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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process.

Morgan Stanley

Mortgage Specialist

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Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Senior Growth Enablement Analyst

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Experience leading geographically dispersed teams responsible for philanthropic advisory or fiduciary account administration, including developing technical expertise, managing capacity, and promoting consistent service and risk practices.

YEAR

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Philanthropic Services Senior Manager

The Manager, RIA Operations & Client Service will establish and lead a newly formed team responsible for delivering customer service and operational support for Apex's in-house Registered Investment Adviser (RIA) business. The role will support Apex's continued expansion beyond its industry-leading technology and clearing capabilities into B2B RIA services, enabling the firm to deliver RIA and sub-advisory solutions to additional clients.

Apex Fintech Solutions LLC

Manager, RIA Operations

The Manager, RIA Operations & Client Service will establish and lead a newly formed team responsible for delivering customer service and operational support for Apex’s in-house Registered Investment Adviser (RIA) business. The role will support Apex’s continued expansion beyond its industry-leading technology and clearing capabilities into B2B RIA services, enabling the firm to deliver RIA and sub-advisory solutions to additional clients.

APEX Fintech Services

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The Trust Consultant job contributes to the growth of TIAA Trust, N.A.''s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. 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).

Teachers Insurance and Annuity Association of America (TIAA)

Personal Trust Sales Consultant

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. o Analyze direct lending strategies (senior secured, unitranche, and mezzanine debt funds), specialty finance markets (asset-backed lending, litigation finance, and royalties strategies), and opportunistic credit managers (distressed debt, special situations, and structured credit).

Corient

Private Credit Investment Associate

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Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Associate, Reporting Analyst will partner closely with advisor teams and internal stakeholders to maintain high-quality reporting, support client needs, and identify opportunities to improve reporting processes and scalability.

Cresset Capital Management LLC

ASSOCIATE, REPORTING

Qualifications for this role At minimum 2–5 years of experience in investment banking (ECM, DCM, leveraged finance, or technology coverage), private equity, growth equity, venture capital, corporate development, or a closely related capital markets or finance role. Reporting to the Fundraising & Capital Markets Principal once they join, and working alongside the Executive Chair, CEO, and CFO, you will build the models, materials, and investor data that support Groq's equity, debt, and structured capital raises.

Groq

Fundraising Analyst

Deep experience leading large-scale technology programs and platform transformations, with strong grounding in modern engineering practices, distributed systems, and platform architecture. Experience integrating or building alongside industry platforms (e.g., Aladdin, Charles River, MSCI, InvestCloud, Advisor Engine, Orion, Envestnet) is a plus and shortens ramp time.

Vanguard Group

Head of Advice Portfolio Construction Technology

The Senior Manager provides strategic direction for estate settlement services, drives consistent fiduciary practices, and partners with leadership to enhance client outcomes, operational effectiveness, and growth of estate settlement capabilities. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.

Fifth Third Bank

Senior Manager, Estate Settlement

DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. The 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.

Fifth Third Bancorp

Trust Officer

Identify and engage with potential clients-including law firms, private equity sponsors, wealth advisors, corporate legal teams, and c-suite professionals-to understand needs and align solutions with the Valuation and Forensic services practice area. We are seeking a Director of Business Development to drive growth within our Valuation and Forensics practice, with a primary focus on business valuation, real estate appraisal, commercial litigation, dispute consulting, and investigative services.

Armanino McKenna Certified Public Accountants & Consultants

Business Development Director, Fraud & Forensics

Identify and engage with potential clients—including law firms, private equity sponsors, wealth advisors, corporate legal teams, and c-suite professionals—to understand needs and align solutions with the Valuation and Forensic services practice area. We are seeking a Director of Business Development to drive growth within our Valuation and Forensics practice, with a primary focus on business valuation, real estate appraisal, commercial litigation, dispute consulting, and investigative services.

Armanino

Regional Institutional Business Development Manager

TECHNOLOGY: AWS, Azure, SD-WAN, MPLS, IP Networking, VoIP, TCP/IP, BGP, OSPF, EIGRP, VPN, WiFi, WLAN, TACACS, IPS, IDS, DNS, DHCP, Cisco ISE, Palo Alto, GlobalProtect, Cisco Catalyst 9500/9300/8500, Cisco Nexus 9K/7K/5K, Meraki MX/MR/MS, GRE/IPSEC VPN, Zscaler, AWS Transit Gateway, Direct Connect, Azure Virtual WAN, ExpressRoute, Terraform, Ansible, Python, APIs and AIOps. Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC.

Principal Infrastructure Engineer

Facilities Associate

Corporate Security Specialist

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. What you will do: Receive inquiries from financial advisors and coordinate responses related to the advisory platforms, supported advisory programs, and/or advisory accounts by working with internal groups to expedite the resolution of issues and provide a positive advisory platform experience.

Senior Specialty Operations Professional

We’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.

Wealth Advisor Jobs in Dallas, TX

Mortgage Specialist Morgan Stanley

Senior Growth Enablement Analyst Cetera Financial Group Inc

Philanthropic Services Senior Manager Wells Fargo & Co

Manager, RIA Operations Apex Fintech Solutions LLC

Manager, RIA Operations APEX Fintech Services

Personal Trust Sales Consultant Teachers Insurance and Annuity Association of America (TIAA)

Private Credit Investment Associate Corient

ASSOCIATE, REPORTING Cresset Capital Management LLC

Fundraising Analyst Groq

Head of Advice Portfolio Construction Technology Vanguard Group

Senior Manager, Estate Settlement Fifth Third Bank

Trust Officer Fifth Third Bancorp

Business Development Director, Fraud & Forensics Armanino McKenna Certified Public Accountants & Consultants

Business Development Director, Fraud & Forensics Armanino

Regional Institutional Business Development Manager Cetera Financial Group Inc

Principal Infrastructure Engineer Cetera Financial Group Inc

Facilities Associate Cetera Financial Group Inc

Corporate Security Specialist Cetera Financial Group Inc

Senior Specialty Operations Professional Cetera Financial Group Inc

Business Development / Financial Consultant CORDA Investment Management

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