UNKNOWN

FEED

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. This job drives asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive retention outreach, delivering a blend of retirement education and on-demand financial advice across a broad range of TIAA products and services.

YEAR

Teachers Insurance and Annuity Association of America (TIAA)

Client Engagement Consultant

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FULL_TIME

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

partner JazzHR

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

GreenHouseAPI

Own the function's controls: daily cash and bank reconciliations with exception escalation, SEC Rule 15c3-3 reserve inputs, principal approval of disbursements, and AML, OFAC, and fraud escalation. Deliver accurate, on-time cash positioning and funding inputs for liquidity forecasting and bank account funding, and partner with Finance and Treasury on funding decisions and escalations.

Altruist

Manager Of Cashiering & Treasury

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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. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations.

Product Specialist, Rebalancing

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. 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.

Groq, Inc.

Fundraising Analyst

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

Associate Digital Product Owner

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

Manager, Complex Product Supervision

Regional Institutional Business Development Manager

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

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. This dedicated, credit-union-focused role builds and scales the programs, content, and tools that drive credit union acquisition, conversion, and expansion, partnering closely with the Marketing Director, New Business Development, and CFI leadership to grow Cetera's position as the Credit Union Strategic Growth Partner.

Senior Marketing Specialist

As an Audit Manager within the Private Bank/Wealth Management Solutions Internal Audit team, you will plan and lead audit engagements from inception to reporting, partnering with global colleagues and business stakeholders to strengthen internal controls across our wealth management businesses. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase & Co

Audit Manager

Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements. Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.

Farther

Client Transitions Associate

This team supports the Private Bank, which delivers tailored financial advice to high-net-worth clients and families; Wealth Management Solutions, which provides investment expertise and global market insights; and Workplace Solutions, a leading cloud-based share plan administration platform. Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management.

Senior Auditor

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.

Senior Agentic Engineer

Event Operations Associate

With a focus on processing vendor invoices and employee reimbursements in Ramp, our AP system, as well as taking part in closing our books, this role ensures seamless payable operations while contributing to process improvements and system optimizations. 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.

Wealth Management Advisor Jobs in Dallas, TX

Client Engagement Consultant Teachers Insurance and Annuity Association of America (TIAA)

Client Relationship Associate R&R Human Resources Solutions

Chief Compliance Officer Tyree and D'Angelo Partners

Manager Of Cashiering & Treasury Altruist

Product Specialist, Rebalancing Altruist

Fundraising Analyst Groq, Inc.

Associate Digital Product Owner Cetera Financial Group Inc

Principal Infrastructure Engineer Cetera Financial Group Inc

Manager, Complex Product Supervision Cetera Financial Group Inc

Regional Institutional Business Development Manager 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

Senior Marketing Specialist Cetera Financial Group Inc

Audit Manager JPMorgan Chase & Co

Client Transitions Associate Farther

Senior Auditor JPMorgan Chase & Co

Senior Agentic Engineer Farther

Event Operations Associate Farther

Accounting Associate Farther

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