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

Senior Associate Advisor: Client-Focused Financial Planner

Allworth Financial

Allworth Financial is seeking a high-performing Senior Associate Advisor in Dallas to bridge from Associate Advisor to Financial Advisor. You will own client relationships, deliver fiduciary financial planning, and develop readiness for independent advisory responsibility. You will lead planning conversations, collaborate with tax, estate, and insurance experts, and coach Associate Advisors while maintaining exceptional client experience. This role offers growth within a growing firm. #J-18808-Ljbffr Allworth Financial

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Associate Advisor: Client-Focused Financial Planner in Dallas, TX vacancy
  • A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive... 
    Senior

    International Search Consultants

    Dallas, TX
    4 days ago
  • Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing and deepening...  ...working closely with specialists to provide comprehensive financial strategies. Candidates should have a Bachelor’s degree... 
    Senior

    Truist

    Dallas, TX
    2 days ago
  • Allworth Financial ( ) is an independent investment advisory firm...  ...considerations to help clients evaluate decisions in the context...  ..., growth-oriented Senior Associate Advisor to step into a critical transitional...  ...across the firm. ROLE FOCUS Client Relationship Ownership... 
    Senior
    Full time
    Contract work
    Part time
    For contractors
    Internship
    Flexible hours

    Allworth Financial

    Dallas, TX
    1 day ago
  • Job Duties: Senior Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC in Dallas, Texas. Establish new accounts through understanding...  ...obligations. Work closely with personal wealth management advisor teams to ensure all client documents are correct and sent... 
    Senior

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...PWM Teams work one-on-one with clients to advise and deliver...  ...global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ...of private wealth management, financial services, or related professional...  ...client focus, business development, and relationship... 
    Suggested

    Goldman Sachs

    Dallas, TX
    4 days ago
  •  ...communities they care about. We focus on exceeding...  ...Partner with Wealth Advisors to deliver comprehensive...  ...ultra-high-net-worth clients. Serve as a key member...  ...Prepare and present financial planning analyses, including...  ...professionals, planners, tax specialists, and... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Capital Partners

    Dallas, TX
    2 days ago
  • $240k

     ...Title: Sr. Wealth Advisor Compensation...  ...together, focused on the tomorrows...  ...purpose: As a Senior Wealth Advisor,...  ...prospective clients with a focus on...  ...a coordinated financial strategy that aligns...  ...an experienced planner, thoughtful...  ...referral partner associates in those... 
    Senior
    Full time
    Work experience placement
    Local area

    HUB International

    Dallas, TX
    1 day ago
  • H&R Block is seeking a year-round Tax Advisor to prepare accurate tax returns for clients with diverse situations, conducting in-depth client interviews and...  ...collaborating with teammates to maintain a positive, client-focused office environment. #J-18808-Ljbffr H&R Block, Inc.
    Senior
    Work at office

    H&R Block, Inc.

    Mesquite, TX
    4 days ago
  • $64.2k - $116.4k

     ...fast-changing world, our clients’ needs are increasingly complex...  ..., timely and insightful financial and operational...  ...In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced...  ...needed, in order to provide focused advice. Ability to adapt... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Dallas, TX
    5 days ago
  • Oliver James Associates Ltd. is seeking External Auditors, FDD, or Deals professionals who want to transition into Corporate...  ...or system implementation work. Long-term, single-client advisory engagements focused on up-skilling you as an A&F professional. No prerequisites... 
    Senior

    Oliver James Associates Ltd.

    Dallas, TX
    12 hours ago
  • Generational Group, a leading wealth management firm based in the Dallas area, is seeking a Wealth Advisor/Financial Planner. This client-facing role partners with business owners to manage and grow assets, reports to the Director of Financial Planning, and thrives in... 
    Senior

    Paycom

    Richardson, TX
    3 days ago
  •  ...should probably read on! — We are partnered with a leading Single Client Advisory firm looking for External Auditors who want to gain...  ...Implementation work. Long‑term, single client advisory engagements focused on up‑skilling you as an A&F professional and helping you hit... 
    Senior
    Summer work

    Oliver James

    Dallas, TX
    1 day ago
  •  ...PWM teams work one-on-one with clients to advise and deliver...  ...global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ...of private wealth management, financial services, or related professional...  ...Exceptional client focus, business development, and relationship... 

