Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor (CFP) — Wealth Growth Leader

$75k - $120k

S Piper Staffing LLC

S Piper Staffing LLC is seeking a Financial Advisor (CFP®) to join their wealth management team in Dallas, TX. This role involves developing and presenting financial plans, managing client relationships, and collaborating with internal specialists. The ideal candidate will have over 4 years of financial planning experience and strong communication skills. The compensation ranges from $75,000 to $120,000 annually depending on experience, combined with comprehensive benefits and growth opportunities. #J-18808-Ljbffr S Piper Staffing LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor (CFP) — Wealth Growth Leader in Dallas, TX vacancy
  • Blue Trust seeks a Private Wealth Advisor in Dallas to provide exceptional service and guidance to clients, leveraging biblical principles in financial planning. The role requires a bachelor's degree, strong analytical skills, and the ability to engage with clients and... 
    Suggested

    Blue Trust

    Dallas, TX
    2 days ago
  • Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. This role involves establishing and maintaining client relationships...  ...guidance. The inclusive environment supports professional growth, making Vanguard an ideal place to advance your career.... 
    Suggested
    Flexible hours

    Vanguard

    Dallas, TX
    3 days ago
  • SWBC in Dallas is looking for a Wealth Advisor to work with clients in creating comprehensive financial plans. This role involves analyzing financial situations, providing...  ...employee benefits, SWBC offers opportunities for career growth and training. #J-18808-Ljbffr SWBC
    Suggested

    SWBC

    Dallas, TX
    2 days ago
  • $10 per hour

     ...RIA that combines expert advisors with cutting-edge...  ...comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the...  ...mentorship is real, and your growth is a shared priority,...  .... Bonus Points CFP, CFA, ChFC, AIF, or other... 
    Suggested
    Remote work
    Flexible hours

    Farther

    Dallas, TX
    2 days ago
  • A leading wealth advisory firm in Dallas, Texas is seeking experienced Wealth Advisors to provide comprehensive wealth management advice...  ...developing personalized financial strategies and delivering tailored...  ...for professional growth. #J-18808-Ljbffr Beacon Pointe
    Suggested

    Beacon Pointe

    Dallas, TX
    16 hours ago
  • A leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families...  ...and opportunities for professional growth within a prestigious team. #J-18808-... 

    JPMorganChase

    Dallas, TX
    3 days ago
  • A leading financial institution is seeking a Private Banker to join their U.S. Private Bank...  ...This role involves advising families on wealth management, building strong client relationships...  ...and opportunities for professional growth within a collaborative team environment.... 

    JPMorgan Chase & Co.

    Dallas, TX
    3 days ago
  •  ...Provides advanced financial advice and complex portfolio...  ...Financial Planner (CFP®) with a passion for transforming...  ...? Vanguard is seeking Wealth Advisors and Senior Wealth...  ...lasting impact with a leader in the financial...  ...being.  Professional Growth: Benefit from a workplace... 
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    9 days ago
  •  ...We are seeking a Wealth Advisor to join a rapidly growing, high-performance...  ...$1M+ range. This role blends financial planning, relationship...  ...and a clear path for long-term growth. The ideal candidate is driven...  ...required (Series 65 or 7/66); CFP preferred or in progress. Experience... 
    Full time
    Work at office

    Windward Recruiting

    Dallas, TX
    2 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will...  ...intersection of Tax Planning, Financial Planning, and investment...  ...~ Bachelor's degree. ~ CFP designation, or working towards...  ...Working with an industry leader: Be part of a high-growth firm that is passionate... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Dallas, TX
    3 days ago
  •  ...Overview Position Title: Wealth Advisor This role is a great opportunity...  ...navigating the complexities of financial planning. This position offers significant potential for growth and development within a...  ...degree is strongly preferred CFP designation is preferred Experience... 
    Private practice

    Boutique Recruiting

    Dallas, TX
    1 day ago
  • $85k - $145k

     ...Why Work at Mercer Advisors? For more than 40 years...  ...amplify and simplify their financial lives by integrating...  ...- including size, growth, service quality, technology...  ...Job Summary: The Wealth Path Wealth Advisor works...  ...Financial Planner (CFP) designation; additional... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Dallas, TX
    3 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class...  ...members, ensuring their on-going growth and development. Hiring...  ...with excellence providing financial guidance in a manner based on...  ...recognized designation (e.g. CFP, CPA, CFA, CMA, ChFC, etc.) within... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Dallas, TX
    3 days ago
  •  ...Management in Dallas is looking for a Practice Management Lead to enhance advisor team effectiveness and foster long-term business growth. Ideal candidates will have over 12 years of experience in wealth management, strong leadership skills, and a proven ability to... 

