UNKNOWN

FEED

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

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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

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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

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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

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Why You'll Love Working Here: Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

Vanguard Group

Certified Financial Advisor

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.

Texas Capital Bancshares, Inc.

Private Client Advisor

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.

Texas Capital Bank

Sr. Private Client Advisor

Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  .

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Frisco / Plano / Warren

Premier Advisor - Dallas

Premier Advisor - Mesquite/ Garland / Rowlett

After approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role.

Advance to Financial Planning Advisor

NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com, @nttdatafed.com and @talent.nttdataservices.com email addresses. Present architectural patterns, business cases, and transformation roadmaps to C-level and senior Sourcing, Supply Chain and GCC leaders across Mfg, Pharma, CPG and Tech clients.

YEAR

NTT DATA Services, LLC

Digital Solution Architect Lead Advisor

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Bank of America

Private Client Advisor II

3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Sales & Operations Advisor

As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships.

Peak Performance Team

service advisor

FULL_TIME

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, LLC

Advisor Onboarding Associate

partner JazzHR

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. The Digital High Net Worth (DHNW) Advisor provides ongoing relationship management for existing and prospective self – directed high net worth clients across Wells Fargo Advisors' digital investment platform.

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.

Wells Fargo Bank

Senior Financial Relationship Advisor – High Net Worth

You will play a key role in supporting practice and client service leaders in building their relationships with high-potential prospective clients; developing and sustaining a robust pipeline of concrete client service opportunities; and successfully pursuing those opportunities by delivering best-in-class development & proposal experiences for priority clients. To do this effectively, you will need to actively gather market intelligence about actors in the sector, monitor our proposal pipeline, detect emerging challenges / questions / trends that senior philanthropy leaders are grappling with, and explore innovative go-to-market approaches that may help us amplify our impact, as well as additional service offerings we should be developing to bring to our clients.

Wealth Management Advisor Jobs in Dallas, TX

Senior Relationship Advisor Northern Trust Corp

Relationship Advisor Northern Trust

Financial Advisor - Rockwall, TX Advisor Talent Solutions

Advisor Training Coordinator Hilltop Holdings Inc

Certified Financial Advisor Vanguard Group

Private Client Advisor Texas Capital Bancshares, Inc.

Sr. Private Client Advisor Texas Capital Bank

Private Client Advisor Texas Capital Bank

Sr. Private Client Advisor Texas Capital Bancshares, Inc.

Premier Advisor - Frisco / Plano / Warren Truist Bank

Premier Advisor - Dallas Truist Bank

Premier Advisor - Mesquite/ Garland / Rowlett Truist Bank

Advance to Financial Planning Advisor Vanguard Group

Digital Solution Architect Lead Advisor NTT DATA Services, LLC

Private Client Advisor II Bank of America

Sales & Operations Advisor DriveTime

service advisor Peak Performance Team

Advisor Onboarding Associate Level Four Group, LLC

Senior Financial Relationship Advisor – High Net Worth Wells Fargo Bank

Client Development Advisor - Philanthropy McKinsey & Co Inc

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