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

Wealth Management Associate: Licensed Client Advisor

Equitable Advisors

A leading financial services firm in Dallas is seeking dedicated professionals to build client relationships and develop personalized financial strategies. The ideal candidate will hold a Bachelor's degree and possess strong interpersonal skills. The firm offers robust training and development programs, including FINRA sponsorship, allowing new hires to grow as wealth managers. Benefits include a comprehensive package with health options, commissions, and a flexible work-life balance. #J-18808-Ljbffr Equitable Advisors

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate: Licensed Client Advisor in Dallas, TX vacancy
  •  ...investment advising, and 401(k) management with a direct approach to...  ...and advice to help clients achieve their goals and plan...  ...branch Registered Investment Advisor. Founded in Sacramento,...  ...in 2024. SUMMARY: The Wealth Management Associate partners closely with their... 
    Suggested
    Full time
    Contract work
    Temporary work
    Part time
    Internship
    Immediate start
    Flexible hours

    Allworth Financial

    Dallas, TX
    2 days ago
  • A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates... 
    Suggested

    Focus Financial Partners

    Dallas, TX
    4 days ago
  • $45k - $85k

     ...Your Path: From Associate Trainee to Vice President...  ...Program is a proven 2‑year management track designed to...  ...Associate, progressing into Wealth Management Associate,...  ...training to elevate client engagement Leadership...  ...obtain Life & Health licenses, SIE, FINRA Series 7 &... 
    Suggested
    Full time
    Traineeship
    Flexible hours

    Lemnis Capital

    Dallas, TX
    13 hours ago
  • A leading global investment firm is seeking an Associate to join its Wealth Management division in Dallas, Texas. This full-time program is designed for professionals with 2-5 years of experience and an advanced degree. Associates will develop specialized skills, interact... 
    Suggested
    Full time

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  • A growing wealth management firm based in Dallas is looking for a Senior Trading Associate to support their trading operations. You will be responsible for managing the end...  ...part of a collaborative team committed to excellence in client service. #J-18808-Ljbffr Farther
    Suggested

    Farther

    Dallas, TX
    3 days ago
  •  ...help solve problems for our clients. We are a leading global financial...  ..., securities and investment management services to a substantial and...  ...communities. The Asset & Wealth Management space is made up of...  ..., foundations, financial advisors, and individuals. Job Summary... 
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    13 hours ago
  • AllianceBernstein L.P. in Dallas, Texas, is seeking associates in Private Wealth Management to provide asset allocation recommendations and support Financial Advisors. Responsibilities include client relationship management, portfolio analysis, and collaboration with senior... 

    AllianceBernstein L.P.

    Dallas, TX
    1 day ago
  •  ...a well-established, fee-only wealth management firm in Dallas to recruit a Wealth Management Associate to support a growing advisory...  ...wealth management operations or client service who enjoys being at the...  ...by a team , not an individual advisor. The Client Service Associate... 
    Work at office

    Garry Executive Search

    Dallas, TX
    1 day ago
  • Goldman Sachs is looking for a professional in Asset & Wealth Management to engage stakeholders, analyze data, and utilize AI tools for process improvements. Your role will involve developing automated solutions, managing BI assets, and ensuring compliance with governance... 

    Goldman Sachs

    Dallas, TX
    13 hours ago
  •  ...Overview Bernstein Private Wealth Management is a premier...  ...ultra‑high‑net‑worth clients. This role engages with Financial Advisors to provide asset allocation...  ...service and support. Associate Development Program Associates...  ...63 examinations; licenses are a plus. Firm... 
    Worldwide

    AllianceBernstein L.P.

    Dallas, TX
    2 days ago
  •  ...Goldman Sachs Group in Dallas is seeking an Associate for its Single Stock Structuring team within Private Wealth Management. This role focuses on drafting 10b5-1 plans and...  ...involving collaboration with private wealth advisors and conducting due diligence. The ideal candidate... 
    Work at office

    The Goldman Sachs Group

    Dallas, TX
    3 days ago
  • Bernstein Private Wealth Management in Dallas, Texas, is seeking an Associate to deliver exceptional client service and support Financial Advisors. The ideal candidate will exhibit strong analytical abilities and communication skills while thriving in a rigorous environment... 

