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FEED

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. Intermediate to advanced knowledge of Microsoft Office Suite; strong attention to detail; problem-solving skills; clear written and verbal communication; client service skills, including prompt problem resolution, responsiveness, and professionalism; ability to work independently with minimal supervision; and ability to manage multiple tasks and deadlines at the same time.

YEAR

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

Retirement Plan Trust Accountant

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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.

Senior Compliance Analyst - Regulatory Exams

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.

Supervisor, Commissions

Elite Service Professional

HOUR

Senior Service Professional

Service Professional

Senior Reporting & Billing Professional

Elite Reporting & Billing Professional

The Lead coordinates home office visits for prospective advisors and structured field visits to producing practices - bringing operations, service, and supervision resources directly to advisors, and converting findings into action plans with the owning Advisor Success Leader. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity Marketing Group, LLC

Workflow Coordinator - Onsite Visit Lead

The Client Service Associate supports financial advisors with high-level administrative and operational tasks, coordinates client meetings, manages account and service requests, and ensures smooth office operations. Exhibit working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, and charitable giving practices.

Wealth Enhancement Group LLC

Client Service Associate

The ideal candidate combines a strong understanding of financial transactions, excellent analytical capabilities with the ability to support both advisors and internal stakeholders in delivering an exceptional billing experience. 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

Billing Associate

GreenHouseAPI

OTHER

Our vision is to build the most connected and valuable platform serving business owners, bringing together the expertise, relationships, and resources owners need to build stronger companies, create wealth, and gain greater freedom and future options. The Director of Strategic Partnerships will help Prospere own the relationships and distribution channels that connect more business owners to the right advice, opportunities, and capital at the right time .

Prospere Companies

Director of Strategic Partnerships

BreezyHR

Our vision is to build the most connected and valuable platform serving business owners, bringing together the expertise, relationships, and resources owners need to build stronger companies, create wealth, and gain greater freedom and future options. The Director of Strategic Partnerships will help Prospere own the relationships and distribution channels that connect more business owners to the right advice, opportunities, and capital at the right time.

Exit Factor

Director Of Strategic Partnerships

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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.

Cullen/Frost Bankers Inc

Financial Planning Specialist

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

This role will also assist other business lines with their marketing initiatives including but is not limited to working with the Hilltop Holdings marketing team to develop marketing materials for business lines and recruiting initiatives, maintaining sponsorships, drafting internal communications, analyzing key metrics related to marketing, and executing events. Assists with making various event arrangements such as reservations, creating internal communications, making site visits and sourcing new venues, conducting research, etc.

Hilltop Holdings Inc

Business Development & Events Associate

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. Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process.

Morgan Stanley

Mortgage Specialist

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. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.

Mortgage Consultant

Job Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. 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.

Mortgage Banker

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. About this role: The Advisor Platform group within the Wealth and Investment Management (WIM) Chief Product Office is seeking a Field Compensation Senior Manager of Product to lead the enterprise strategy, roadmap, and execution of compensation product capabilities across advisor channels.

<p>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.</p>

Wealth Management Advisor Jobs in Dallas, TX

Retirement Plan Trust Accountant Cetera Financial Group Inc

Senior Compliance Analyst - Regulatory Exams Cetera Financial Group Inc

Supervisor, Commissions Cetera Financial Group Inc

Elite Service Professional Cetera Financial Group Inc

Senior Service Professional Cetera Financial Group Inc

Service Professional Cetera Financial Group Inc

Senior Reporting & Billing Professional Cetera Financial Group Inc

Elite Reporting & Billing Professional Cetera Financial Group Inc

Workflow Coordinator - Onsite Visit Lead Integrity Marketing Group, LLC

Client Service Associate Wealth Enhancement Group LLC

Billing Associate Farther

Director of Strategic Partnerships Prospere Companies

Director Of Strategic Partnerships Exit Factor

Financial Planning Specialist Cullen/Frost Bankers Inc

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Business Development & Events Associate Hilltop Holdings Inc

Mortgage Specialist Morgan Stanley

Mortgage Consultant Morgan Stanley

Mortgage Banker Morgan Stanley

Field Compensation Senior Manager of Product Wells Fargo & Co

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