UNKNOWN

FEED

You will work across Product, Engineering, Design, Customer Success, Market Data, Compliance, and Product Marketing to improve the quality of the experience and expand the value Altruist delivers to advisors. This role is hybrid and based in San Francisco, Los Angeles, or Dallas, supporting close collaboration with Altruist's product, engineering, and operations teams.

YEAR

Altruist

Senior Product Manager, Portfolio Reporting

ea_via_bold

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. As part of the Global Litigation Department, Wealth Management Investigations handles internal investigations and regulatory enforcement matters for the Wealth Management business segment, which includes advisor-led, self-directed (E*TRADE), and workplace channels.

Morgan Stanley

Vice President, Wealth Management Investigations Attorney

6+ years hands-on in account transfers at a self-clearing broker-dealer, clearing firm, or custodian, with deep command of transfer types, status codes, cycle timing, and asset level handling. Actively monitor metrics including individual productivity and quality, straight-through processing rate, rejection rates by transfer type and reason code, SLAs, and processing times, and use them daily for workforce management and innovation prioritization.

Senior Manager Of Transfer Of Assets (Acats)

The Retirement Plan Administrator partners with employees, leadership, vendors, and regulatory agencies to maintain plan integrity, support participants, and guide the evolution of the company's retirement program offerings. Evaluate and coordinate transitions involving alternative plan types, such as SIMPLE IRAs, Pooled Employer Plans (PEPs), and Multi‑Employer Plans (MEPs).

Integrity Marketing Group, LLC

Retirement Administrator

linkup_via_bold

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

sourcestack_via_bold

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)

This role will be responsible for supporting the advisor in day-to-day client management and will be providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Our Wealth Advisory Managers are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.

BakerAvenue

Wealth Advisory Manager

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).

Citigroup Inc.

Citi Private Bank | Uhnw Investment Counselor

SUCCESS MEASURES• Same-store growth of 6%, 8%, and 10% or better in years one, two, and three across the pod• Asset retention of 97% or better; regrettable attrition below 1%• Value-add service adoption of 70% or better; advisor net promoter score of 60 or better; pulse response of 75% or better• Recruiting introductions of $2 billion or more per year sourced from the pod. This leader is the primary growth and retention partner for a dedicated portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets — delivering practice development consulting, the firm's value-add service model, and early-warning retention management.

Integrity Marketing Group

Senior Director, Advisor Success

Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows. Fluency in platform economics - advisory conversion, fee-based revenue, product shelf strategy, and technology adoption - as a proven leader of leaders who has built a multi-layer organization.

Senior Director Advisor Solutions And Adoption

Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows. • Fluency in platform economics — advisory conversion, fee-based revenue, product shelf strategy, and technology adoption — as a proven leader of leaders who has built a multi-layer organization.

Head of Advisor Success & Solutions

Head Of Advisor Success & Solutions

Platform Management consists of two roles: Fund Management: responsible for developing and executing liquidity strategies across private market portfolios, managing capital activity, analyzing deal allocations, recommending optimal deployment of investable capital in line with fund and firm guidelines, and conducting performance attribution analysis. Fund Management: responsible for developing and executing liquidity strategies across private market portfolios, managing capital activity, analyzing deal allocations, recommending optimal deployment of investable capital in line with fund and firm guidelines, and conducting performance attribution analysis.

The Goldman Sachs Group Inc

Asset Management, Platform Management, Analyst, Dallas

FULL_TIME

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Financial Advisor

[AW]-iCims

This role will be responsible for tax advisory and planning; as well as tax preparation/review for individuals, families, trusts, estates, and closely held businesses. Unity Search has partnered with a growing North Dallas Wealth Management firm looking to add a Tax Advisor to their team.

Unity Search Group

Tax Advisor/Manager

HaleyMarketing

OTHER

This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model. The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients.

Allworth Financial

Associate Advisor

greenhouse_via_bold

Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Henley & Partners Holdings Ltd

Client Advisor

Documented record of recruiting advisor practices, with comfort owning a personal recruited-asset production target. 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.

HOUR

Director, Business Development (Advisor Recruiting)

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. 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.

Wealth Management Advisor Jobs in Dallas, TX

Senior Product Manager, Portfolio Reporting Altruist

Vice President, Wealth Management Investigations Attorney Morgan Stanley

Senior Manager Of Transfer Of Assets (Acats) Altruist

Retirement Administrator Integrity Marketing Group, LLC

Associate Wealth Advisor Corient

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

Wealth Advisor (Dallas) Southwest Business Corporation

Wealth Advisory Manager BakerAvenue

Citi Private Bank | Uhnw Investment Counselor Citigroup Inc.

Senior Director, Advisor Success Integrity Marketing Group

Senior Director Advisor Solutions And Adoption Integrity Marketing Group

Head of Advisor Success & Solutions Integrity Marketing Group

Head Of Advisor Success & Solutions Integrity Marketing Group

Asset Management, Platform Management, Analyst, Dallas The Goldman Sachs Group Inc

Financial Advisor Northwestern Mutual

Tax Advisor/Manager Unity Search Group

Associate Advisor Allworth Financial

Client Advisor Henley & Partners Holdings Ltd

Director, Business Development (Advisor Recruiting) Integrity Marketing Group

Client Advisor SCS Capital Management

Similar Job Searches

See More Jobs

Stand out to leading employers.