Senior Financial Advisor (CFP/CFA/JD) - Wealth Planning
S Piper Staffing LLC
S Piper Staffing LLC is seeking a talented Financial Advisor (CFP®, CFA, CPA, or JD) in Dallas, TX, to lead comprehensive financial planning for high net-worth clients. You will collaborate with investment, tax, and trust teams to deliver integrated plans and build long-term client relationships. The ideal candidate has 4+ years in wealth management, with certifications such as CFP, CPA, CFA, or JD, and a bachelor’s degree. On-site role with strong growth opportunities and leadership potential. #J-18808-Ljbffr S Piper Staffing LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor (CFP/CFA/JD) - Wealth Planning in Dallas, TX vacancy
- Are you a Certified Financial Planner (CFP) with a passion for transforming... ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...by providing financial planning solutions using our time-... ...certifications such as the CFA, CTFA or CPA preferred....SeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Financial Advisor This Fortune 500 financial institution is built on the... ...experience in investment advisory or wealth management ~ Proven,... ...Deliver holistic financial planning Support training initiatives... ...Office space in branch location CFP certification support...SeniorWork at office
New Day Executive Search
Dallas, TX2 days ago $240k
...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw... ...Job Purpose: As a Senior Wealth Advisor, you will... ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with... ...university. Series 65, or CFP required Knowledge...SeniorFull timeWork experience placementLocal areaSquaremouth
Dallas, TX1 day ago- 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... ...discussions. A Series 65 license and CFP certification are preferred. This role...Senior
$200k - $250k
Join to apply for the Senior Wealth Advisor role at District Partners Get AI-... ...flow. The firm offers top-tier planning, investment, and technology... ...investment strategy, financial planning, tax, estate, charitable... ...planning expertise; CPA or CFA a plus. Entrepreneurial mindset...SeniorImmediate start$10 per hour
...growing RIA that combines expert advisors with cutting-edge technology... ...a comprehensive, tailored wealth management experience. Farther... ...clients, nonprofits, estate planning, and executive compensation,... ...practice ownership. Bonus Points CFP, CFA, ChFC, AIF, or other advanced...Remote workFlexible hours$85k - $145k
...Work at Mercer Advisors?For more than 40... ...simplify their financial lives by integrating financial planning, investment management... ...Job Summary:The Wealth Path Wealth... ...Financial Planner (CFP) designation;... ...Financial Analyst (CFA) or Chartered... ...limited to CPA, PFS, JD, CFA, PhD, MS,...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they are... ...wealth strategies built on expertise in financial planning, tax and estate planning, investment... ...within 90 days of the start date. A CFP, CFA, CPA, or CIMA designation is a plus....Work at officeLido Advisors, LLC
Dallas, TX11 hours ago- ...Private Wealth Advisor The Private Wealth Advisor provides... ...with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical... ...designation, CPA, or CFA is preferred.... ...recognized designation (e.g. CFP, CPA, CFA, CMA, ChFC, etc...Work at officeLocal areaNight shift
Blue Trust
Dallas, TX1 day 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 on investments and financial planning while managing client relationships. Candidates...Senior
JPMorganChase
Dallas, TX2 days ago - A leading wealth management firm in Texas is seeking a Senior Wealth Advisor to serve high-net-worth clients. The role involves managing client relationships,... ...advisory experience and a strong background in financial planning. This opportunity provides competitive compensation...Senior
- A financial advisory firm is seeking a professional to manage and strengthen... ..., and leverage extensive wealth management experience. Responsibilities... ...interpersonal skills, as well as familiarity with financial planning software. #J-18808-Ljbffr Exencial Wealth AdvisorsSenior
- Frost is seeking a Financial Advisor III in Dallas, Texas, dedicated to helping clients build their financial foundations. In this role, you... ...data and offer strategic advice on investments, retirement planning, and more. The ideal candidate has a Bachelor's degree or...Senior
$110k - $135k
Overview Tompkins Financial Advisors is the wealth management division of Tompkins... .... Position Role The Senior Financial Planner is the financial planning subject matter expert... ...consistent with CFP designation requirements... ...strongly preferred; CPA, CFA, CTFA, or comparable...SeniorLocal area$75k - $120k
Title: Financial Advisor (CFP, CPA, CFA, or JD) Type: Full-time | Perm | On-site Base Salary Range: $75k - $... ...Reimbursement Discounted Financial Planning Services (for Employees & Immediate... ...to join a leading, rapidly growing wealth management firm in Dallas, TX! This...Permanent employmentFull timeSummer workWork at officeImmediate startFlexible hours$74.93k - $153k
