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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.

YEAR

Altruist

Advisor Support Team Lead

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As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients.

Advisor Support Representative

You'll start by sourcing, developing deals, and booking meetings with established advisors alongside our senior team, then take on the full recruiting cycle, from discovery through signed agreement, as you build your track record here. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

Director, Advisor Business Development

GreenHouseAPI

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. As a Financial Advisor, you'll own the client relationship from the initial conversation through ongoing planning and advice: Lead discovery conversations to understand each client's goals, values, priorities, and financial challenges.

Financial Planner Recruiting

Financial Advisor

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.

Senior Financial Advisor

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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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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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.

Equinox

Style Advisors, Dallas

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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

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

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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Financial Advisor - PNC Wealth Management

FULL_TIME

Reporting Structure: The Housing Advisor reports to the Presbyterian Homes & Services Regional Sales & Marketing Manager and works collaboratively with PHS staff, Site Leaders, and functional directors within assigned areas of accountability. The Housing Advisor will play an important role in guiding prospects through the decision-making process, developing relationships within the local community, and contributing to the ongoing sales and marketing success of Talavou.

Presbyterian Homes & Services

Sales Housing Advisor

[AW]-iCims

Through on-the-job training, you'll gain deep knowledge of financial services and learn how to discuss topics like new accounts, transaction status, money movement, and retirement services with clarity and confidence. You'll engage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance and helping them succeed in their day-to-day business.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Advisor Support Associate

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This customer-facing role is designed for an experienced automotive advisor who can manage 10-20 vehicles per day while guiding repair orders from initial write-up through completion. Some positions may require a valid driver’s license, motor vehicle record review, background screening, drug or alcohol screening, or other job-related pre-employment requirements based on the duties of the position, the client’s lawful requirements, and applicable law.

Promotive

Senior Automotive Service Advisor | Up to $100K | 3+ Years Required

Crelate

The Service Advisor is responsible for delivering an exceptional ownership experience by understanding customer concerns, recommending maintenance and repair services, coordinating vehicle service, and ensuring timely follow-up throughout the repair process. Group 1 Automotive, Inc. (NYSE: GPI) is a Fortune 250 leader in global automotive retail, operating more than 250 dealerships and collision centers across the United States and United Kingdom.

Group 1 Automotive Inc

Automotive Service Advisor - BMW Arlington

Rockwall Chrysler Dodge Jeep Ram (CDJR) is seeking a customer-focused and detail-oriented Service Advisor to join our service team. We're looking for a high-performing Service Advisor who thrives in a fast-paced, customer-first environment and takes pride in delivering an exceptional ownership experience.

Automotive Service Advisor

The Service Advisor plays a key role in maintaining customer satisfaction, retention, and driving service department revenue within a fast-paced automotive dealership environment. This role is responsible for delivering exceptional customer service, ensuring accurate vehicle diagnostics communication, and coordinating timely and efficient repairs.

Customer Advisor Jobs in Dallas, TX

Advisor Support Team Lead Altruist

Advisor Support Representative Altruist

Director, Advisor Business Development Farther

Financial Advisor Financial Planner Recruiting

Senior Financial Advisor Financial Planner Recruiting

Associate Advisor Allworth Financial

Associate Advisor TRC Talent Solutions

Style Advisors, Dallas Equinox

Style Advisors, Plano Equinox

Style Advisor, Highland Park Equinox

Wealth Advisor Ross Recruiting

Banking Advisor I PNC Bank

Financial Advisor - PNC Wealth Management PNC Bank

Sales Housing Advisor Presbyterian Homes & Services

Advisor Support Associate The Charles Schwab Corp

Senior Automotive Service Advisor | Up to $100K | 3+ Years Required Promotive

Automotive Service Advisor - BMW Arlington Group 1 Automotive Inc

Automotive Service Advisor Group 1 Automotive Inc

Automotive Service Advisor - Group 1 Chrysler Dodge Jeep Ram Denton Group 1 Automotive Inc

Automotive Service Advisor - Group 1 CJR Rockwall Group 1 Automotive Inc

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