Financial Advisor Jobs in Dallas, TX

Engineer tax strategies and oversee comprehensive tax services for high-net-worth clients, ensuring compliance and efficient operation. Lead tax preparation, consult on strategies, and provide expert...

Accelerate progress at our organization by driving growth and retention for a portfolio of 250 advisors. Leverage practice development expertise and value-add services to enhance client assets and imp...

Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...

Accelerate progress at our Transaction Advisory team by leading financial analysis and supporting client engagements. Collaborate with professionals to deliver insightful recommendations and drive suc...

Lead the development and deployment of AI finance solutions, blending finance expertise with analytics to drive high-quality outcomes and business alignment across multiple client engagements. Your le...

Partner with us to support high net worth clients in achieving financial goals. Gain hands-on experience in wealth management, financial planning, and client relationship development while collaborati...

Engage with our Debt Capital Markets team to analyze, underwrite, and monitor a diverse buy-side debt portfolio, presenting insights and solutions to drive lending decisions and foster strong client r...

Lead the growth strategy in key Opportunity Geographies, driving sales performance and brand recognition. Oversee a Tier 1 sales team, ensuring effective execution while fostering relationships and en...

Unlock potential by leveraging advanced quantitative and actuarial expertise to manage risk and return of assets and liabilities. Collaborate with stakeholders to design models and strategies that opt...

Join a team that's dedicated to optimizing recruiting strategies and processes to meet staffing needs. You'll collaborate, mentor, and manage candidate sourcing while enhancing departmental functions...

Join us in delivering impactful data insights! As a Data Analyst, you will analyze complex data, optimize workflows, and create powerful dashboards to support decision-making across various projects a...

Design and analyze information systems, collaborating with stakeholders to address user needs. Prepare technical documentation, conduct feasibility studies, and ensure optimal application performance...

Lead the charge in mitigating risks for Single-Family operations by advising business leaders on analytical methods and governance practices. Collaborate across teams to enhance the risk management cu...

Shape your career by providing expert risk management guidance to leaders, influence governance practices, and drive improvements across operational efficacy and strategic business initiatives within...

Join a team that drives growth by recruiting financial advisors, managing relationships from lead to agreement. You'll leverage your expertise in wealth management to showcase platform strengths and e...

Lead the identification and delivery of data requirements, collaborating with business and technology stakeholders. Address data quality issues, source and develop data assets, and ensure alignment wi...

Partner with leaders to drive strategy and impact as a key financial advisor, overseeing budgeting, forecasting, and strategic planning. Collaborate with executives and business units to provide insig...

Unlock financial insights by owning forecasting processes and collaborating across GTM functions to drive informed decisions. Utilize strong analytical skills and business judgment to influence leader...

Join a team that's empowering clients through expertise in fixed income and credit markets. In this impactful sales role, you will foster client relationships, deliver educational insights, and drive...

Optimize financial management through technology solutions, enhancing efficiency and compliance while supporting Department of War clients in transforming their operations and processes for greater ac...

Join our team as a Managing Director, driving client relationships and deal origination within our North American financial advisory practice while mentoring junior bankers and leading successful exec...

Empower client success by leading financial consulting engagements, developing methodologies, and enhancing internal practices while building strong CFO relationships in a dynamic environment...

Drive financial performance by analyzing and reporting on key metrics for a $900M Chemicals business. Collaborate with cross-functional leaders to provide insights and support strategic initiatives, p...

Lead the charge in team management and operational excellence, driving high-performance in portfolio monitoring. Foster a culture of engagement and efficiency while coordinating with leadership to enh...

Drive the annuity business strategy and product management, enhancing advisor experiences and fostering partnerships across diverse annuity solutions to drive growth and operational efficiency, ensuri...