...growing Private Wealth practice!... ...ll Do As a Tax Senior in our Private... ...related to tax planning opportunities and... ...their personal financial comfort, business... ...Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred... ...degree such as MST, JD, or LLMPrior...SeniorPrivate practiceWork at officeLocal area- ...maintain a portfolio of financially complex and... ...personal financial planning and financial advisory... ...of a broad range of wealth products and... ...partner with the Wealth Advisors to develop business... ...Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset...Full timePart timeWork at officeLocal areaShift workNight shiftDay shift
- ...in the spiritual, relational, financial, physical and professional... ...reimbursement.The primary role of the Wealth Advisor is to accomplish its goals... ...investments, retirement and planning vary widely). Also, includes... ...required up to 10% annually.CFP, CEBS or related...Full timeWork experience placementFlexible hours
- ...family office or wealth management space,... ...deliver exceptional financial guidance, and we’... ...we integrate tax planning, estate and... ...What You’ll Do As a Senior Wealth Associate... ...in supporting our advisors and clients. You’... ...office experience CFA, CFP, CPA, or JD designation (or...SeniorTemporary workWork at office
- A leading financial institution in Dallas seeks an experienced Financial Advisor to provide comprehensive wealth management solutions. You will be responsible for delivering goals-based financial planning, establishing client relationships, and managing portfolios. Qualified...Senior
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our... ...on project execution, work planning, and deliverable managementContribute... ...(e.g., Quant MS, MBA, FRM, CFA, CRCM, CPA, PMP).Expertise... ..., Cards & Payments, Wealth/Investment Mgmt, Capital Markets...SeniorWork at officeVisa sponsorship- Mercer Advisors is seeking a Senior Financial Planner I to join the Financial Planning Group. You will build comprehensive plans, partner with advisor teams, and deliver an exceptional client experience while developing planning capabilities. Candidates should be detail...Senior
- A growing financial services firm is seeking a Sr Financial Planning Associate to join their team in Dallas, TX. The ideal candidate should have significant experience... ...generating financial recommendations, assisting advisors with planning tools, and creating engaging content...Senior
- A leading financial services firm in Dallas is seeking a client professional to join its financial planning advisory team. This role involves executing tax planning, cash flow... ...and have certifications such as CFP, CPA, or CFA. Exceptional communication skills and...Senior
- ...opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Irving, TX.... ...business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings,...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Irving, TX3 days ago - Huntington is seeking a Wealth Planner to provide financial planning services to clients with a net worth of $1-10M. This role requires 8+ years in financial planning and a Bachelor's degree, ideally with CFP designation. The Wealth Planner will develop financial strategies...SeniorRemote jobWork at officeFlexible hours
- Financial Advisor Are you a driven, relationship-focused professional ready to build true wealth for yourself and your clients? An industry-leading... ...security through personalized planning, investment strategies,... ...! Employment Details Seniority level: Associate...Full timeWork at officeFlexible hours
- Overview Position Title: Wealth Advisor This role is a great opportunity... ...strong foundation in wealth planning. The ideal candidate will be... ...navigating the complexities of financial planning. This position offers... ...is strongly preferred CFP designation is preferred Experience...Private practice
- 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...
- Hightower Advisors is seeking an Associate Wealth Advisor in Dallas to build client... ...comprehensive financial guidance. You will report to the Senior Wealth Advisor and collaborate... ...across advisory, planning, and operations to... ...requirements. CFP certification and licenses...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor (CFP/CFA/JD) - Wealth Planning. Be the first to apply!
Related searches
- financial advisor training program Dallas, TX
- financial planning assistant Dallas, TX
- entry level financial advisor Dallas, TX
- estate planning consultant Dallas, TX
- associate leveraged finance Dallas, TX
- financial advisor development program Dallas, TX
- oracle financial functional consultant Dallas, TX
- patient financial counselor Dallas, TX
- financial advisor part time Dallas, TX
- wealth advisor Dallas, TX