UNKNOWN

FEED

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

linkup_via_bold

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.

HOUR

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.

YEAR

Exit Factor

Director Of Strategic Partnerships

ea_via_bold

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>

Wells Fargo & Co

Field Compensation Senior Manager of Product

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. Establish governance practices for Business Data Owners and Data Stewards, facilitate stewardship forums to prioritize requirements, resolve cross-domain ownership and accountability issues, and ensure governance, data quality, and master data management practices are aligned with enterprise priorities, strategic initiatives, and business value.

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

Director, Data Trust

Must have 3 years of project experience in one or a combination of any of the following areas within Oracle technologies: Finance transformation and accelerated close; Sub-ledger and/or ledger redesign; Management reporting enhancement, Business intelligence, and/or Decision support; Enterprise data design and management, and/or Data warehousing; Enterprise application integration; AND/OR. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.

Ernst & Young Global Ltd

FSO - Cons - Tech Cons - Tech - Pltfrms - Fin Mgmt - Orcle ERP - Mgr - Multi Positions - 1744815

FULL_TIME

The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.

JPMorgan Chase Bank, N.A.

Private Bank - Alternative Investment Specialist - Vice President

equestftpin

Technology|Infrastructure Security|Anti Virus, HIPS, IDS, Vulnerability Management, Patch Management Domain|Unified Vulnerability Management|Remediation Governance Technology|Application Security|Vulnerability Management Technology|Security Testing|Vulnerability Assessment Technology|Cloud Security|AWS - Vulnerability Management Raleigh, NC, Richardson, TXUSANorth Carolina, TexasITL USA Infosys Limited Architecture PrincipalPrincipal Technology Architect - US2251781No5439239810.00.009/16/2026Enterprise Security Architect. Hands-on experience with Agentic AI architectures and technologies (agent frameworks, tool/function calling, multi-agent orchestration, RAG, LLM evaluation) with real deployments - not just conceptual knowledge.

<div>
<h1>Infosys is a global leader in next-generation digital services and consulting. We enable clients in 45 countries to navigate their digital transformation.</h1>
<section>
<article>
<div>
<div>
<p>With over three decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.</p>
</div>
</div>
</article>
</section>
</div>

Infosys Ltd

Enterprise Security Architect

It is designed to develop the candidate into a future Portfolio Manager through progressively greater responsibility for research coverage, portfolio decisions, and client-facing communication. Communication & Thought Leadership Analyze economic trends and industry developments and contribute to market commentary, client letters, and presentations.

Level Four Group, LLC

Associate Portfolio Manager / Research Analyst

partner JazzHR

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Analyst, Portfolio Implementation

sourcestack_via_bold

Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.

Armanino McKenna Certified Public Accountants & Consultants

Director, Family Office

PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

Wealth Management Advisor Jobs in Dallas, TX

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

Director, Data Trust Cetera Financial Group Inc

FSO - Cons - Tech Cons - Tech - Pltfrms - Fin Mgmt - Orcle ERP - Mgr - Multi Positions - 1744815 Ernst & Young Global Ltd

Private Bank - Alternative Investment Specialist - Vice President JPMorgan Chase Bank, N.A.

Enterprise Security Architect Infosys Ltd

Associate Portfolio Manager / Research Analyst Level Four Group, LLC

Analyst, Portfolio Implementation Corient

Director, Family Office Armanino McKenna Certified Public Accountants & Consultants

Commercial Banking Relationship Manager Hilltop Holdings Inc

Similar Job Searches

See More Jobs

Stand out to leading employers.