NewWealth Advisor JobotWealth AdvisorDallas, TX$75,000–$130,000 / yearInformation 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. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.
NewWealth Management Specialist CornerStone StaffingWealth Management SpecialistCoppell, TX3+ years of experience in investment services operations, performance analytics support, or advisor client services (e.g., broker-dealer, investment manager, clearing firm, or fintech wealth platform) required. Elevate your career in a dynamic investment services environment where your expertise supports financial advisors through complex operational changes and high-stakes transactions.
NewCustomer Service Sales Advisor DFW Advisors - USHACustomer Service Sales AdvisorFarmers Branch, TX$65,000–$95,000 / yearYou'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater!
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Private Wealth Advisor, Associate/Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Private Wealth Advisor, Associate/Vice President - DallasDallas, TXThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Dallas The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - DallasDallas, TXWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Wealth Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorSouthlake, TXOther 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.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorPlano, TXYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorDallas, TexasOur 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.
Associate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPlano, TXThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
NewWealth Advisor TIAAWealth AdvisorFrisco, TexasBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorPlano, TXThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorFrisco, TX$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior Wealth Advisor Hub InternationalSenior Wealth AdvisorDallas, TXJob 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.
Senior Wealth Advisor Hub International InsuranceSenior Wealth AdvisorDallas, TexasAs 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.
Financial Wealth Advisor (Advisory Team) FartherFinancial Wealth Advisor (Advisory Team)Dallas, TX$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
NewAssociate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorSouthlake, TexasBlending 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.
Wealth Advisor (Dallas) Southwest Business CorporationWealth Advisor (Dallas)Dallas, TXWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Wealth Business Advisor Truist Financial CorpWealth Business AdvisorDallas, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Private Bank Wealth Advisor III Huntington Bancshares IncPrivate Bank Wealth Advisor IIIDallas Uptown, TXAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Wealth Business Advisor Truist Financial CorporationWealth Business AdvisorDallas, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Advisor (Dallas) SWBCWealth Advisor (Dallas)Dallas, TexasWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Wealth Advisor III - Dallas / Fort Worth Truist BankWealth Advisor III - Dallas / Fort WorthDallas, TexasAdvanced 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.*
Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent AdvisorClient Services Associate - Waterworth Wealth AdvisorsGrapevine, TXSupports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.
Wealth Advisor III - Dallas / Fort Worth Truist Financial CorporationWealth Advisor III - Dallas / Fort WorthDallas, TXEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 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.
Wealth Advisor GuideStone Financial ResourcesWealth AdvisorDallas, TXThe primary role of the Wealth Advisor is to accomplish its goals including growing clients and Assets Under Management (AUM), delivering personalized financial advice and wealth management to GuideStone members, and fostering and maintaining client relationships. Strong written and oral communication skills (i.e., ability to communicate with a diverse audience whose comprehension of financial, tax and legal matters related to investments, retirement and planning vary widely).
Wealth Business Advisor Truist BankWealth Business AdvisorDallas, TexasUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Advisor Simmons BankWealth AdvisorDallas, TexasAbility to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementMcKinney, TexasIn 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.
Wealth Management Advisor II Fifth Third BancorpWealth Management Advisor IIDallas, TXThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Dallas, TXDallas, TXThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Coppell, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Coppell, TXCoppell, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX - Bilingual English and Mandarin Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX - Bilingual English and Mandarin PreferredCarrollton, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish PreferredLewisville, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Financial Advisor - PNC Wealth ManagementMcKinney, TXIn 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.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementIrving, TXIn 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.
J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TXDallas, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.
NewSenior Compliance Advisor - Vanguard Personalized Indexing (VPI) | Advice & Wealth Management Vanguard GroupSenior Compliance Advisor - Vanguard Personalized Indexing (VPI) | Advice & Wealth ManagementDallas, TXVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. As a Senior Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal role in shaping the future of our personalized investment offering.
Wealth Advisor Mercer AdvisorsWealth AdvisorDallas, Texas$85,000–$145,000 / yearThe Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Integrity Wealth-Head of Advisor Field Management Integrity Marketing GroupIntegrity Wealth-Head of Advisor Field ManagementDallas, TexasThis is a highly visible, field-facing role focused on building strong advisor relationships while scaling a disciplined, data-driven field management program. Integrity Wealth is a rapidly scaling wealth management platform within Integrity, overseeing approximately $55B in advisory assets and supporting 1,100+ financial advisors.
Integrity Wealth-Head Of Advisor Field Management Integrity Marketing GroupIntegrity Wealth-Head Of Advisor Field ManagementDallas, TXThis is a highly visible, field-facing role focused on building strong advisor relationships while scaling a disciplined, data-driven field management program. Integrity Wealth is a rapidly scaling wealth management platform within Integrity, overseeing approximately $55B in advisory assets and supporting 1,100+ financial advisors.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - DallasDallas, TXAssist advisors in developing advanced, dynamic cash-flow models incorporating investment income, operating business distributions, liquidity events, private-investment capital calls and distributions, debt service, taxes, lifestyle spending, philanthropy, insurance, and planned wealth transfers. Serve as a senior wealth-planning resource for the firm's most sophisticated client situations, including those involving substantial private-business interests, complex ownership structures, concentrated assets, private investments, leverage, philanthropy, and multigenerational wealth-transfer goals.
NewAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Associate - DallasDallas, TXAssist advisors in developing advanced, dynamic cash-flow models incorporating investment income, operating business distributions, liquidity events, capital calls and distributions, debt service, taxes, lifestyle spending, philanthropy, insurance, and planned wealth transfers. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Wealth Financial Advisor - Dallas, TX Corebridge FinancialWealth Financial Advisor - Dallas, TXDallas, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Financial Advisor - Dallas, TX Corebridge Financial IncWealth Financial Advisor - Dallas, TXTXWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
NewAdvisor Support and Experience Service Professional, Officer - Wealth Custody & Clearing State StreetAdvisor Support and Experience Service Professional, Officer - Wealth Custody & ClearingDallas, TexasThis role is an entry-level to early-career position within the advisor support model, assisting as a supporting point of contact for service inquiries while helping ensure consistent, accurate, and timely resolution across service channels. State Street Wealth Custody and Clearing is seeking a Service Professional to support the delivery of a high-quality, relationship-focused service experience for our RIA clients and their end investors.
NewAdvisor Support And Experience Service Professional, Officer - Wealth Custody & Clearing State Street CorporationAdvisor Support And Experience Service Professional, Officer - Wealth Custody & ClearingDallas, TX$60,000–$101,250 / yearThis role is an entry-level to early-career position within the advisor support model, assisting as a supporting point of contact for service inquiries while helping ensure consistent, accurate, and timely resolution across service channels. State Street Wealth Custody and Clearing is seeking a Service Professional to support the delivery of a high-quality, relationship-focused service experience for our RIA clients and their end investors.
Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - DallasDallas, TXOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, New York, Miami (including Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Wealth Financial Advisor - Dallas, TX Corebridge Financial Inc.Wealth Financial Advisor - Dallas, TXDallas, TXCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.