Wealth Management Advisor Salaries in Plano, TX

Developing in depth understanding of portfolio construction and risk management. Providing a best-in-class service experience to a select group of clients,…

$75,000 - $85,000 a year

Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand…

$64,480 a year

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

A Bachelor's degree in finance, economics, or a related field. Educating and empowering clients with the knowledge and tools needed to confidently manage their…

$78,000 - $85,000 a year

The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth…

$159,970 - $188,200 a year

5 days ago

Four-year degree in business, finance, economics, personal financial planning, or a similarly relevant field. Deep training in RBC’s wealth planning methodology…