UNKNOWN

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Jobot

Wealth Advisor

This opportunity allows you to support financial advisors, their teams, and investment clients with brokerage and advisory account inquiries, financial transactions, and specialized service requests. CornerStone Staffing is partnering with a leading financial services organization to hire experienced Wealth Management / Brokerage Client Service Specialists !

HOUR

CornerStone Staffing has tenured recruiters in Texas and Arizona who work with qualified job seekers in Texas, Arizona, Indiana, Kentucky, Tennessee, North Carolina, South Carolina, Georgia, and Florida to help support both in-office and work from home positions for the best companies in the United States.
CornerStone Staffing’s team of experts are the industry leaders in consulting companies on in-office and work from home hiring strategies so whether you need a great job or highly qualified talent, contact CornerStone Staffing’s recruiters in Dallas, Fort Worth, Houston or recruiters in Phoenix, AZ today.

CornerStone Staffing

WEALTH MANAGEMENT SERVICE SPECIALIST

Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates Dental insurance with MetLife Vision insurance with VSP. We are widely recognized as a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

Everforth, Cybercoders

Tax Manager - Hybrid, Wealth Management - $140k+

AdvantageAI

While providing exceptional client/advisor experience during transition period, this position focuses in facilitating the move of Advisor’s client book from prior custodian to Raymond James and training on the systems needed to be a successful Advisor at Level Four Financial. Essential responsibilities and tasks of the Advisor Onboarding Associate are: Serve as the project coordinator for Level Four Advisor Onboarding team to meet the transition/onboarding goals set forth for each Financial Advisor joining Level Four.

Level Four Group

Advisor Onboarding Associate

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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its teams of consultative advisors help businesses and individuals manage their biggest risk, workforce, wealth management, and retirement challenges.

Corporate Counsel

This position requires recent hands-on experience within a brokerage, wealth management, or investment services environment and the ability to navigate complex financial account activity accurately from initial request through resolution. Support financial advisors and their clients with brokerage and wealth management account servicing, transactions, and operational requests.

Brokerage Operations Specialist

This individual will support financial advisors and internal stakeholders by managing paperwork status updates, responding to inquiries, and ensuring adherence to established Service Level Agreements (SLAs). The New Accounts Associate is a key member of the Operations team, responsible for reviewing and processing new account paperwork with a high degree of accuracy and timeliness.

New Accounts Associate

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs.

New York Life - Dallas

Entry-Level Financial Professional

J-Vers Cloud

FEED

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

U.S. Bank

Private Wealth Management - Private Wealth 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

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Other credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.

BakerAvenue

Wealth Advisor, Managing Director

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Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.

AllianceBernstein LP

VP/Wealth Advisor

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Associate Wealth Advisor

Job purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Hub International

Senior Wealth Advisor

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Frost Bank

Wealth Advisor III

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

As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Hub International Insurance

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Focus Partners Wealth

The Colony Group, LLC

Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Wealth Advisor Jobs in Dallas, TX

Wealth Advisor Jobot

WEALTH MANAGEMENT SERVICE SPECIALIST CornerStone Staffing

Tax Manager - Hybrid, Wealth Management - $140k+ Everforth, Cybercoders

Advisor Onboarding Associate Level Four Group

Corporate Counsel Jobot

Brokerage Operations Specialist CornerStone Staffing

New Accounts Associate Level Four Group

Entry-Level Financial Professional New York Life - Dallas

Private Wealth Management - Private Wealth Advisor U.S. Bank

Wealth Advisor Ross Recruiting

Wealth Advisor, Managing Director BakerAvenue

VP/Wealth Advisor AllianceBernstein LP

Associate Wealth Advisor Corient

Senior Wealth Advisor Hub International

Wealth Advisor III Frost Bank

Wealth Advisor BOK Financial Corp

Senior Wealth Advisor Hub International Insurance

Associate Wealth Advisor Focus Partners Wealth

Associate Wealth Advisor The Colony Group, LLC

Wealth Advisor III - Dallas / Fort Worth Truist Bank

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