UNKNOWN

FEED

You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. Develop, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.

Farther

Senior Financial Planner

GreenHouseAPI

You''ll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. Develop, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.

Farther Finance Advisors LLC

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Platform Management consists of two roles: Fund Management: responsible for developing and executing liquidity strategies across private market portfolios, managing capital activity, analyzing deal allocations, recommending optimal deployment of investable capital in line with fund and firm guidelines, and conducting performance attribution analysis. Fund Management: responsible for developing and executing liquidity strategies across private market portfolios, managing capital activity, analyzing deal allocations, recommending optimal deployment of investable capital in line with fund and firm guidelines, and conducting performance attribution analysis.

The Goldman Sachs Group Inc

Asset Management, Platform Management, Analyst, Dallas

As an Audit Manager within the Private Bank/Wealth Management Solutions Internal Audit team, you will plan and lead audit engagements from inception to reporting, partnering with global colleagues and business stakeholders to strengthen internal controls across our wealth management businesses. 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 & Co

Audit Manager

This job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines. Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.

TIAA

Financial Planner - Central Advice Group

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Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management

Portfolio Strategy Manager

Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements. Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.

Client Transitions Associate

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Senior Agentic Engineer

401k Operations Associate

OTHER

Success in this role is demonstrated through higher client retention, stronger client satisfaction, more client referrals, greater share of wallet, improved advisor capacity, and better service consistency across offices, teams, and segments. Our vision is a client experience that is personal, proactive, seamless, and consistently excellent across the firm, where every client feels known, valued, and confident that Allworth understands their goals, anticipates their needs, and brings the full strength of the firm to help them make better decisions for their life, family, and legacy.

Allworth Financial

Head of Client Experience

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Event Operations Associate

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. In this role, you will have the opportunity to make a meaningful impact by helping clients and prospective clients navigate complex compliance challenges, resolve difficult plan issues, and protect the long-term health of their retirement plans.

YEAR

Aon Plc

Plan Administrator

Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards. As a member of the Private Bank Commercial Real Estate Underwriting team, you will play an integral role in evaluating, structuring, and executing CRE-secured credit facilities for ultra-high-net-worth individuals, families, family offices, and private investment entities.

AWM | Private Bank | Commercial Real Estate Underwriting | Dallas

Our vision is to build the most connected and valuable platform serving business owners, bringing together the expertise, relationships, and resources owners need to build stronger companies, create wealth, and gain greater freedom and future options. The Director of Strategic Partnerships will help Prospere own the relationships and distribution channels that connect more business owners to the right advice, opportunities, and capital at the right time .

Prospere Companies

Director of Strategic Partnerships

BreezyHR

Our vision is to build the most connected and valuable platform serving business owners, bringing together the expertise, relationships, and resources owners need to build stronger companies, create wealth, and gain greater freedom and future options. The Director of Strategic Partnerships will help Prospere own the relationships and distribution channels that connect more business owners to the right advice, opportunities, and capital at the right time.

Exit Factor

Director Of Strategic Partnerships

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You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.

Cullen/Frost Bankers Inc

Financial Planning Specialist

Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.

Wealth Advisor Jobs in Dallas, TX

Senior Financial Planner Farther

Senior Financial Planner Farther Finance Advisors LLC

Asset Management, Platform Management, Analyst, Dallas The Goldman Sachs Group Inc

Audit Manager JPMorgan Chase & Co

Financial Planner - Central Advice Group TIAA

Portfolio Strategy Manager Tolleson Wealth Management

Client Transitions Associate Farther

Senior Agentic Engineer Farther

Senior Agentic Engineer Farther Finance Advisors LLC

401k Operations Associate Farther

401k Operations Associate Farther Finance Advisors LLC

Head of Client Experience Allworth Financial

Event Operations Associate Farther

Event Operations Associate Farther Finance Advisors LLC

Plan Administrator Aon Plc

AWM | Private Bank | Commercial Real Estate Underwriting | Dallas The Goldman Sachs Group Inc

Director of Strategic Partnerships Prospere Companies

Director Of Strategic Partnerships Exit Factor

Financial Planning Specialist Cullen/Frost Bankers Inc

Client Service Specialist Jambalaya Group

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