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We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. In this role, you will have the opportunity to make a meaningful impact by helping clients and prospective clients navigate complex compliance challenges, resolve difficult plan issues, and protect the long-term health of their retirement plans.

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Aon Plc

Plan Administrator

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We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

NFP Corp

Plan Administrator Special Projects

Atlas Advisory Group , a boutique wealth management firm, located in Plano, TX , is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. Case Management: Manage cases that at different stages, proactively provide assistance needed to push the cases forward.

R&R Human Resources Solutions

Client Relationship Associate

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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. Partners with the Financial Advisor / Private Wealth Advisor team to develop and implement a comprehensive business plan, supporting the firm's service model of delivering first-class service in a first-class way.

Morgan Stanley

PWM Investment Consultant - Relationship Manager

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Success in this role is demonstrated through higher client retention, stronger client satisfaction, more client referrals, greater share of wallet, improved advisor capacity, and better service consistency across offices, teams, and segments. Our vision is a client experience that is personal, proactive, seamless, and consistently excellent across the firm, where every client feels known, valued, and confident that Allworth understands their goals, anticipates their needs, and brings the full strength of the firm to help them make better decisions for their life, family, and legacy.

Allworth Financial

Head of Client Experience

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HeadOfSales #HeadOfDistribution #WealthTech #InvestmentTechnology #WealthManagement #InstitutionalInvesting #RIA #FamilyOffice #AssetManagement #PortfolioManagement #InvestmentAnalytics #FinTech #SalesLeadership #DistributionStrategy #BusinessDevelopment #GTM #GoToMarket #RemoteJobs . If you’re an experienced wealth-management or investment-technology commercial leader who has built sales motions from the ground up, personally generated and closed meaningful business, and developed relationships across RIAs, family offices, institutional investors, and strategic distribution partners , we’d love to hear from you.

Pavago

Head Of Sales & Distribution - Wealthtech & Investment Technology | Remote

As a key contributor to the Schwab Advisor Services BCE organization, the Senior Project Manager, Operations and Technology Consulting Support will partner closely with our Technology, Operations, Cyber and AI Consultants to support the delivery of immersive Digital Modernization Consulting Engagements to our largest and most complex RIA clients. This role will also help lead the creation, enhancements, and ongoing management of program content and resources, including scalable tools, guides, worksheets, exercises, and other consulting assets that support both immersive client engagements and broader application of the program.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Sr Project Manager, Operations & Tech Consulting Support

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Job Summary: A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group.

BDO USA PC

Global Employer Services Managing Director-Actuarial Services

Tyree & D’Angelo Partners (“TDP”) is a private equity investment firm with offices in Chicago and Dallas that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. The Company is a rapidly growing Registered Investment Advisor (“RIA”), focused primarily on delivering fee-based comprehensive wealth management services to high net worth and mass affluent customers.

Tyree and D'Angelo Partners

Chief Compliance Officer

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers 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

Affiliate Growth Consultant

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. Hands-on experience with industry data feeds is required, including sponsor and custodial feeds such as DST FAN Mail, BNY DAZL, DTCC / NSCC (NSCC IPS and Payment aXis), and clearing-firm files from Pershing, NFS/Fidelity, and Schwab, aggregated through Broadridge / IDM (Investigo) and Albridge.

Senior Data Supply Chain Analyst

You will combine CRM solution architecture expertise with an understanding of financial services workflows and technology ecosystems to advise clients on platform strategy, solution design, data models, technology selection, and end-to-end implementation. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

West Monroe Partners, LLC

CRM Solution Architect

You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.

Frost Bank

Financial Planning Specialist

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Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

Client Experience Associate

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Farther Finance Advisors LLC

Senior Client Experience Associate

You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. Develop, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.

Senior Financial Planner

You''ll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. Develop, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.

Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.

Wealth Management Advisor Jobs in Dallas, TX

Plan Administrator Aon Plc

Plan Administrator Special Projects NFP Corp

Client Relationship Associate R&R Human Resources Solutions

PWM Investment Consultant - Relationship Manager Morgan Stanley

Head of Client Experience Allworth Financial

Head Of Sales & Distribution - Wealthtech & Investment Technology | Remote Pavago

Sr Project Manager, Operations & Tech Consulting Support The Charles Schwab Corp

Global Employer Services Managing Director-Actuarial Services BDO USA PC

Chief Compliance Officer Tyree and D'Angelo Partners

Affiliate Growth Consultant Cetera Financial Group Inc

Senior Data Supply Chain Analyst Cetera Financial Group Inc

CRM Solution Architect West Monroe Partners, LLC

Financial Planning Specialist Frost Bank

Client Experience Associate Farther

Client Experience Associate Farther Finance Advisors LLC

Senior Client Experience Associate Farther

Senior Financial Planner Farther

Senior Financial Planner Farther Finance Advisors LLC

Client Service Specialist Jambalaya Group

401k Operations Associate Farther Finance Advisors LLC

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