UNKNOWN

FEED

This executive owns New Store Sales end to end: building and leading the business development team, operating a disciplined recruiting playbook, and running the transition function that brings newly affiliated advisors and their assets onto the platform. Working fluency in advisor transition mechanics and command of independent-channel economics: account transfer and repapering, payout structures, transition capital, and acquisition cost discipline.

HOUR

Integrity Marketing Group

Vice President, Advisor Growth & Transitions

ea_via_bold

Head Of Advisor Growth & Transitions

Evaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.

Professions Inc

Financial Advisor - RIA

Crelate

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.

YEAR

Altruist Corp

Advisor Support Team Lead

linkup_via_bold

FULL_TIME

What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. Step into a more immersive advisory role where you'll work directly with clients, lead financial planning conversations, and gain hands-on experience that prepares you to become a more well-rounded financial advisor.

SWMG

Associate Financial Advisor | Financial Planning

Talent Acquisition

OTHER

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase Bank, N.A.

J. P. Morgan Advisor- Investment Associate - Dallas, TX

equestftpin

What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners.

Financial Planner Apprentice (Advisor Apprenticeship Program)

Our West Houston, TX office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement Group Acquisition

Financial Advisor

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

SCS Capital Management

Client Advisor

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

[AW]-iCims

This role is accountable for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Tax Advisor (Hybrid)

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

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.

Advisor Onboarding Specialist

Our client is an established and growing wealth management practice seeking an experienced Service Advisor to work closely with the lead advisor and help manage and deepen existing client relationships. The Service Advisor will act as a second chair to the lead advisor, participate in client meetings, prepare financial planning work, identify planning opportunities, and own client follow-up and ongoing service.

Claire Myers Consulting

Service Financial Advisor

sourcestack_via_bold

As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs. Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.

Northern Trust Corp

Senior Relationship 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.

Relationship Advisor

If you have spent years building client relationships at a broker-dealer and are ready for more freedom, more alignment, and more ownership over the way you serve your clients, CORDA may be exactly what you have been looking for. If you are looking for a place to plug in, grow alongside talented colleagues, and serve clients within a close-knit firm that operates with intention, that is exactly what CORDA offers.

CORDA Investment Management

Senior Financial Advisor

Coordinates account management by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity. Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.

Trust Advisor

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.

Wealth Advisor Jobs in Texas

Vice President, Advisor Growth & Transitions Integrity Marketing Group

Head Of Advisor Growth & Transitions Integrity Marketing Group

Financial Advisor - RIA Professions Inc

Advisor Support Team Lead Altruist Corp

Associate Financial Advisor | Financial Planning SWMG

J. P. Morgan Advisor- Investment Associate - Dallas, TX JPMorgan Chase Bank, N.A.

Financial Planner Apprentice (Advisor Apprenticeship Program) SWMG

Financial Advisor Wealth Enhancement Group Acquisition

Financial Advisor Professions Inc

Client Advisor SCS Capital Management

Financial Advisor Northwestern Mutual

Tax Advisor (Hybrid) Wealth Enhancement Group Acquisition

Tax Advisor/Manager Unity Search Group

Advisor Onboarding Specialist Altruist Corp

Service Financial Advisor Claire Myers Consulting

Senior Relationship Advisor Northern Trust Corp

Relationship Advisor Northern Trust Corp

Senior Financial Advisor CORDA Investment Management

Trust Advisor Northern Trust Corp

Financial Advisor Associate Stifel

Similar Job Searches

Stand out to leading employers.