Investment Advisor Jobs in Dallas, TX

Reimagine financial advising by building your own wealth advisory practice. Harness existing relationships and employ proactive strategies to engage clients while collaborating with a dynamic team. Si...

Transform investment strategies by collaborating with a dynamic team, conducting due diligence, and managing portfolios across diverse asset classes, primarily focusing on hedge funds and public marke...

Help us deliver critical investment insights by providing analytical support to fund managers, ensuring seamless reporting and data management. Your analytical skills will enhance portfolio oversight...

Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...

Join a team that's at the forefront of tax credit investment management, leading underwriting, financial modeling, and asset management for diverse tax credit portfolios. Drive strategic evaluations a...

Unlock your potential by joining a dynamic team dedicated to providing tailored investment solutions, building long-lasting client relationships, and enhancing financial education in a supportive and...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Join a team that's redefining wealth management by leveraging modern technology and operational support to enhance client relationships and grow your advisory practice effectively...

Oversee and manage client financial plans, ensuring a sophisticated wealth management experience. Collaborate with team for strategic client solutions and process improvements while delivering high-qu...

Engage with clients by leading a dedicated wealth advisory team to deliver tailored financial strategies that foster long-term success and relationship building in a personal and strategic manner for...

Lead the charge in comprehensive financial reporting and compliance for investment portfolios, ensuring adherence to U.S. Statutory and GAAP standards while driving enhancements in reporting practices...

Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...

Shape the future of financial strategy by partnering with business leaders to provide insightful analysis and forecasts. Leverage your expertise in financial planning to drive efficiency and informed...

Champion the administration of diverse retirement programs, ensuring compliance and enhancing employee experiences through effective partnership with cross-functional teams and external providers, all...

Unlock potential by delivering sophisticated financial, estate, and tax planning advisory services to high-net-worth clients, while building strong relationships and enhancing training and educational...

Help us create tailored credit solutions for high-net-worth clients by leading complex underwriting and analysis of alternative investments, ensuring sound risk management and collaboration with key s...

Strategize wealth solutions for high-net-worth families, navigating complex estate, tax, and liquidity planning. Collaborate with internal teams to deliver integrated plans and mentorship to junior st...

Transform member engagement by establishing digital-first distribution services, enhancing investment advisory capabilities, and leading a high-performing team to deliver exceptional financial plannin...

Analyze complex investment strategies for high net worth families, manage multiple portfolios, and collaborate closely with asset management teams to deliver tailored financial solutions that meet div...

Champion C-PACE financing transactions by providing expert legal counsel, overseeing drafting, due diligence, and collaboration on complex real estate transactions to drive successful outcomes across...

Drive exceptional investment management services by leading a team of Portfolio Consultants, enhancing workflows and aligning strategic initiatives with Wealth Advisors to deliver high-quality client...

Champion the adoption of retirement plans by consulting with business owners, guiding them from needs assessment to implementation, while ensuring a seamless client experience and achieving sales obje...

Accelerate progress at a leading insurance company by overseeing U.S. GAAP and statutory financial reporting for investments. Collaborate with teams to enhance processes, ensure regulatory compliance...

Transform complex communications analysis for FINRA firms by conducting assessments, collaborating with regulators, and providing essential training and oversight to ensure compliance and quality cont...

Join a team that inspires trust and growth by engaging with partners, identifying client needs, and navigating opportunities in trust administration to enhance client financial well-being and achieve...