Last updated: 2025-05-22

23 Wealth Management jobs in Dallas.

Hiring now: Managing Dir Of Wealth Ma @ Busey, Retirement Service Rep Fi @ Adp, Tax Sr Associate @ Calvetti F, Dir Of Investment Ops @ Allworth F, Tax Lead Advisor @ Brighton J, Paraplanner @ Farther, Private Wealth Associate @ Bernstein , Compliance Support Associ @ Iqeq, Wealth Management Client @ Busey Bank, Wealth Management Client @ Bank Of Am.Explore more at at kaamvaam.com

🔥 Skills

client relationships (7) wealth management (6) client service (5) Wealth Management (4) financial planning (4) Business Development (3) customer service (3) compliance (3) financial services (3) communication skills (3)

📍 Locations

Dallas (16) Plano (4) Fort Worth (3)
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Busey

Managing Director of Wealth Management Dallas
Skills & Focus: Wealth Management, Business Development, Client Relationships, Sales, Financial Planning, Investment Programs, Team Leadership, Client Satisfaction, Retention, Risk Analysis
About the Company: Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being…
Experience: 7+ years Wealth Management / Financial Advisory experience; 3+ years of private wealth advisory team leadership preferred.
Salary: $130,000 - $200,000/year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…
Managing Director of Wealth Management Dallas
Skills & Focus: Wealth Management, Business Development, Client Retention, Financial Planning, Relationship Management, Investment Programs, Coaching, Client Satisfaction, Sales Success, Revenue Targets
About the Company: Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being…
Experience: 7+ years Wealth Management / Financial Advisory experience; 3+ years of private wealth advisory team leadership preferred.
Salary: $130,000 - $200,000/year
Type: Full-time
Benefits: Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purc…
Wealth Management Client Services Specialist Dallas
Skills & Focus: client relationships, customer service, sales support, compliance, teamwork, financial services, client onboarding, risk mitigation, customer experience, communication skills
Experience: Two or more years related experience in the financial services industry with high net-worth clients preferred.
Salary: $26.44 - $33.65/Hour
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life i…

Adp

Retirement Service Representative (FINRA LICENSE REQUIRED) Dallas
Skills & Focus: retirement, client service, financial wellness, investment products, employee education, account transactions, call quality, satisfaction, FINRA licenses, CRM system
About the Company: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 1+ year of Client Service/Customer Service or Finance/Banking experience
Type: non-exempt/hourly

Calvetti Ferguson

Tax Senior Associate Dallas
Skills & Focus: tax engagements, client relationships, technical review, IRS, state tax notices, training, mentoring, tax planning, public accounting, technical tax research
About the Company: Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering bu…
Experience: 2-3 years or more of experience, preferably in public accounting
Type: Full-time

Allworth Financial

Director of Investment Operations Dallas
Skills & Focus: investment management, financial planning, portfolio accounting, data integrity, financial systems, process improvement, client satisfaction, team leadership, data analysis, regulatory compliance
About the Company: An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Established in Sacramento, C…
Experience: Minimum 5 years of experience in the financial services industry
Type: Full-time
Benefits: Medical, Dental, Vision insurance; Healthcare savings accounts with company contribution; Flexible working arrangements…

Brighton Jones

Tax Lead Advisor Dallas
Skills & Focus: wealth management, tax planning, client relationships, consultative approach, personal goals, business goals, tax compliance, estate planning, gift tax, charitable planning
About the Company: A wealth management firm focused on Wealth Alignment and serving over 4,000 clients with over $26 billion in assets.

Farther

Paraplanner Dallas
Skills & Focus: financial planning, wealth management, financial advisors, client experience, financial analyses, financial products, investment opportunities, risk assessments, financial planning software, RIA
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 1-3 years of experience in financial services or wealth management
Type: Full-time
Benefits: Competitive comp package that rewards impact, Full health benefits + 401(k) matching & Roth options, Unlimited PTO
Senior Manager of Client Experience Dallas
Skills & Focus: client experience, wealth management, financial operations, people management, team development, service standards, client satisfaction, process improvements, high-growth environment, relationship building
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 5+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience.
Type: Full-time
Benefits: Full health benefits + 401(k) matching & Roth IRA options, Unlimited PTO.

