29 Wealth Management jobs in Dallas.

Hiring now: Wealth Advisory Support A @ Busey Bank, Retirement Service Rep Fi @ Adp, Trust Officer Ii @ Bank Of Am, Client Exp Associate @ Farther, Sr Personal Banker @ Northern T, Sr Asset Mgr @ Stronghold, Associate Advisor Analyst @ Brighton J, Client Consultant Private @ Yieldstree, Private Wealth Associate @ Bernstein , Retirement Plan Services @ Busey Weal.Explore more at jobswithgpt.com.

🔥 Skills

communication skills (6) client service (6) Advisory (5) financial planning (5) operational support (4) wealth management (4) Risk Management (4) Financial Services (4) Tax (4) Audit (4)

đź“Ť Locations

Dallas (18) Plano (7) Fort Worth (4)
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Busey Bank

Wealth Advisory Support Associate Dallas
Skills & Focus: client experience, operational support, wealth management, client onboarding, event coordination, compliance, customer contact, communication skills, financial services, organizational skills
About the Company: Busey Bank is committed to serving clients with excellence while maintaining a focus on team diversity and inclusiveness.
Experience: Two or more years related experience in the financial services industry with high net-worth clients preferred.
Salary: $20.26 - $24.31/Hour
Type: Full-time
Benefits: Competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medica…

Adp

Retirement Service Representative (FINRA LICENSE REQUIRED) Dallas
Skills & Focus: retirement, client service, financial wellness, investment products, employee education, account transactions, call quality, satisfaction, FINRA licenses, CRM system
About the Company: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 1+ year of Client Service/Customer Service or Finance/Banking experience
Type: non-exempt/hourly

Bank Of America

Trust Officer II Dallas
Skills & Focus: Business Development, Client Management, Risk Management, Wealth Planning, Client Experience, Advisory, Decision Making, Presentation Skills, Financial Analysis, Planning
About the Company: Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We are dedicated to being a diverse an…
Type: Full-time

Busey Bank

Tax Specialist Dallas
Skills & Focus: tax reporting, trust returns, tax preparation, tax research, e-filing, wealth advisors, fiduciary accounts, numerical data analysis, communication skills, project management
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Experience: Tax preparation experience or accounting background preferred
Salary: $58,000 - $70,000/Year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…

Farther

Client Experience Associate Dallas
Skills & Focus: client service, wealth management, relationship management, operational support, onboarding, ACATs, transfers, custodians, financial industry, efficiencies
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 2+ years of previous work experience in a similar position
Salary: Competitive compensation package
Type: Full-time
Benefits: Full health benefits + 401(k) matching & Roth options; Unlimited PTO
Onboarding Operations Associate Dallas
Skills & Focus: onboarding operations, wealth management, financial services operations, project management, client communication, custodian platforms, asset movements, process improvements, conversion management, financial products
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 3-5 years of experience in financial services operations
Benefits: Competitive compensation package that rewards impact, full health benefits, 401(k) matching & Roth IRA options, unlimit…

Bank Of America

Portfolio Manager I (PM I) Dallas
Skills & Focus: Investments, Management, Client, Investment Strategies, Portfolio Management, Risk Management, Client Communication, Asset Allocation, Trade Execution, Compliance
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Type: Full-time

Northern Trust

Sr Personal Banker Dallas
Skills & Focus: banking products, client service, account management, cross-selling, regulatory compliance, financial services, problem solving, communication skills, business operations, team collaboration
About the Company: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern…
Experience: Previous years of related banking experience required
Type: Full-time
Benefits: Flexible and collaborative work culture, commitment to assisting communities, opportunity for career movement within th…

Busey Bank

Financial Planning Specialist Dallas
Skills & Focus: financial planning, Wealth Advisor, data analysis, professional designations, tax law changes, Microsoft Office, project management, communication skills, numerical data interpretation, performance incentives
About the Company: Busey Bank is a financial institution that values diversity and aims to deliver service excellence through a diverse and inclusive workforce.
Experience: 2 - 4 years
Salary: $60,000 - $90,000/Year
Type: Full-time
Benefits: Busey provides a competitive benefits package including 401(k) match, profit sharing, employee stock purchase plan, pai…
Wealth Management Client Services Specialist Dallas
Skills & Focus: Client Services, Wealth Management, Customer Service, Sales Support, Compliance, Risk Mitigation, Client Engagement, Onboarding, Mentorship, Financial Services
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. It delivers service excellence t…
Experience: Two or more years related experience in the financial services industry with high net-worth clients preferred.
Salary: $26.44 - $33.65/Hour
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life i…

Stronghold Investment Management

Senior Asset Manager Dallas
Skills & Focus: investment decisions, asset management, financial modeling, cash flow optimization, due diligence, asset acquisitions, technical oversight, stakeholder engagement, risk management, private equity
About the Company: Stronghold Investment Management (“Stronghold,” “SIM,” or “the Firm”) is a technology-driven, vertically integrated investment manager focused on real-assets a…
Experience: 7-10 years of asset management, financial planning, or upstream oil & gas operations experience.
Salary: $150,000 — $180,000 USD
Type: Full-Time
Benefits: Market-competitive compensation; Fully paid benefits (Medical, Dental and Vision); Fully Funded HSA (with HDHP); 401k +…

Brighton Jones

Associate Advisor - Analyst Dallas
Skills & Focus: client service, analytical support, operational support, administrative support, wealth alignment, client acquisition, client retention, team collaboration, curiosity, personal growth
About the Company: Brighton Jones is the largest RIA in the Pacific Northwest with a mission to align clients' time and money with their values and passions to empower more purpo…
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, path to ownership for every team me…