    Goldman Sachs

    Dallas, TX
    3 days ago
  • $125k - $200k

     ...as a technical resource to partners and client service teams, providing guidance on complex...  ..., research-driven, and transaction-focused career path. As part of the National Office...  ...enterprises as diverse as sophisticated financial institutions and start-ups, global... 
    Senior
    Full time
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    12 hours ago
  • $49.5k - $118.99k

     ...assurance firm, providing clients with a genuine coast-...  ...the world’s leading financial centers - New York,...  ...highly dynamic team focused on delivering...  ...Baker Tilly (BT) as a Senior Associate with our Managed Services...  ...as a trusted business advisor, working face-to-face... 
    Senior
    Casual work
    Local area
    Worldwide

    Baker Tilly US

    Dallas, TX
    3 days ago
  •  ...Wells Fargo is seeking a Senior Financial Relationship Advisor within Wealth & Investment...  ...Wells Fargo Advisors. In this client-facing digital delivery...  ...disqualification are not eligible to be associated with a FINRA-registered...  ...Employees support our focus on building strong... 
    Senior
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo & Company

    Irving, TX
    1 day ago
  • Summary Front-of-house luxury sales role focused on delivering exceptional client experiences and upholding brand standards in the boutique. The Senior Client Advisor cultivates and retains a strong client portfolio, supports store KPIs, and contributes to a collaborative... 
    Senior
    Flexible hours
    Afternoon shift

    Brobston Group LLC

    Dallas, TX
    1 day ago
  • $77k - $202k

     ...consulting services related to financial management and strategy. These individuals analyse client needs, develop financial...  ...management at PwC, you will focus on helping clients improve their...  ...solutions using OneStream. As a Senior Associate, you will analyze complex... 
    Senior
    Full time
    H1b

    PwC

    Dallas, TX
    4 days ago
  •  ...represent our brand with hospitality, acquire and manage client relationships, and offer thoughtful financial solutions using Chase's modern digital tools. You...  .../evening availability, strong communication, and a focus on delivering exceptional client experiences. #J-18... 
    Weekend work
    Afternoon shift

    JPMorgan Chase

    Richardson, TX
    4 days ago
  • Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert...  ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in...  ...will help our Ultra High Net Worth clients achieve their unique financial goals.... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    12 hours ago
  • $65k - $155k

     ...conditions. Ankura advisors partner with senior management to assess...  ...provides strategic and financial advice to companies,...  ...resolutions focused on creating value and...  ...recruiting a senior associate consultant to join our...  ...of basic ExcelDrafts client ready data requestsManages... 
    Senior
    Full time
    Weekend work

    Ankura Consulting Group

    Dallas, TX
    2 days ago
  •  ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities... 
    Senior
    Work at office

    New Day Executive Search

    Dallas, TX
    1 day ago
  •  ...AssociateThe Risk Technology Senior Advisor role utilizes advanced...  ...not just another legacy financial services firm. Weʼre fighting...  ...than ever before for our clients and the many Americans...  ...challenges. We equip our associates with future-focused skills and AI tools that... 
    Senior
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Dallas, TX
    1 day ago
  •  ...working with extraordinary clients spanning every industry...  ...and collaboration. Our focus is on your development...  ...colleagues and trusted advisors. We equip you with...  ...success!The RoleSenior Associates can expect to:Assist in the execution of financial due diligence engagements... 
    Senior
    Full time
    Work experience placement
    H1b
    Local area
    Work visa

    Andersen Tax

    Dallas, TX
    2 days ago
  • $81.4k - $153.5k

     ...change, empowering our clients and people to realize...  ...practice is searching for Senior Associate - Healthcare Margin...  ...be assigned a “Career Advisor” who will help you...  ...satisfaction, and the financial position of healthcare...  ...consulting associate with focus in healthcare or Five... 
    Senior
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Dallas, TX
    3 days ago
  • $82k - $133k

     ...Senior Tax Associate Aprio is seeking a Senior Tax Associate to join our...  ...team, serving middle-market clients across technology, manufacturing...  ...and serve as a trusted advisor Collaborate with an experienced...  ...tax returns, with a primary focus on partnerships and other... 
    Senior
    Full time
    Local area
    Remote work
    Flexible hours

    Aprio

    Dallas, TX
    1 day ago
  •  ...development while maintaining a local focus, positioning you as a strong business partner and trusted advisor who delivers exceptional...  ...expertise and outstanding client service. We handle litigation...  ...trial and appeal. As an Associate Senior Counsel with Travelers you will... 
    Senior
    Full time
    Work at office
    Local area
    Flexible hours

    The Travelers Indemnity Company

    Richardson, TX
    4 days ago
  •  ...Senior Commercial Insurance Client Advisor Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and...  ...growth in the industry with a focus on utilizing technology... 
    Senior
    Immediate start
    Flexible hours

    Acrisure

    Addison, TX
    4 days ago
  • U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, and estate planning to meet client objectives. You will grow the client base through internal and external sales and... 
    Senior

    U.S. Bank

    Dallas, TX
    1 day ago
  • Northern Trust in Dallas seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships and deliver high-quality fiduciary services for sophisticated clients. As a senior member of the service team, you will ensure timely delivery... 
    Senior

    Northern Trust

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Associate Advisor: Client-Focused Financial Planner. Be the first to apply!