Bernstein Private Wealth Management

Private Wealth Associate Dallas
Skills & Focus: asset allocation, capital markets, portfolio analytics, wealth planning, client service, financial advisors, investment management, communication skills, analytical skills, team players
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Type: Full-time

Brighton Jones

Advisor Dallas
Skills & Focus: client service, analytical support, operational support, administrative support, client acquisition, client implementation, client retention, collaboration, community involvement, professional development
About the Company: At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the…
Benefits: Opportunities for personal and professional growth, programs like MESI Training, teammate-led Giving, Richer Life Partn…

Farther

Client Experience Associate Dallas
Skills & Focus: client service, wealth management, relationship management, operational support, onboarding, ACATs, transfers, custodians, financial industry, efficiencies
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 2+ years of previous work experience in a similar position
Salary: Competitive compensation package
Type: Full-time
Benefits: Full health benefits + 401(k) matching & Roth options; Unlimited PTO

Iqeq

Compliance Support Associate Dallas
Skills & Focus: regulatory compliance, Securities Act, Advisers Act, compliance programs, marketing compliance, training, policy drafting, client services, alternative assets, private equity
About the Company: IQEQ is an investment services firm that provides regulatory compliance services for investment advisers, focusing on compliance programs relevant to the SEC a…
Type: Full-time

Busey Bank

Wealth Management Client Services Specialist Dallas
Skills & Focus: wealth management, client services, customer service, sales support, compliance, teamwork, client onboarding, risk mitigation, financial services, communication skills
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent.
Experience: two or more years related experience in the financial services industry with high net-worth clients preferred
Salary: $26.44 - $33.65/Hour
Type: Full-time
Benefits: competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medica…

Bank Of America Merrill Lynch

Wealth Management Client Associate Dallas
Skills & Focus: Client Service, Account Management, Customer Focus, Client Solutions, Operational Excellence, Issue Management, Business Development, Oral Communications, Referral Identification, Written Communications
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Type: Full-time

Busey

Wealth Advisor Dallas
Skills & Focus: client relationships, Wealth Management, financial planning, investment strategy, asset allocation, client recommendations, account reviews, client service, team coordination, business development
About the Company: Busey is a financial services provider that offers wealth management and banking services to clients.
Experience: Knowledge of Wealth Management Services including Investments, financial planning, banking and trust concepts.
Salary: $113,000 - $145,000/year
Type: Full-time
Benefits: Competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medica…

Hcvt

Various Professional Opportunities Fort Worth
Skills & Focus: Tax, Audit, Advisory, Business Management, Private Equity, High-Net-Worth Individuals, Diversity, Remote Work, Team Collaboration, Training and Development
About the Company: HCVT is a professional services firm offering Tax, Audit, Advisory, and Business Management services. We serve private and public companies, high-net-worth ind…
Type: Full-time
Benefits: Significant investments in training, diverse client engagements, hybrid work model, team-building activities.

Calvetti Ferguson

Tax Manager/Senior Manager Fort Worth
Skills & Focus: tax compliance, tax advisory services, client relationships, project management, high net worth individuals, trust returns, gift & estate planning, privately held businesses, partnerships, portfolio companies
About the Company: Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering bu…
Experience: Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies.
Type: Full-time

Busey Bank

Market President Fort Worth Fort Worth
Skills & Focus: leadership, relationship growth, commercial lending, wealth management, community involvement, risk assessments, client retention, business development, sales coaching, banking experience
About the Company: Busey Bank is a financial institution that provides a wide range of banking services including commercial and wealth management.
Experience: Requires at least 6 years of banking experience; leadership experience preferred.
Salary: $220,000 - $270,000/year
Type: Full-time
Benefits: Includes 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-pa…

Creditassociates

Settlement Advisor Plano
Skills & Focus: customer service, settlement terms, accounts review, funds validation, client liaison, debt settlement, financial services, client relationships, fund calculations, settlement offers
About the Company: CreditAssociates, a leading direct-to-consumer financial services company based in Plano, TX.
Experience: 1-year + experience in debt settlement or financial services
Benefits: Excellent benefits, including Medical, Dental, Vision and company paid Life Insurance; Generous 401k plan; Relaxed yet …

Citizens

Private Client Relationship Manager Plano
Skills & Focus: Wealth Management, Private Banking, Client Relationship Management, Community Engagement, Professional Development, Diversity and Inclusion, Financial Services, Team Support, Networking, Career Growth
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources, and programming to support healthy habits across all aspects of…

Ameriprise Financial

Financial Advisor Plano
Skills & Focus: financial planning, client relationships, marketing plan, coaching, networking, training, entrepreneurial spirit, goal-oriented, financial advisor, compliance
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success.
Type: Full-time
Benefits: Competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package.
Client Service Associate Plano
Skills & Focus: servicing clients, financial plans, investment research, transactions, client meetings, new business paperwork, marketing events, administrative duties, client correspondence, team
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration.
Experience: 3-5 years relevant experience
Type: Full-time