Wealth Management Consultant Jobs in Dallas, TX

Shape the future of credit consulting by leading complex initiatives that drive business impact and align portfolio strategies, while collaborating across teams to communicate policy changes and ensur...

Transform the investment landscape for high-net-worth clients by developing and overseeing tailored strategies that align with their financial goals, leveraging extensive market knowledge and insights...

Lead the charge in creating tailored investment strategies for high-net-worth clients, collaborating with a skilled team to oversee asset allocation, while leveraging deep investment management expert...

Join our team to lead and shape estate planning strategies for ultra-high net worth families. As a primary advisor and expert, you will drive exceptional outcomes and collaborate with senior wealth ad...

Grow your career by leading digitization and automation initiatives, mentoring junior staff, and fostering key client relationships while navigating complex tax challenges in a dynamic financial servi...

Champion client investment goals by managing complex portfolios, analyzing performance, and implementing strategies. Provide excellent customer support and collaborate with business development to dri...

Empower high net worth clients by managing sales strategies and driving business growth through consultative interactions and tailored financial solutions for unique client needs...

Lead the creation and delivery of custom credit solutions for HNW and UHNW clients, ensuring strategic alignment with their unique financial needs while driving business development and portfolio prof...

Unlock potential by partnering with a dynamic compliance team to enhance regulatory integrity in personalized investment advisory services, driving operational excellence across multiple stakeholders...

Lead and oversee a team of Supervision Specialists, managing projects and ensuring effective execution of supervision activities while supporting risk management and compliance initiatives across the...

Shape the future of fund administration by leading high-performing teams and delivering exceptional services in private equity and real assets. Drive accuracy and enhance client relationships while ov...

Drive operational excellence by leading a dynamic team of Financial Planners, ensuring the delivery of high-quality financial plans while fostering team development and enhancing workflows in a collab...

Join a team that's at the forefront of consumer sales, leading a remote group of Life Insurance Agents to exceed targets. Drive performance and foster a high-performance culture while collaborating ac...

Lead the charge in managing complex estate planning and trust administration, overseeing all phases from investment oversight to family business structures. Engage collaboratively within a high-volume...

Lead the charge in uncovering securities misconduct. As a key analyst, you'll assess trading activities, develop analytics, and guide projects, collaborating with top industry experts to enhance compl...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

Serve as the main liaison for executives, providing integrated financial and wealth planning strategies while collaborating with specialists to navigate complexities and enhance client experiences thr...

Elevate client experiences by providing tailored fiduciary advisory services and complex financial planning for high net worth individuals and families. Lead cross-functional strategies while deliveri...

Innovate new sales strategies and lead talent development initiatives within a dynamic team, driving growth and expanding market presence in private banking while ensuring regulatory compliance and de...

Engage in strategic partnership development with financial institutions, driving product adoption and revenue growth through effective relationship management and contract negotiations in a fast-paced...

Lead the charge in delivering exceptional financial planning services tailored to clients' unique savings, investing, and retirement goals. Drive business development and cultivate strong client relat...

Join a team that's navigating the complexities of global tax strategies, enhancing client profitability through innovative tax solutions while managing rigorous compliance and operational risks in the...

Lead the execution and advisory processes for restricted stock and 10b5-1 plans. Collaborate with legal and compliance teams to ensure regulatory adherence while managing complex high-value transactio...

Shape the future of business execution by providing strategic guidance to senior leaders, driving performance, and leading cross-organizational initiatives in a complex environment. Your impact will h...

Champion a digital-first advisory experience by leading a team of Financial Advisors to drive client acquisition, enhance relationships, and achieve growth objectives within a fast-paced wealth manage...