    Bernstein Private Wealth Management

    Dallas, TX
    2 days ago
  • $45k - $85k

    Your Path: From Associate Trainee to Vice President...  ...Trainee (0-6 months) Licensing, foundational sales training, and initial client acquisition Phase 2:...  ...production Phase 3: Wealth Management Associate (12-24 months...  ...mentorship to newer advisors Participate in... 
    Traineeship

    Lemnis Capital

    Dallas, TX
    1 day ago
  • Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is...  ...offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Dallas, TX
    1 day ago
  • Allworth Financial seeks a Wealth Management Associate in Dallas, TX to partner closely with sales representatives in promoting financial advice solutions. This role involves managing initial client interactions, ensuring timely meetings, and overseeing the sales cycle... 
    Flexible hours

    Allworth Financial

    Dallas, TX
    13 hours ago
  • Job Description Job Duties: Senior Associate, Billing - Invoicing, Fees & Commissions with Goldman Sachs & Co. LLC in Dallas, Texas. Manage expense allocations for thousands of syndicate...  ...equity funds and deals within Asset Wealth Management. Assist deal teams with vendor... 
    Work experience placement
    Work at office

    Goldman Sachs, Inc.

    Dallas, TX
    3 days ago
  • A leading financial services firm in Dallas is seeking a Wealth Management Professional to manage client relationships and service offerings. This role involves overseeing asset movements, implementing portfolios, and preventing fraudulent activities. Ideal candidates possess... 

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  •  ...Structuring is currently seeking an Associate to work as part of the Single...  ...Stock. OUR IMPACT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to...  ...reach their financial goals. Our advisor-led wealth management businesses... 
    Work at office

    The Goldman Sachs Group

    Dallas, TX
    3 days ago
  • Goldman Sachs, Inc. in Dallas is seeking a Wealth Management Professional Associate to enhance client experiences and manage operations. This role involves close collaboration with Private Wealth Advisors and players within the Partners Family Office, ensuring exceptional... 
    Work at office

    Goldman Sachs, Inc.

    Dallas, TX
    13 hours ago
  •  ...Overview Bernstein Private Wealth Management is a premier...  ...ultra‑high‑net‑worth clients. As an industry leader...  ...Bernstein Private Wealth Associates are client service...  ...collaboration with Financial Advisors, help propel the...  ...but candidates with licenses are a plus Dallas,... 

    Bernstein Private Wealth Management

    Dallas, TX
    3 days ago
  •  ...Job Title A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover...  ...companies, endowments, foundations, financial advisors and individuals. Goldman Sachs is one of the leading... 

    Goldman Sachs

    Dallas, TX
    5 days ago
  • Insurance Administrative Solutions, L.l.c. is hiring an Associate Counsel for its Integrity Wealth division. The role involves negotiating essential...  ...ensuring compliance and regulatory oversight in wealth management. Prospective candidates should have 3-5 years of experience... 

    Insurance Administrative Solutions, L.l.c.

    Dallas, TX
    1 day ago
  • Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth...  ...Teams work one-on-one with clients to advise and deliver...  ...global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ...Series 7, 63 and 3 licenses (if unlicensed at time of hire... 
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  • Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (...  ...teams work one-on-one with clients to advise and deliver customized...  ...reach. Our Private Wealth Advisors (PWAs) deliver an...  ...preferred Series 7, 63 and 3 licenses (if unlicensed at time of hire... 

    Goldman Sachs

    Dallas, TX
    4 days ago
  •  ...motivated and detail‑oriented Operational Risk Associate to join our AM Private Operational Risk...  ...an integral role in supporting the risk management framework across multiple business segments within the Goldman Sachs Asset & Wealth Management (AWM) division. The primary... 
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    1 day ago
  • Goldman Sachs Group, Inc. is looking for an Associate in Asset & Wealth Management for its Dallas office. The role involves supporting the Finance group with financial analysis, revenue forecasting, and working closely with senior team members. The ideal candidate will... 
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    3 days ago
  •  ...and pressing engineering problems for our clients. Join our engineering teams that build...  ...speed of markets. Role Description As a Wealth Onboarding Engineer, you will play a critical...  ...will collaborate closely with product managers, operations specialists, and other engineering... 

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...sitemap_outline CORPORATE TITLE Associate language OFFICE LOCATION(S)...  ..._balance DIVISION Asset & Wealth Management What We Do At Goldman Sachs,...  ...problems for our clients. Join our engineering teams...  ...net-worth individuals. Our advisor-led wealth management businesses... 
    Full time
    Temporary work
    Work at office
    Immediate start

    Goldman Sachs Bank AG

    Dallas, TX
    3 days ago
  •  ...help solve problems for our clients. We are a leading global financial...  ..., securities and investment management services to a substantial and...  ...to the success of our Wealth Management division. Key Responsibilities...  ...161878 Job Category Associate Posting Date 02/11/2026, 07:... 
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...  ...valid and active Series 66 (63/65) license is required or must be obtained within... 

    JPMorgan Chase & Co.

    Dallas, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Associate: Licensed Client Advisor. Be the first to apply!