Top 176 Wealth manager Jobs in Richardson, 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
Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)
Imperial Asset Management, LLC —Dallas, TX
- $175,000 - $300,000 a year
- Full-time
- Management
- Research
- Residential
Quick Apply
Vice President of Financial Sales
Fisher Investments —Plano, TX
- Mid-level
- Office
- No travel
- Paid holidays
- Health insurance
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Financial Advisor (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental 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
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
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
- Paid holidays
- Health insurance
3d
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
1d
Wealth Management Client Associate
Bank of America —Dallas, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Murphy, TX
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Entry Level Wealth Management Associate - 24 Month Leadership Fast Track
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
9d
Wealth Management Associate - Entry Level
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
9d
Wealth Planning Associate
Royal Bank of Canada —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
PWM Investment Consultant - Relationship Manager
Morgan Stanley —Dallas, TX
- Full-time
- 5 years
- Office
- Business development
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
Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX
JPMorganChase —Plano, TX
- 8 hour shift
- Hybrid work
- Office
- Communication skills
- Entry level
- Health insurance
- Tuition reimbursement
1d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Dallas, TX
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Portfolio Manager/Associate Portfolio Manager
State Farm —Richardson, TX
- $133,500 - $217,000 a year
- Full-time
- Hybrid work
- 6 years
- Writing skills
- Office
- Paid holidays
- Health insurance

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wealth manager jobs near richardson, 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 manager jobs in richardson, tx

Associate Advisor (Wealth Management)

Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)

Vice President of Financial Sales

Wealth Management Associate

Financial Advisor (Career Changers Encouraged to Apply!)

Entry Level - Wealth Management Leadership Program

Entry Level - Wealth Management Position

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

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

Wealth Management Client Associate

Premier Client Banker - PNC Wealth Management

Associate Wealth Advisor

Entry Level Wealth Management Associate - 24 Month Leadership Fast Track

Wealth Management Associate - Entry Level

Wealth Planning Associate

PWM Investment Consultant - Relationship Manager

Wealth Management - Grants Manager - Vice President

Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX

Wealth Management Associate - Retirement Benefits Group

Portfolio Manager/Associate Portfolio Manager

I want to receive the latest job alert for wealth manager in richardson, tx

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