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FEED

This leader is the primary growth and retention partner for a dedicated portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets - delivering practice development consulting, the firm's value-add service model, and early-warning retention management. Deliver the firm's value-add service model: book review, succession planning, cross-sell, technology coaching, fee conversion, niche marketing, and human capital.

Integrity Marketing Group

Senior Director, Advisor Success

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Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows. Fluency in platform economics - advisory conversion, fee-based revenue, product shelf strategy, and technology adoption - as a proven leader of leaders who has built a multi-layer organization.

Head Of Advisor Success & Solutions

Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows.• Fluency in platform economics — advisory conversion, fee-based revenue, product shelf strategy, and technology adoption — as a proven leader of leaders who has built a multi-layer organization.•

Senior Director Advisor Solutions and Adoption

You''ll own your implementations end to end - running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles.

YEAR

Altruist Corp

Advisor Onboarding Specialist

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FULL_TIME

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

Brighton Jones

Advisor - Dallas

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AYCO Financial Counseling (AYCO) Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Goldman Sachs Ayco Financial Wellness partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees.

The Goldman Sachs Group Inc

Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Irving

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor&rsquo;s (AA+), Moody&rsquo;s (Aaa), and Fitch (AAA). &nbsp;For 64 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the &ldquo;50 Best Companies to Launch a Career&rdquo; by BusinessWeek, one of &ldquo;America&rsquo;s Best Large Employers&rdquo; by Forbes and one of the &ldquo;World&rsquo;s Most Admired Companies&rdquo; by Fortune. For the fourth consecutive year, our Boston General Office was recognized as one of the &ldquo;TOP PLACES TO WORK&rdquo; by the Boston Globe.
Mission Statement and Values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. That&rsquo;s why New York Life is The Company You Keep.

New York Life

Financial Professional/Advisor (Bilingual Vietnamese)

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Financial Professional/Advisor (Bilingual Chinese)

Financial Professional / Advisor

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. This role holds primary responsibility for ensuring overall client satisfaction through collaborative work with the service team, leveraging Northern Trust resources to deliver timely, accurate, and compliant fiduciary support.

Northern Trust

Relationship Advisor

This role will be responsible for tax advisory and planning; as well as tax preparation/review for individuals, families, trusts, estates, and closely held businesses. Unity Search has partnered with a growing North Dallas Wealth Management firm looking to add a Tax Advisor to their team.

Unity Search Group

Tax Advisor/Manager

HaleyMarketing

Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Henley & Partners Holdings Ltd

Client Advisor

JOB FUNCTION / SUMMARY: The Trust Advisor 4 manages and develops complex client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Hancock Whitney Corp

Trust Advisor

Many advisors have grown their businesses as much as possible independently, and we offer strategies to unlock exponential growth through acquisitions, structured scaling, and enterprise-level transitions. Our client, a leading financial services firm, has ongoing opportunities for Registered Investment Advisors across the U.S., allowing candidates to remain in their current location.

HOUR

The Employee Connect

Registered Investment Advisor

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.

Altruist

Advisor Support Team Lead

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

This role helps ensure advisors understand firm technology platforms, operational processes, and policies by conducting training sessions, answering questions, and providing ongoing training support. Demonstrated understanding of transition procedures, including Broker Protocol and non-Protocol, and ability disseminate that information in a clear and precise manner to potential advisors as well as the internal transition team (preferred).

Hilltop Holdings Inc

Advisor Training Coordinator

For the right person, this can become much bigger than an individual advisor seat: Advisor High Producer Sales Leader Office Manager Multi-Office Growth Opportunity If you're an advisor who wants warm opportunities instead of cold prospecting, significant income upside, profit-sharing potential, and a genuine path toward leading your own office , we'd like to talk. The firm is looking for a high-performing Financial Advisor who knows how to close business, build trust quickly, and wants a path toward leadership, ownership-level economics, and eventually managing their own office.

Advisor Talent Solutions

Financial Advisor - Rockwall, TX

Documented record of recruiting advisor practices, with comfort owning a personal recruited-asset production target. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Director, Business Development (Advisor Recruiting)

The Work: Solution design support - under the guidance of a senior Solution Architect or Technical Architect, support end-to-end solution design across assigned workstreams, including data model, integration patterns, security model, and platform configuration; keep SDDs, architecture decision records, and data flow diagrams current throughout delivery. Integration delivery - design and implement integrations between Data Cloud, CRM, external data sources, and Agentforce capabilities; make architecture tradeoffs across middleware options (MuleSoft, REST/SOAP, Salesforce Connect).

Wealth Advisor Jobs in Dallas, TX

Senior Director, Advisor Success Integrity Marketing Group

Head Of Advisor Success & Solutions Integrity Marketing Group

Senior Director Advisor Solutions and Adoption Integrity Marketing Group

Advisor Onboarding Specialist Altruist Corp

Advisor - Dallas Brighton Jones

Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Irving The Goldman Sachs Group Inc

Financial Professional/Advisor (Bilingual Vietnamese) New York Life

Financial Professional/Advisor (Bilingual Chinese) New York Life

Financial Professional / Advisor New York Life

Relationship Advisor Northern Trust

Tax Advisor/Manager Unity Search Group

Client Advisor Henley & Partners Holdings Ltd

Trust Advisor Hancock Whitney Corp

Registered Investment Advisor The Employee Connect

Advisor Support Team Lead Altruist

Advisor Support Representative Altruist

Advisor Training Coordinator Hilltop Holdings Inc

Financial Advisor - Rockwall, TX Advisor Talent Solutions

Director, Business Development (Advisor Recruiting) Integrity Marketing Group

Salesforce Functional Architect Manager - Wealth Management Accenture Plc

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