliance, Customer Service, Sales Support, Risk Mitigation, Account Management, Financial Services, Client Onboarding, Regulations
- Type: full_time
- Salary: {'min': 26.44, 'max': 33.65, 'period': 'hourly', 'currency': 'USD'}
Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsiā¦
Ultra High Net Worth Portfolio Strategist
Dallas
- Skills: Market Analysis, Portfolio Management, Wealth Planning, Analytical Thinking, Client Investments Management, Client Solutions Advisory, Networking, Strategic Thinking, Business Acumen, Collaboration
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}
Farther
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experienceā¦
Senior Manager of Client Experience
Dallas
- Skills: client experience, financial services, operations, wealth management, people management, process improvements, client onboarding, financial operations, high-net-worth clients, fintech
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}
Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā¦
Market Client Relationship Manager
Fort Worth
- Skills: Wealth Management, Client Service, Risk Management, Investment Products, Financial Advisors, Operations Management, Trend Analysis, Compliance, Team Leadership, Digital Solutions
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}
Busey Bank
Busey is committed to delivering service excellence and values a diverse and inclusive workplace. They strive to recruit, develop, and retain individuals with ā¦
Wealth Advisor
Dallas
- Skills: Wealth Management, Investment Strategy, Financial Planning, Client Relationships, Sales Opportunities, Asset Allocation, Tax Planning, Estate Planning, Regulatory Compliance, Client Service
- Type: full_time
- Salary: {'min': 113000.0, 'max': 145000.0, 'period': 'annual', 'currency': 'USD'}