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Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.

AllianceBernstein LP

VP/Wealth Advisor

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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

Associate Wealth Advisor

As a Vice President in the Wealth Management Partnership Program on the Sales Strategy Support team, you will lead execution, oversight, and continuous improvement of client transfer programs to align with business priorities and client needs. Manage revenue-share workflow end-to-end, including review coordination, submission to incentive systems, and partnership with Finance and Controllers to execute economic arrangements across channels.

JPMorgan Chase & Co

J. P. Morgan Wealth Management - Wealth Partnership Program, Vice President

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The Wealth Advisor is responsible for maintaining and expanding relationships with high-net-worth individuals, families, trusts, family companies and similar entities with BOK Financial Wealth, Inc. (BOKF). BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp

Wealth Advisor

Job purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

YEAR

Hub International

Senior Wealth Advisor

As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Hub International Insurance

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

The Colony Group, LLC

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Frost Bank

Wealth Advisor III

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Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

Wealth Advisor III - Dallas / Fort Worth

Focus Partners Wealth

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking."

Zions Bancorporation NA

Wealth Advisor - Dallas, Fort Worth, Frisco, TX

Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.

Southwest Business Corporation

Wealth Advisor (Dallas)

Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.

HOUR

Farther

Financial Wealth Advisor (Advisory Team)

GreenHouseAPI

At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.

Huntington Bancshares Inc

Private Bank Wealth Advisor III

This multi-faceted role requires strong analytical, problem-solving, quantitative, communication, presentation and project management skills, with the ability to manage multiple strategic initiatives that improve operating leverage, accelerate adoption of AI-enabled solutions and support commercial growth. Wealth Solutions provides strategic and operational oversight across a diverse set of wealth management businesses, partnering closely with business leaders and functional teams to drive growth, improve execution, and deliver a differentiated client and advisor experience.

The Goldman Sachs Group Inc

Asset & Wealth Management, Wealth Solutions, Vice President - Dallas

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

LPL Financial

Wealth Advisor - Educational Employees Credit Union

SWBC

The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

Mercer Advisors

Wealth Advisor (Dallas: Park Cities/Rockwall, TX)

Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.

Kestra Financial Independent Advisor

Client Services Associate - Waterworth Wealth Advisors

Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.

Wealth Management Advisor Jobs in Dallas, TX

VP/Wealth Advisor AllianceBernstein LP

Associate Wealth Advisor Corient

J. P. Morgan Wealth Management - Wealth Partnership Program, Vice President JPMorgan Chase & Co

Wealth Advisor BOK Financial Corp

Senior Wealth Advisor Hub International

Senior Wealth Advisor Hub International Insurance

Associate Wealth Advisor The Colony Group, LLC

Wealth Advisor III Frost Bank

Wealth Advisor III - Dallas / Fort Worth Truist Bank

Associate Wealth Advisor Focus Partners Wealth

Wealth Advisor - Dallas, Fort Worth, Frisco, TX Zions Bancorporation NA

Wealth Advisor (Dallas) Southwest Business Corporation

Financial Wealth Advisor (Advisory Team) Farther

Private Bank Wealth Advisor III Huntington Bancshares Inc

Asset & Wealth Management, Wealth Solutions, Vice President - Dallas The Goldman Sachs Group Inc

Wealth Advisor - Educational Employees Credit Union LPL Financial

Wealth Advisor (Dallas) SWBC

Wealth Advisor (Dallas: Park Cities/Rockwall, TX) Mercer Advisors

Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent Advisor

Wealth Advisor Simmons Bank

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