UNKNOWN

ADAPTED_NOW

YEAR

Information 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.

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com 🤖

Jobot

Wealth Advisor

Information 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. We’re emerging as a disruptor in wealth management, giving advisors the platform, community, and operational support to scale efficiently, keep innovating, and deliver exceptional service to their clients.

Business & Data Operations, Wealth Management

This opportunity allows you to support financial advisors, their teams, and investment clients with brokerage and advisory account inquiries, financial transactions, and specialized service requests. CornerStone Staffing is partnering with a leading financial services organization to hire experienced Wealth Management / Brokerage Client Service Specialists !

HOUR

CornerStone Staffing has tenured recruiters in Texas and Arizona who work with qualified job seekers in Texas, Arizona, Indiana, Kentucky, Tennessee, North Carolina, South Carolina, Georgia, and Florida to help support both in-office and work from home positions for the best companies in the United States.
CornerStone Staffing’s team of experts are the industry leaders in consulting companies on in-office and work from home hiring strategies so whether you need a great job or highly qualified talent, contact CornerStone Staffing’s recruiters in Dallas, Fort Worth, Houston or recruiters in Phoenix, AZ today.

CornerStone Staffing

WEALTH MANAGEMENT SERVICE SPECIALIST

Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates Dental insurance with MetLife Vision insurance with VSP. We are widely recognized as a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

Everforth, Cybercoders

Tax Manager - Hybrid, Wealth Management - $140k+

AdvantageAI

While providing exceptional client/advisor experience during transition period, this position focuses in facilitating the move of Advisor’s client book from prior custodian to Raymond James and training on the systems needed to be a successful Advisor at Level Four Financial. Essential responsibilities and tasks of the Advisor Onboarding Associate are: Serve as the project coordinator for Level Four Advisor Onboarding team to meet the transition/onboarding goals set forth for each Financial Advisor joining Level Four.

Level Four Group

Advisor Onboarding Associate

jobtargetdirectftpin

Information 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. Its teams of consultative advisors help businesses and individuals manage their biggest risk, workforce, wealth management, and retirement challenges.

Corporate Counsel

This position requires recent hands-on experience within a brokerage, wealth management, or investment services environment and the ability to navigate complex financial account activity accurately from initial request through resolution. Support financial advisors and their clients with brokerage and wealth management account servicing, transactions, and operational requests.

Brokerage Operations Specialist

This individual will support financial advisors and internal stakeholders by managing paperwork status updates, responding to inquiries, and ensuring adherence to established Service Level Agreements (SLAs). The New Accounts Associate is a key member of the Operations team, responsible for reviewing and processing new account paperwork with a high degree of accuracy and timeliness.

New Accounts Associate

Information 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. From a prospect’s first demo to an existing partner’s training session, you’ll listen closely, make complex concepts approachable, and help people see practical ways to work more effectively.

Presales Tech Consultant

Information 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. We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients.

Technology Partner Success

Information 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. We’re a growing wealth management organization that partners with advisory firms nationwide, providing the technology, infrastructure, and operational support to help them thrive while preserving their client-first culture.

Data Integrations Lead

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.

First Horizon Bank

Senior Commercial Relationship Manager

JobAdX

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs.

New York Life - Dallas

Entry-Level Financial Professional

J-Vers Cloud

FEED

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

U.S. Bank

Private Wealth Management - Private Wealth Advisor

ea_via_bold

Own regional recruiting results, including revenue, AUM, advisor headcount growth, and strategic acquisition outcomes associated with experienced financial advisors, advisor teams, and other growth opportunities. This Vice President serves as a strategic advisor to Territory and field leadership and is accountable for advisor acquisition results, recruiting productivity, recruiting economics, and overall business impact.

Prudential Financial Inc

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual)

linkup_via_bold

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. 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.

The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management

PNC Bank

sourcestack_via_bold

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

Vanguard Group

Senior Wealth Advisor

For someone looking to expand their expertise in complex financial planning and advance toward greater advisory responsibility, this role offers meaningful client exposure, collaboration with experienced advisors, and long-term career advancement without the pressure of sales quotas or business development requirements. We are working with an independent, fee-only wealth management firm seeking their next Wealth Advisor to support high-net-worth individuals and families, including entrepreneurs, business owners, and real estate investors.

Ross Recruiting

Other 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.

Wealth Advisor Jobs in Texas

Wealth Advisor Jobot

Business & Data Operations, Wealth Management Jobot

WEALTH MANAGEMENT SERVICE SPECIALIST CornerStone Staffing

Tax Manager - Hybrid, Wealth Management - $140k+ Everforth, Cybercoders

Advisor Onboarding Associate Level Four Group

Corporate Counsel Jobot

Brokerage Operations Specialist CornerStone Staffing

New Accounts Associate Level Four Group

Presales Tech Consultant Jobot

Technology Partner Success Jobot

Data Integrations Lead Jobot

Senior Commercial Relationship Manager First Horizon Bank

Entry-Level Financial Professional New York Life - Dallas

Private Wealth Management - Private Wealth Advisor U.S. Bank

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual) Prudential Financial Inc

Wealth Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management PNC Bank

Senior Wealth Advisor Vanguard Group

Wealth Advisor Ross Recruiting

Wealth Advisor, Managing Director BakerAvenue

Similar Job Searches

Stand out to leading employers.