UNKNOWN

FEED

As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

YEAR

LPL Financial Services

Avp, Senior Network Engineer

ea_via_bold

As we launch Margin and Options and expand fixed income, we're hiring a Senior Analyst, Trading as a desk generalist to execute daily order monitoring, break resolution, and advisor support across equities, options, and fixed income, while supporting Credit Risk functions. As Senior Analyst, Trading, you will be the daily engine of a multi-asset desk: monitoring order flow, resolving breaks, supporting advisors, and escalating issues with sound judgment.

Altruist

Senior Trading Analyst

As we launch Margin and Options and expand fixed income, we're hiring a Manager, Trading as a desk generalist to run daily workflows and the trade lifecycle across equities, options, and fixed income, while supporting Credit Risk functions. As Manager, Trading, you will be accountable for the accuracy, timeliness, and reliability of daily desk operations across equities, options, and fixed income, and for supporting Credit Risk when accounts must be brought back into compliance.

Trading Manager

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

AVP Tech, Edge Security Engineer

Business Development Associate

Avp, Senior Full Stack Software Engineer (AI & Cloud Platforms)

Job Overview: As a member of the Cyber Security team, an AVP Penetration Tester of Offensive Security will be responsible for helping with the scheduling, scoping, and execution of internal penetration testing with a strong focus on Large Language Model (LLM), agentic built applications, and supporting API penetration testing. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Avp, Penetration Tester (Llm)

Principal Solution Architect

u003ch2u003eu003cstrongu003eThe Roleu003c/strongu003eu003c/h2u003enu003cpu003eYou'll be the operational backbone of a growing Bee Cave-based advisory practice led by a 30+ year industry veteran. Let's talk!u003c/strongu003eu003c/pu003e.

Farther Finance

Client Service Associate

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.u003c/pu003enu003ch3u003eYour

Client Experience Associate

u003ch3u003eThe Roleu003c/h3u003enu003cpu003eAs a Senior Financial Planner on the Financial Planningu0026nbsp; team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services.

Senior Financial Planner

Senior Software Engineer - Net/C#, Angular And AWS

Avp, Data Center Network Engineer

That means working continuously with key leads across business, product, technology, risk, and legal - not as a status-collector, but as the person who surfaces where execution is at risk, resolves the cross-functional tradeoffs that block progress, and keeps the program moving toward business outcomes rather than activity. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

Vpii, Enterprise AI Portfolio Strategy Leader

QKA, CPFA or another retirement plan designation (preferred, not required).u003c/liu003enu003cliu003eExperience with advisory fee billing and reconciliation.u003c/liu003enu003cliu003eBackground supporting participant education or financial wellness programs.u003c/liu003enu003cliu003eA track record of supporting multiple advisorsu0026nbsp;u003c/liu003enu003cliu003eExperience in a growing firm or startup environment.u003c/liu003enu003c/ulu003enu003ch3u003eWhy Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eExperience with RPAG (strongly preferred) or Fi360.u003c/liu003enu003cliu003eCRPS,

401K Operations 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. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Client Relationship Analyst

linkup_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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

The team works closely with Operations, Compliance, Risk, Technology, and business stakeholders on a wide variety of strategic initiatives involving financial market infrastructure, customer asset protection, custody and asset servicing, payments, digital assets, and emerging operational frameworks. The successful candidate will work across a variety of legal and regulatory topics affecting financial operations, including customer asset protection, securities processing and settlements, payments, corporate actions, financial market infrastructure, digital assets, and related areas.

VP, Operations & Strategic Advisory Counsel

Team Collaboration: Actively engage with the AM and other teams by participating in department meetings, leading and contributing to working groups, sharing innovative ideas, and leveraging continuous mentoring and training to foster a cohesive and effective working environment across different PIMCO functions. The key responsibilities include, but are not limited to: Market Research & Insights: Stay informed about financial markets, the global economic environment, asset allocation strategies and client data to provide valuable insights that support the sales efforts of the territory team.

Pacific Investment Management Co LLC

Account Associate, Internal Sales (Austin, TX)

The Financial Wellness Consultant executes strategic education programs, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broa der team to ensure each individual receives the right level of support. This role combines participant -focused education delivery with relationship -centric financial planning support, helping individuals make informed decisions about their financi al lives and, when appropriate, connecting them with Creative Planning's comprehensive wealth management services for deeper guidance.

Wealth Management Advisor Jobs in Texas

Avp, Senior Network Engineer LPL Financial Services

Senior Trading Analyst Altruist

Trading Manager Altruist

AVP Tech, Edge Security Engineer LPL Financial Services

Business Development Associate LPL Financial Services

Avp, Senior Full Stack Software Engineer (AI & Cloud Platforms) LPL Financial Services

Avp, Penetration Tester (Llm) LPL Financial Services

Principal Solution Architect LPL Financial Services

Client Service Associate Farther Finance

Client Experience Associate Farther Finance

Senior Financial Planner Farther Finance

Senior Software Engineer - Net/C#, Angular And AWS LPL Financial Services

Avp, Data Center Network Engineer LPL Financial Services

Vpii, Enterprise AI Portfolio Strategy Leader LPL Financial Services

401K Operations Associate Farther Finance

Client Relationship Analyst Morgan Stanley

Client Service Associate Morgan Stanley

VP, Operations & Strategic Advisory Counsel Morgan Stanley

Account Associate, Internal Sales (Austin, TX) Pacific Investment Management Co LLC

Financial Wellness Consultant Creative Planning Inc

Similar Job Searches

Stand out to leading employers.