Top 352 Banking advisor Jobs in Dallas Tx

Private Banker
Boutique Recruiting —Dallas, TX
- $160,000 - $210,000 a year
- Office
- Business development
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Thrivent Financial —Dallas-Fort Worth, TX
- From $100,000 a year
- Full-time
- Background check
- Office
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional - Dallas - Analyst
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Organizational skills
- Disability insurance
- Health insurance
U.S. Private Bank - AWM Program Analyst - Fund Banking
JPMorganChase —Dallas, TX
- $100,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
10d
Transaction Banking, US Payments Solution Specialist, Vice President
Goldman Sachs —Dallas, TX
- 5 years
- Office
- Product management
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Goldman Sachs —Dallas, TX
- Word processing
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Wealth Management - Grants Manager - Vice President
JPMorganChase —Dallas, TX
- $110,000 - $190,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
AWM | Private Bank | Mortgage Transaction Manager | Associate - Dallas
Goldman Sachs —Dallas, TX
- Full-time
- Mid-level
- Office
- Residential
- Disability insurance
- Health insurance
Senior Fraud Investigator
Texas Capital Bank —Richardson, TX
- Overtime
- Microsoft Word
- Microsoft Excel
- 5 years
- Wellness program
- Paid holidays
Private Bank Investment Advisor
Texas Capital Bank —Dallas, TX
- Full-time
- Finance
- Business development
- Bachelor's degree
- Wellness program
- Paid holidays
Financial Analysis Specialist Advisor
NTT Ltd —Dallas, TX
- $72,500 - $135,500 a year
- Salesforce
- Mid-level
- Office
- Health savings account
- AD&D insurance
AI Consultant - Banking
NTT Ltd —Plano, TX
- $104,240 - $156,360 a year
- Full-time
- Azure
- 3 years
- AWS
- Health savings account
- AD&D insurance
Wealth Management Client Service Specialist
Peak American Financial Companies, Inc. —Plano, TX
- $60,000 a year
- Full-time
- Microsoft Word
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Insurance Sales Advisor - Warm Leads
C1 Insurance Group —Dallas, TX
- From $48,000 a year
- Full-time
- No experience needed
- Office
- Organizational skills
- Paid training
- Paid holidays
Quick Apply
Senior Manager of Payments Risk
Selby Jennings —Dallas, TX
- Up to $195,000 a year
- Office
- 8 years
- Analysis skills
Quick Apply
Virtual Financial Advisor - Dallas - Hybrid
Thrivent —Dallas, TX
- $23.80 - $26.45 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Sourcing Category Manager : Senior Advisor
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Oracle
- 11+ years
- Office
Controller
Colleyville, TX Industrial company —Colleyville, TX
- $140,000 - $160,000 a year
- Full-time
- CPA
- 11+ years
- Office
- Health insurance
- Dental insurance
Quick Apply

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banking advisor jobs near dallas tx

Private Banker

Boutique Recruiting -
Dallas, TX

Quick Apply

Job Details

$160,000 - $210,000 a year

Benefits

Paid holidays
Health insurance
RSU
Paid time off

Qualifications

Business development management
Customer communication
Customer relationship building
Commercial loans
Spreadsheets
Managing clients in a lending role
Business development
Sales management systems proficiency
Initial Contact (sales skills)
Prospecting
Microsoft Teams
Business development within finance
Client acquisition
CRM system proficiency
Community relationship building

Full Job Description

Position Title: Private Banker

Salary Range: $160,000-$210,000 / DOE + Quarterly Incentives + Annual RSUs

A leading financial institution is seeking an accomplished Private Banker to expand its presence across the Dallas-Fort Worth market. This high-impact production role focuses on developing and managing relationships with high-net-worth individuals, business owners, and professional referral partners while delivering tailored solutions across lending, deposits, treasury management, trust, and wealth advisory services. This established financial institution offers the scale and resources of a national bank with the responsiveness and autonomy of a specialized private banking team. With a client-first culture, long-tenured employees, strong internal support, and no micromanagement, this is an opportunity to build meaningful relationships, develop a high-growth market, and create lasting value for clients.

Private Banker Responsibilities

Develop new relationships with high-net-worth individuals, business owners, and professional referral partners
Grow business across lending, deposits, treasury management, trust, estate planning, and wealth advisory services
Cultivate referral relationships with CPAs, attorneys, financial advisors and other influential community partners
Farm existing relationships while actively pursuing new business throughout the Dallas-Fort Worth market
Follow up on warm leads and untapped opportunities resulting from the bank's expansion and acquisitions
Serve as a responsive, trusted point of contact who coordinates client needs across internal banking and wealth management teams
Conduct discovery conversations to understand each client’s personal, business, and financial priorities
Present customized banking solutions and clearly demonstrate the bank's value proposition
Maintain consistent client communication and remain accessible when time-sensitive needs arise
Partner with credit, underwriting, treasury management, trust and advisory professionals to deliver seamless solutions
Track prospect activity, client data and pipeline development in Salesforce
Attend client meetings, networking events and community functions to strengthen market visibility and generate opportunities
Travel locally and occasionally by air to meet with clients and referral partners

Private Banker Requirements:

10+ years of experience in private banking, commercial banking, private wealth management, or a closely related field
Established network of high-net-worth clients, business owners, and professional referral sources within the Dallas-Fort Worth market
Demonstrated history of originating and growing substantial loan, deposit, assets under management, and fee-income relationships
Strong understanding of credit and the ability to discuss complex lending needs with clients and internal partners
Proven ability to generate business independently through prospecting, networking and relationship development
High degree of social intelligence with a polished, engaging and consultative communication style
Ability to articulate a clear value proposition and compete effectively for sophisticated client relationships
Strong client service instincts with the responsiveness required to deliver a white-glove experience
Proficiency with Salesforce or a comparable CRM platform
Strong working knowledge of Microsoft Excel and Teams
Bachelor’s degree preferred, though equivalent experience and a proven production record will be considered
Series 6 or Series 7 license is preferred

Benefits:

Competitive base salary of $160,000-$210,000 / DOE
Performance-based incentive compensation paid quarterly or annually
Annual restricted stock unit awards
Significant total compensation potential for top performers
Medical coverage beginning the first day of the month following the start date
401(k) plan with a 3% company contribution, eligible the first day of the month following the start date
Four weeks of paid time off for VP-level employees
Option to purchase an additional week of paid time off
Paid banking holidays plus one floating holiday
One annual wellness day
Separate sick leave based on applicable state requirements
Corporate card for approved client development and business expenses

If you are a proven private banker who knows how to win business, earn trust and deliver exceptional service, apply today to take ownership of a high-growth market!

#LI-MH2

Quick Apply

Refine Your Search

banking advisor jobs in dallas tx

Private Banker

Financial Advisor

Financial Analyst Advisor / Finance Business Partner

Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional - Dallas - Analyst

U.S. Private Bank - AWM Program Analyst - Fund Banking

Transaction Banking, US Payments Solution Specialist, Vice President

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas

Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate

Wealth Management - Grants Manager - Vice President

AWM | Private Bank | Mortgage Transaction Manager | Associate - Dallas

Senior Fraud Investigator

Private Bank Investment Advisor

Financial Analysis Specialist Advisor

AI Consultant - Banking

Wealth Management Client Service Specialist

Insurance Sales Advisor - Warm Leads

Senior Manager of Payments Risk

Virtual Financial Advisor - Dallas - Hybrid

Sourcing Category Manager : Senior Advisor

Controller

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