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You'll likely thrive here if you are:create opportunities rather than wait for themYour Background We're less interested in checking every box than we are in finding people with a demonstrated ability to build trust,generate business, and perform at a high level. You'll likely thrive here if you are: A Trusted Relationship Builder – You know how to earn trust, ask thoughtful questions, listen carefully, and lead people toward decisions.

YEAR

Financial Planner Recruiting

Senior Financial Advisor

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This executive owns New Store Sales end to end: building and leading the business development team, operating a disciplined recruiting playbook, and running the transition function that brings newly affiliated advisors and their assets onto the platform. Working fluency in advisor transition mechanics and command of independent-channel economics: account transfer and repapering, payout structures, transition capital, and acquisition cost discipline.

HOUR

Integrity Marketing Group

Vice President, Advisor Growth & Transitions

This executive owns New Store Sales end to end: building and leading the business development team, operating a disciplined recruiting playbook, and running the transition function that brings newly affiliated advisors and their assets onto the platform. SUCCESS MEASURES• Recruited client assets of $15 billion per year against plan• Time to letter of intent of 90 days or less; win rate of 35–40%• Customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit• Recruited assets ramped to 90% of book value by month five across the cohort.

Head of Advisor Growth & Transitions

At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You will ensure that the service is delivered to the Advisor in the appropriate time frames, with a high degree of delight, while creating and fostering a highly engaged team culture.

Altruist Corp

Advisor Support Team Lead

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Head Of Advisor Growth & Transitions

OTHER

This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model. The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients.

Allworth Financial

Associate Advisor

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For someone looking to expand their expertise in complex financial planning and advance toward greater advisory responsibility, this role offers meaningful client exposure, collaboration with experienced advisors, and long-term career advancement without the pressure of sales quotas or business development requirements. We are working with an independent, fee-only wealth management firm seeking their next Wealth Advisor to support high-net-worth individuals and families, including entrepreneurs, business owners, and real estate investors.

Ross Recruiting

Wealth Advisor

The Wealth Advisor is responsible for maintaining and expanding relationships with high-net-worth individuals, families, trusts, family companies and similar entities with BOK Financial Wealth, Inc. (BOKF). BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp

FULL_TIME

Membership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products.

Equinox

Membership Sales Advisors, Plano

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The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.

TRC Talent Solutions

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Many advisors have grown their businesses as much as possible independently, and we offer strategies to unlock exponential growth through acquisitions, structured scaling, and enterprise-level transitions. Our client, a leading financial services firm, has ongoing opportunities for Registered Investment Advisors across the U.S., allowing candidates to remain in their current location.

The Employee Connect

Registered Investment Advisor

Altruist

As a Senior Advisor within our Global Advisory Network , you’ll work directly with clients to streamline processes, improve performance, and create sustainable change—often on-site where the action happens. Our Global Advisory Network brings together independent experts across multiple disciplines, creating a collaborative powerhouse of knowledge, experience, and capability.

FTE Factory Advisors

Senior Advisor

Workable

PART_TIME

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.

Style Advisors, Dallas

Style Advisors, Plano

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).

Style Advisor, Highland Park

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase Bank, N.A.

J. P. Morgan Advisor- Investment Associate - Dallas, TX

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

PNC Bank

Banking Advisor I

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JPMorgan Chase & Co

The FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.

Business Advisor Jobs in Dallas, TX

Senior Financial Advisor Financial Planner Recruiting

Vice President, Advisor Growth & Transitions Integrity Marketing Group

Head of Advisor Growth & Transitions Integrity Marketing Group

Advisor Support Team Lead Altruist Corp

Head Of Advisor Growth & Transitions Integrity Marketing Group

Associate Advisor Allworth Financial

Wealth Advisor Ross Recruiting

Wealth Advisor BOK Financial Corp

Membership Sales Advisors, Plano Equinox

Associate Advisor TRC Talent Solutions

Registered Investment Advisor The Employee Connect

Advisor Support Team Lead Altruist

Senior Advisor FTE Factory Advisors

Style Advisors, Dallas Equinox

Style Advisors, Plano Equinox

Style Advisor, Highland Park Equinox

J. P. Morgan Advisor- Investment Associate - Dallas, TX JPMorgan Chase Bank, N.A.

Banking Advisor I PNC Bank

J. P. Morgan Advisor- Investment Associate - Dallas, TX JPMorgan Chase & Co

2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co

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