    Rockefeller Capital Management

    Dallas, TX
    2 days ago
  •  ...in the spiritual, relational, financial, physical and professional...  .... The primary role of the Wealth Advisor is to accomplish its goals including...  ...goals associated with the growth and retention of assets and...  ...required up to 10% annually. CFP, CEBS or related... 
    Work experience placement
    Flexible hours

    GuideStone Financial

    Dallas, TX
    16 hours ago
  •  ...currently seeking experienced Wealth Advisors to join our client in various...  ...to develop personalized financial strategies and help clients make...  ...opportunity for enhanced lead flow and growth for our Advisors....  ...planning experience preferred CFP®, CFA, or other professional... 

    Insight Global

    Dallas, TX
    3 days ago
  • About Beacon Pointe Advisors Beacon Pointe is one of the...  ...on Beacon Pointe's Wealth Advisors to help determine...  ...and develop strategic financial plans through our proprietary...  ...enhanced lead flow and growth for our Advisors....  ...planning experiencepreferred CFP®, CFA, or other... 

    Beacon Pointe

    Dallas, TX
    16 hours ago
  • Your Role Are you an experienced Financial Advisor who is passionate about comprehensive financial...  ...that can provide advice and counsel to our Wealth Advice Center clients over the telephone...  ...your Certified Financial Planner (CFP®) designation—the standard of excellence... 
    Full time

    UBS

    Dallas, TX
    1 day ago
  •  ...as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible...  ...objective and sound personal financial planning and financial...  ...time. * Meet revenue growth, profitability and...  ...Preferred Qualifications: * CFP preferred or CTFA, CFA,... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist Financial Corporation

    Dallas, TX
    4 days ago
  • Financial Advisor Are you a driven, relationship-focused professional ready to build true wealth for yourself and your clients? An industry-leading insurance...  ...of seasoned industry leaders. What You Can Expect 7-8...  ...for long-term career growth Ideal Candidate Entrepreneurial... 
    Full time
    Work at office
    Flexible hours

    Pursuit

    Addison, TX
    4 days ago
  • Vanguard is looking for talented Financial Advisors to join our team in Dallas, TX. In this role, you will build strong client relationships, providing tailored financial advice and guidance. You will engage with clients to identify their investment needs while collaborating... 

    Vanguard

    Dallas, TX
    16 hours ago
  • First United Bank seeks an In-House Financial Advisor to manage a defined book of client relationships...  ...assets, client transitions, and growth within the assigned book while adhering...  ...candidates will have 1-3 years of experience in wealth management and required licenses. Join... 

    First United Bank

    Dallas, TX
    4 days ago
  •  ...Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset’s...  ...and management, goals-based financial planning, risk management, alongside...  ...given to MBA, CFA®, or CFP® professionals or those on track...  ...professional development and growth Proficient with Microsoft Office... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area

    Cresset

    Dallas, TX
    2 days ago
  •  ...Wealth Business Advisor Develop and maintain a portfolio of financially complex and important revenue generating client relationships...  ...solutions. e. Meet revenue growth, profitability, and retention...  ...Certified Financial Planner (CFP), Accredited Asset Management... 
    Full time
    Part time
    Work at office
    Local area
    Night shift

    SunTrust Investment Services, Inc.

    Dallas, TX
    4 days ago
  •  ...As a High-Net-Worth Financial Advisor Manager at Vanguard, you...  ...experience. Drive business growth by identifying...  ...role is ideal for a dynamic leader with deep expertise in wealth management, a passion for...  ...Graduate degree preferred. CFP preferred. This job... 
    Work experience placement

    Vanguard

    Dallas, TX
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...plans—including investments for growth, insurance for protection,...  ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (...  ...the certification marks CFP®, CERTIFIED FINANCIAL PLANNER... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Dallas, TX
    3 days ago
  •  ...Financial Advisor Confidential RIA | Dallas, TX A growing independent wealth management firm is seeking an experienced Financial Advisor...  ...degree required. ~ CFP, CPA, CFA, or JD strongly preferred...  ...support, and long term career growth. This is a full time, exempt... 
    Full time
    Work at office

    Professions

    Dallas, TX
    4 days ago
  •  ...services. Regional Growth Opportunities: Support...  ...Summary The Senior Wealth Advisor role is designed for experienced...  ..., and leading complex financial conversations. Our...  ...trusted relationship leaders, helping guide high-...  .... Series 7 or CFP®, CPA, CFA, ChFC®, or... 
    Remote work
    Flexible hours

    Proxy Financial

    Dallas, TX
    3 days ago
  • Who We Are At Corebridge Financial, we believe action is everything. That’s why every day...  ...years of experience working as a Financial Advisor.* A proven and successful sales track...  ...creative workplace that leads to innovation, growth, and profitability. Through a wide... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial, Inc.

    Dallas, TX
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland...  ...Job Description: Merrill Wealth Management is a leading...  ...client portfolios and driving growth Proven relationship building...  ...Certified Financial Planner (CFP) and/or Chartered Retirement... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor (CFP) — Wealth Growth Leader. Be the first to apply!