In-House Wealth Advisor: Delos Growth Path
First United Bank and Trust
First United Bank and Trust in Dallas-Uptown is seeking an In‑House Financial Advisor to manage a defined client book and drive transition to Delos advisory and digital solutions. You will deliver a high‑quality client experience, develop relationships, and coordinate with portfolio management and operations to optimize client outcomes. The role emphasizes ownership, revenue-based upside, and a clear path to advancement for high‑performing advisors within a growing wealth management framework. #J-18808-Ljbffr First United Bank and Trust
- Job Title In House Financial Advisor - Delos Summary The In-House Financial Advisor is... ...‑based upside, and a clear path to advancement for high‑performing... ...is required. Revenue Growth & Book Development Grow... ...1-3 years of experience in wealth management, brokerage, or financial...Suggested
- Join a leading wealth management firm that empowers advisors to make a significant impact in their communities. This entry-level position offers a unique... ...of benefits designed to support your work-life balance and professional growth. #J-18808-Ljbffr Equitable AdvisorsSuggestedRemote job
- .... The positions offer work-life balance, generous annual bonus opportunities with comprehensive benefit packages, clear paths for promotional growth, and career stability with some of the largest corporations in the DFW area. Ideal candidates will hold a bachelor's degree...SuggestedFull time
- Winstead PC in Dallas or Austin seeks a three-to-four-year associate for our Public Finance group. The position is growth-oriented with opportunities for advancement within the firm and lies in a collaborative, interactive practice in our Dallas or Austin office. The ideal...SuggestedWork at office
- ...corporate analysts looking to advance their careers. The position includes a competitive salary, annual bonus, and a stable career path. Candidates will focus on financial analyses and must effectively collaborate with various departments. Interested applicants should...Suggested
$72.25k - $85k
Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group. You will work with advisor teams to create customized, comprehensive financial plans for clients, supporting the end-client experience and coordinating across modules in eMoney...- 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, delivering... ...provides competitive compensation and significant growth potential. #J-18808-Ljbffr District Partners
- SWBC in Dallas is looking for a Wealth Advisor to work with clients in creating comprehensive financial plans. This role involves analyzing... ...compensation package and various employee benefits, SWBC offers opportunities for career growth and training. #J-18808-Ljbffr SWBC
- First United Bank seeks an In-House Financial Advisor to manage a defined book of... ..., client transitions, and growth within the assigned book while... ...1-3 years of experience in wealth management and required licenses... ...us for a clear advancement path within our growing team. #J...
$100k - $110k
...Financial Reporting Analyst in Dallas, TX. This mid-senior level position emphasizes financial analysis and reporting. The role offers growth and flexibility, paying $100K-$110K plus bonus. A Bachelor’s degree in Accounting or Finance is required, with preferred experience...$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families... ...of metrics - including size, growth, service quality, technology, succession... ...criteria methodology here.Job Summary:The Wealth Path Wealth Advisor works in a client-focused...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...are passionate about making a difference in patients' lives, this opportunity is perfect for you. Join a compassionate team that values your expertise and offers a supportive atmosphere for professional growth. #J-18808-Ljbffr Peaceful Hope Hospice And Palliative CareFlexible hours
- ...models, and translate complex data into executive-ready insights for the CFO and ownership. Join a high-visibility role focused on margin optimization, pricing strategy, and cross-functional collaboration to drive growth in a PE-backed environment. #J-18808-Ljbffr HTeaO
- ...You will help build models, conduct variance analyses, and support monthly closes. The ideal candidate has 1-3 years of FP&A experience, strong Excel skills, and a comfortable attitude toward a fast-paced, high-growth startup environment. #J-18808-Ljbffr Surf Air, Inc.
- ...forecasting, budgeting, and long-range planning. You will build robust financial models and analyze costs to drive efficiency in a high-growth manufacturing environment. Collaborating with plant operations, supply chain and accounting, you will prepare management reports...
$95k - $100k
...operations leadership on Financial Planning & Analysis activities. This hybrid position demands 2-4 years of FP&A experience in a high-growth environment, advanced Excel skills, and the ability to communicate financial concepts to non-finance personnel. Responsibilities...$60k - $75k
Priceline is looking for a candidate for a Financial Operations role based in Dallas, Texas. The position requires 1+ years of airline or GDS (Flight) experience and financial operations expertise. The successful applicant will ensure invoice reconciliation, onboard new...Work at officeLong distance- ...working towards marketing goals. The ideal candidate should have sales experience, strong communication skills, and motivation to achieve. This position offers a salary plus commission and growth potential within the agency. #J-18808-Ljbffr Claudia Salas - State Farm Agent
- Grimes & Co in Dallas, Texas is seeking an experienced Financial Advisor to join their team focused on high net worth clients. This role offers the opportunity to build strong client relationships and deliver customized financial strategies with the support of dedicated...
- GuideStone Financial Resources is seeking a Wealth Advisor to expand client relationships and grow assets under management by delivering personalized wealth guidance to GuideStone members. The role emphasizes faith-aligned planning and maintaining strong client service...Flexible hours
- ...unlimited commission potential, with a flexible hybrid work setting. Ideal candidates are goal-oriented with a desire for professional growth. Benefits include 401(k), medical, and a signing bonus. Join a team dedicated to making a difference in clients' lives. #J-18808-...Full timeRelocation packageFlexible hours
$52.8k
...while training through the Schwab Service Academy. Starting pay is $52,800 during training, with a 10% annual bonus potential and a path to total compensation around $60,280 in year one after licensing and performance-based increases; many shifts and on-site to hybrid...Shift work- BCG Attorney Search is seeking a Public Finance Associate for their Dallas, Texas office. This position offers growth opportunities in a collaborative practice focused on public finance. Ideal candidates will have experience in document drafting, public finance, and will...Work at office
- ...managing projects. Ideal candidates will have 4 to 6 years of experience in valuation, a relevant degree, and effective communication skills. Competitive benefits offered, including a bonus program and growth opportunities. #J-18808-Ljbffr VRC (Valuation Research Corporation)Flexible hours
- ...work options. The position offers a commission-based compensation structure, ongoing mentorship, and the potential for significant income growth. Previous experience in sales or customer service is beneficial but not required. #J-18808-Ljbffr Atlasfinancialsolutions CoRemote jobFlexible hours
- .... You will develop your client base, learn strategic planning, and gain exposure to proprietary software, with weekly coaching and growth opportunities. Eligible students can interview for full-time roles after graduation, with support for licensing and professional development...Full timeInternshipLocal area
- ...commercial banking. You will underwrite, structure, and manage technology lending relationships, collaborating with relationship managers, credit administration, and senior leadership to maintain strict credit discipline and growth alignment. #J-18808-Ljbffr Susser Bank
- Allworth Financial is seeking a Practice Growth Consultant to coach financial advisors, partner with field leaders, and accelerate adoption of practice management strategies. You will influence advisor development, engagement, and client value through data-driven coaching...
- Allworth Financial offers a hybrid, full‑time Practice Growth Consultant role anchored in our Folsom, CA office. The position focuses on coaching and developing Financial Advisors, driving adoption of practice-management tools and growth strategies, and leading behavioral...Full timeWork at office
- Wisdom Wealth Management in Dallas, TX is seeking a licensed Paraplanner to join a growing private wealth advisory practice with Ameriprise... ...strong organizational skills. This hybrid role offers long-term growth within a stable team and opportunities to expand...Private practice
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