Yieldstreet

Client Consultant - Private Client Group Dallas
Skills & Focus: consultative selling, investor relations, high-value relationships, education, AUM, financial services, alternative investments, client engagement, relationship building, cross functionality
About the Company: Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That…
Experience: 3-5 years
Type: Full-time
Benefits: Competitive compensation packages including equity, Health, dental & vision coverage with FSA/HSA options, Unlimited PT…

Farther

Paraplanner Dallas
Skills & Focus: financial planning, wealth management, financial advisors, client experience, financial analyses, financial products, investment opportunities, risk assessments, financial planning software, RIA
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 1-3 years of experience in financial services or wealth management
Type: Full-time
Benefits: Competitive comp package that rewards impact, Full health benefits + 401(k) matching & Roth options, Unlimited PTO

Bernstein Private Wealth Management

Private Wealth Associate Dallas
Skills & Focus: asset allocation, capital markets, portfolio analytics, wealth planning, client service, financial advisors, investment management, communication skills, analytical skills, team players
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Type: Full-time

Busey Wealth Management

Retirement Plan Services Advisor Dallas
Skills & Focus: retirement plan sales, analytical skills, communication skills, client relationships, investment advice, government regulations, proposal creation, financial planning, employer clients, community networking
About the Company: Busey Wealth Management offers a range of services and has undergone a merger with CrossFirst Bank, which will operate as a separate subsidiary.
Experience: 5 or more years retirement plan service experience.
Salary: $75,000 - $110,000/Year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, paid time off, medical, dent…

Brighton Jones

Advisor Dallas
Skills & Focus: client service, analytical support, operational support, administrative support, client acquisition, client implementation, client retention, collaboration, community involvement, professional development
About the Company: At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the…
Benefits: Opportunities for personal and professional growth, programs like MESI Training, teammate-led Giving, Richer Life Partn…

Farther

Certified Financial Planning Specialist Dallas
Skills & Focus: financial planning, RIA Sales, stock options, private equity, equity compensation, retirement planning, education planning, client consultations, planning processes, fintech environment
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 5+ years of financial planning experience
Salary: Competitive comp package
Type: Full-time
Benefits: Full health benefits + 401(k) matching & Roth IRA options, Unlimited PTO

Hcvt

Various Professional Opportunities Fort Worth
Skills & Focus: Tax, Audit, Advisory, Business Management, Private Equity, High-Net-Worth Individuals, Diversity, Remote Work, Team Collaboration, Training and Development
About the Company: HCVT is a professional services firm offering Tax, Audit, Advisory, and Business Management services. We serve private and public companies, high-net-worth ind…
Type: Full-time
Benefits: Significant investments in training, diverse client engagements, hybrid work model, team-building activities.
[Position Title Not Provided] Fort Worth
Skills & Focus: Tax, Audit, Advisory, Business Management, Private Equity, Real Estate, Hybrid Work, Diversity, Equity, Inclusion
About the Company: HCVT offers Tax, Audit, Advisory, and Business Management services to clients including private and public companies, high-net-worth individuals, and family of…
Experience: 2-3 days per week in the office
Type: Hybrid
Tax Associate - Fort Worth Team Fort Worth
Skills & Focus: Tax, Audit, Advisory, Business Management, Private Equity, Real Estate, Client Service, Teamwork, Alternative Investment Management, Professional Development
About the Company: At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless …
Experience: Entry-level; preferably with internship experience in tax or accounting
Type: Full-time
Benefits: Hybrid work model, training opportunities, diverse and intellectually stimulating client engagements

Citizens

Private Client Relationship Manager Plano
Skills & Focus: Client Relationship Management, Financial Services, Business Development, Sales, Customer Experience, Risk Management, Cross-Selling, Client Retention, Strategic Planning, Team Collaboration
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources and programming to support the whole you, across all aspects of …
Private Client Relationship Manager Plano
Skills & Focus: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, an…
Type: Full-time
Benefits: Citizens offers benefits and resources to support healthy habits and career growth.

Ameriprise Financial

Financial Advisor Plano
Skills & Focus: financial planning, client relationships, marketing plan, coaching, networking, training, entrepreneurial spirit, goal-oriented, financial advisor, compliance
About the Company: We’re 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 in…
Experience: 3+ years of work experience with a proven track record of success.
Type: Full-time
Benefits: Competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package.

Fannie Mae

Multifamily Conventional Underwriter - Advisor Plano
Skills & Focus: forensic underwriting, risk analysis, process improvement, loan management, financial securities, customer advisement, negotiation, underwriting review, red flags, exposure risk

Citizens

Private Client Relationship Manager Plano
Skills & Focus: Private Banking, Client Relationship Management, Customer Service, Diversity, Inclusion, Community Support, Development Programs, Career Growth, Financial Services, Technology
About the Company: Citizens is committed to creating a diverse, equitable, and inclusive world while providing banking services across various sectors.
Type: Full-time
Benefits: Comprehensive benefits package, commitment to wellness, educational assistance program.
Private Client Relationship Manager Plano
Skills & Focus: Wealth Management, Private Banking, Client Relationship Management, Community Engagement, Professional Development, Diversity and Inclusion, Financial Services, Team Support, Networking, Career Growth
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources, and programming to support healthy habits across all aspects of…

Fannie Mae

Multifamily Conventional Underwriter - Advisor Plano
Skills & Focus: forensic underwriting, red flags, risk analysis, process improvement, issuance of securities, financial loans, negotiations, client communications, underwriting, investment