Top 112 Wealth management advisor Jobs in Dallas Tx

Associate Advisor (Wealth Management)
Peak American Financial Companies, Inc. —Plano, TX
- $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Entry Level - Wealth Management Position
Equitable Advisors —Dallas, TX
- $24,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Sales
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Cathay Bank —Plano, TX
- $64,480 a year
- Full-time
- English
- Mid-level
- Business development
- Health savings account
- Disability insurance
Quick Apply
Entry Level - Wealth Management Leadership Program
Equitable Advisors —Dallas, TX
- $24,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Client Relationship Manager
TIAA —Dallas, TX
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Associate Wealth Advisor
Focus Financial Partners —Southlake, TX
- $75,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Investment Advisor Representative
WTW —Richardson, TX
- $90,000 - $120,000 a year
- Full-time
- Customer service
- Mid-level
- 3 years
- Paid jury duty
- Health savings account
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Wealth Advisor
GuideStone —Dallas, TX
- Full-time
- Hybrid work
- Mid-level
- Microsoft Office
- Master's degree
- Tuition reimbursement
- Flexible schedule
Senior Wealth Advisor
HUB International —Dallas, TX
- $240,000 a year
- Full-time
- 7 years
- Up to 50% travel
- Bachelor's degree
- Health insurance
- Dental insurance
5d
Financial Planning Advisor
TIAA —Dallas, TX
- $84,400 - $110,000 a year
- Online Application
- Research
- Mid-level
- Office
3d
PWM Private Wealth Advisor
U.S. Bank National Association —Dallas, TX
- $149,515 - $193,490 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Wealth Strategist II
Edward Jones —Dallas, TX
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Mid-level
- Profit sharing
- Health savings account
Financial Planner/Advisor (Remote)
Melanin Money —Dallas, TX
- $78,000 - $85,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Paid holidays
- Paid time off
Quick Apply
Associate Wealth Advisor
Focus Partners Wealth —Southlake, TX
- $75,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
PWM Investment Consultant - Relationship Manager
Morgan Stanley —Dallas, TX
- Full-time
- 5 years
- Office
- Business development
Director, Financial Planning
Edelman Financial Engines, LLC —Dallas, TX
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —Dallas, TX
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
12d
Wealth Advisor (Dallas)
SWBC —Dallas, TX
- Full-time
- Marketing
- Mid-level
- Finance
- Wellness program
- Health insurance
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President - Dallas
Goldman Sachs —Dallas, TX
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance

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wealth management advisor jobs near dallas tx

Associate Advisor (Wealth Management)

Peak American Financial Companies, Inc. -
Plano, TX

Quick Apply

Job Details

Full-time
$150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Client database systems
Sales management systems proficiency
Financial needs assessment
CRM system proficiency

Full Job Description

Associate Advisor (Financial Services)

Career Path to Financial Advisor

Career Progression

Associate Advisor → Financial Advisor → Senior Financial Advisor → Senior Wealth Manager

About the Role

Peak American Investment Advisors is seeking an ambitious Associate Advisor looking to build a long-term career in wealth management. This role is designed for financial professionals who want to become a lead Financial Advisor while learning directly from experienced advisors and working with affluent clients.

Unlike traditional sales roles focused primarily on outbound prospecting, the majority of your time will be spent speaking with individuals who have already expressed interest in our services and scheduled meetings with our team. Your role is to conduct brief qualification conversations, understand each prospective client's situation, and ensure they are routed to the appropriate Financial Advisor for a productive consultation.In addition, you will have access to thousands of prospective client records and opportunities to proactively generate additional appointments for our advisory team.

Key Responsibilities

Conduct qualification calls with prospective clients who have already scheduled appointments
Evaluate client fit, financial complexity, and service needs
Route qualified prospects to the appropriate Financial Advisor based on client profile and needs
Confirm appointment readiness and improve advisor meeting quality
Identify opportunities to schedule additional consultations from existing prospect databases
Maintain accurate client notes and records within CRM systems
Collaborate closely with Financial Advisors to maximize client conversion rates
Consistently achieve appointment-setting and qualification KPIs
Deliver a professional, consultative client experience throughout the discovery process
Help drive firm growth through efficient lead management and client engagement

Compensation

Base Salary: $60,000 annually (guaranteed and does not decrease)
Bonus paid for every qualified appointment that is set and held
Additional bonus paid for appointments that convert into clients
Strong earning potential tied directly to performance and client outcomes

Career Path

This role is intentionally designed as a feeder system into our Financial Advisor career track. Successful Associate Advisors who consistently achieve performance metrics and demonstrate advisory aptitude will have the opportunity to advance into:

Financial Advisor
Senior Financial Advisor
Senior Wealth Manager

This position offers a clear and structured path toward a long-term advisory career within a growing wealth management organization.

Qualifications

2+ years of experience as:
Associate Advisor or Account Executive within financial services
Internal Wholesaler
Financial Advisor
Related financial sales or client-facing role
Active Series 65 or 66 license required
Strong consultative communication and discovery skills
Ability to quickly assess client needs and qualification criteria
Experience working with CRM systems and managing prospect pipelines
Self-motivated, organized, and goal-oriented
Desire to build a long-term career as a Financial Advisor

Ideal Candidate

Enjoys client conversations and relationship building
Thrives in a fast-paced, KPI-driven environment
Wants a defined path into wealth management and financial planning
Comfortable balancing inbound qualification calls with proactive appointment generation
Excited to contribute to a high-growth advisory firm

Pay: $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off

Application Question(s):

Do you have a Series 65 or Series 66 License (Required)?

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in dallas tx

Associate Advisor (Wealth Management)

Entry Level - Wealth Management Position

Financial Advisor

Entry Level - Wealth Management Leadership Program

Client Relationship Manager

Associate Wealth Advisor

Investment Advisor Representative

Associate Wealth Advisor

Wealth Advisor

Senior Wealth Advisor

Financial Planning Advisor

PWM Private Wealth Advisor

Wealth Strategist II

Financial Planner/Advisor (Remote)

Associate Wealth Advisor

PWM Investment Consultant - Relationship Manager

Director, Financial Planning

Associate Wealth Advisor - Hightower Signature Wealth

Wealth Advisor (Dallas)

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President - Dallas

I want to receive the latest job alert for wealth management advisor in dallas tx

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