UNKNOWN

FEED

3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Sales & Operations Advisor

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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. 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.

Truist Financial Corporation

Premier Advisor - Dallas

Premier Advisor - Frisco / Plano / Warren

As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships.

Peak Performance Team

service advisor

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Truist Financial Corp

Premier Advisor - Mesquite/ Garland / Rowlett

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YEAR

You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville.

WealthBridge Financial Group

Entry-Level Financial Advisor - Training Provided

Workable

This will involve creating a highly motivated team environment, and working closely with the Service Team to improve their performance through hands-on presence in the store by efficiently developing team members, executing store processes, while ensuring that we continue to provide an industry leading customer experience. Primary Responsibilities include (but are not limited to): Directly works with customers in areas of sales, service, customer opportunities, adjustments, etc.

Brakes Plus

Automotive Service Advisor

Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.

Cullen/Frost Bankers Inc

Financial Advisor II

About Us With more than four decades of excellence, Transworld Business Advisors powered by Prospere Companies is the most dominant business brokerage firm and the number one performing franchise group in the global Transworld network. You will have access to more than 700 active listings, a dedicated internal deal team, and a robust buyer network, allowing you to represent both sellers and buyers.

Prospere Companies

Business Broker / M&A Advisor - DFW

With more than four decades of excellence, Transworld Business Advisors powered by Prospere Companies is the most dominant business brokerage firm and the number one performing franchise group in the global Transworld network. You will have access to more than 700 active listings, a dedicated internal deal team, and a robust buyer network, allowing you to represent both sellers and buyers.

Exit Factor

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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

The PNC Financial Services Group Inc

Closely Held Business Advisor III - PNC Private Bank

The Senior Client Manager is responsible for the overall management and delivery of participant advisory services products, including managed accounts, online advice solutions, financial planning, and overall financial wellbeing solutions for their aligned clients. Responsibilities of the role include client service satisfaction, implementation of service enhancements, working with internal teams to present enhanced services, consulting on best practices, providing operations support and financial management for their aligned clients.

Alight Inc

Alight Financial Advisors Senior Client Manager - Virtual

As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.

Spectrum Financial Group

Financial Advisor (Frisco)

JobScore

As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions.

Holistic Financial Advisor

As a Financial Services Professional , you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.

Comprehensive Financial Advisor

This role is built for a practitioner-leader who can operate at both altitudes: hands-on, senior-level planning for complex Private Client Group households, and program design, technology governance, and adoption monitoring for a much broader population of Wealth Advisors. Delos Wealth Advisors - operating across third-party broker-dealer, RIA, and insurance platforms - needs a consistent, repeatable planning discipline it can lead with in every client conversation, without requiring the same depth of resourcing as the Private Client Group practice.

First United Bank

Director of Financial Planning - Delos

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Beacon Pointe Advisors

Relationship Manager

FULL_TIME

OTHER

Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase Bank, N.A.

Estate Administrator - Senior Associate

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New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida. Through collaborative and strategic working relationships with senior business leaders, you will provide a consultative approach to workforce planning by effectively anticipating organizational talent needs/gaps and, subsequently working to develop and execute a strategy to source a network of advisor candidate pools to meet those needs.

Wealth Advisor Jobs in Dallas, TX

Sales & Operations Advisor DriveTime

Premier Advisor - Dallas Truist Financial Corporation

Premier Advisor - Frisco / Plano / Warren Truist Financial Corporation

service advisor Peak Performance Team

Premier Advisor - Mesquite/ Garland / Rowlett Truist Financial Corp

Entry-Level Financial Advisor - Training Provided WealthBridge Financial Group

Automotive Service Advisor Brakes Plus

Financial Advisor II Cullen/Frost Bankers Inc

Business Broker / M&A Advisor - DFW Prospere Companies

Business Broker / M&A Advisor - DFW Exit Factor

Closely Held Business Advisor III - PNC Private Bank The PNC Financial Services Group Inc

Alight Financial Advisors Senior Client Manager - Virtual Alight Inc

Financial Advisor (Frisco) Spectrum Financial Group

Holistic Financial Advisor Spectrum Financial Group

Comprehensive Financial Advisor Spectrum Financial Group

Director of Financial Planning - Delos First United Bank

Relationship Manager Beacon Pointe Advisors

Estate Administrator - Senior Associate JPMorgan Chase Bank, N.A.

Vp/Talent Acquisition Partner AllianceBernstein Holding LP

VP/Talent Acquisition Partner AllianceBernstein Holding LP

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