Wealth Planner
Dormont Manufacturing Co
Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties and Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques. Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy. Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice. Perform other duties as assigned. Basic Qualifications Bachelor’s degree CFP® designation preferred. Minimum 8 years of experience in financial planning or wealth management. Exceptional interpersonal and communication skills. Strong coaching and presentation abilities. Exempt Status Yes (not eligible for overtime pay); No (eligible for overtime pay). Workplace Type Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington’s Career Web Site for more details. #J-18808-Ljbffr Dormont Manufacturing Co
- ...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships ( $10MM investable and/or $15 million net worth)...SuggestedBank staff
Fifth Third
Dallas, TX4 days ago - ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...SuggestedPrivate practiceWork at officeWork from homeShift workDay shift
Bank of America
Dallas, TX3 days ago - ...Job Summary The Wealth Strategist at Parallel Advisors is an associate level role, joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a Wealth Strategist, you will work closely with your Manager...SuggestedWork at office
Parallel Advisors LLC
Dallas, TX3 days ago - Huntington National Bank seeks a Wealth Planner in Dallas, Texas, responsible for delivering high-quality financial planning services to clients with a net worth of $1-10M. The role involves leading planning engagements, conducting discovery conversations, developing customized...SuggestedRemote jobWork at office
- ...consultations, and maintaining client relationships. The ideal candidate should have a strong background in insurance sales and superb customer service skills. Join us and make a difference in helping families secure their future. #J-18808-Ljbffr DHL Wealth ManagementSuggestedFull time
- Madison Professional Group is seeking an experienced Financial Planner in Dallas, Texas, to join a growing wealth management firm. This client-facing role requires strong expertise in retirement, tax, estate, and investment planning to assist high-net-worth individuals...
- Overview The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients...Work at officeRemote workWork from home
- A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with...
- Huntington Bank in Dallas is seeking a Wealth Planner to deliver comprehensive financial planning for clients with net worth of $1-10M. Lead engagements and conduct discovery conversations to understand goals, values and objectives. You will develop personalized plans...Remote job
- Simmons Bank - Institutional Wealth Strategist Full Time Accounting 10 Feb 2026 Simmons Bank - Institutional Wealth Strategist Title: Institutional Wealth Strategist Job ID: R114017 Job Location: Dallas, TX - 5950 Berkshire Lane Employment Type: Full-time Industry:...Full time
- A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards. Candidates should possess a relevant degree or equivalent experience in wealth management, and have strong communication and organizational...Full time
- ...Strategist based in Texas. This role involves engaging with business owners on their goals and providing insights that impact personal wealth. Successful candidates will have 8+ years of industry experience, strong client relationship management skills, and a Bachelor's...
- ...Job Description The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month development program designed to prepare you for a future career as a Financial Advisor. This role offers a unique opportunity to...Full timeWork at officeLocal areaFlexible hours
Royal Bank of Canada
Dallas, TX3 days ago - Fifth Third Bank, N.A. in Dallas, Texas seeks a Senior Wealth Strategist to lead high-net-worth client engagements and develop comprehensive wealth plans. Applicants should possess at least 10 years of experience in financial or estate planning and hold a Bachelor’s degree...
- ...client service within a collaborative team environment. The ideal candidate will have 4+ years of experience in financial planning or wealth management, with strong skills in Excel and communication. The firm offers competitive compensation along with various benefits to...Work at office
$74.3k - $90k
TIAA is seeking a Financial Planner to support its Central Advice Group in Dallas, Texas. This role is responsible for writing and creating high-quality financial plans for wealth management clients and providing on-demand support to advisory teams. The ideal candidate...$90k - $110k
...Financial Planner We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client's Financial Planning Consultant, and the client's CPA on behalf of the client...Work at office2 days per week1 day per week- A leading global investment bank seeks an analytical professional for a Financial Planning role in Dallas, Texas. The role involves developing customized financial strategies for high net worth clients, emphasizing strong communication and proactive service. Candidates ...
- ...Job Description What is the opportunity? As a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planning for clients by working...Full timeTemporary workWork at officeFlexible hours
- A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over...
- PowerToFly is seeking an Investment Consultant - Relationship Manager in Dallas, Texas, to develop and maintain relationships with clients. You will assist clients in identifying their financial goals while collaborating with the Financial Advisor Team to provide tailored...
- ...to assess current and future prospects needs to achieve fundraising goals. Provides prospect profiles, including assessment of wealth and philanthropic interests (or grant-making criteria) and propensity to support Parkland to the extent possible. Provides high quality...
Parkland Health and Hospital System
Dallas, TX9 hours ago - RBC in Dallas, Texas is seeking a Wealth Planning Associate to join a structured 24-month development program. You will build technical expertise in financial planning, supporting Financial Advisors in delivering holistic wealth advice. Your responsibilities include preparing...
- RBC Capital Markets, LLC is seeking a Wealth Planning Associate to join a 24-month development program focused on financial planning expertise. This role offers unique opportunities as a paraplanner under the guidance of experienced advisors, enhancing skills in areas...
- ...experience, and importantly, who has a passion for understanding and accurately interpreting intricate estate plans and models. Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led...Full timeWork experience placementWork at officeLocal area
- ...communication skills, ownership mindset, and prioritizing delivery of best in class client service is critical for success in this role. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial...Work at office
- Our culture is rooted in a shared vision — to help keep the world’s most precious resource safe — and in the core values that guide us in pursuing this vision and delivering on our mission to clients. We provide the highest quality liquid storage design and construction...Flexible hours
Dnllc
Grand Prairie, TX3 days ago - ...identity or expression, sexual orientation, national origin, genetics, age, disability status, veteran status, or any other characteristic protected by Federal, National, or Local Laws. Job Buyer/Planner Primary Location Dallas Service Ctr (Love Field) #J-18808-Ljbffr...Part timeWork at officeLocal areaFlexible hours
Bombardier
Dallas, TX4 days ago - ...goals and translate those conversations into insights regarding business growth and the corresponding impact on the owner’s personal wealth. Ability to integrate transition‑planning strategies into both personal and corporate planning, including: Evaluation of...Full timeTemporary workPart timeWork experience placementWork at office
- ...ongoing reporting and support. What You Will Do: Support Senior planner and partner with home office and third-party experts to support... ...Services (APPS) required to meet our High Net Worth client's wealth management and tax planning needs. Serve as a subject matter...Temporary workWork at officeWork from homeHome officeFlexible hours3 days per week
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