Wealth Manager Salary in Dallas, Texas

We value your ambition. Lemnis Capital in alliance with Equitable Advisors is currently seeking someone to join our team as an Entry Level Wealth Management Advisor position to fast track their career. As a Lemnis Capital Financial Professional, you will: • Go through our Leadership Development School, Management Development School, and learn how to build a book of business • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis • Contact clients periodically to determine if there have been changes in their financial status • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service • Sell financial products and services including life insurance, annuities and investment options • Begin the process of leading a team o

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Wealth Management Portfolio Manager inone of our Sunflower Bank locations in Dallas, Colorado, or Scottsdale! The Ideal Candidate Will: Have exceptional interpersonal, organizational and time management skills. Act with a high degree of integrity and ethics. Have strong analytical skills and the ability to think strategically. Have a passion for factor-based investing and utilizing optimizations at the model and portfolio level. Be self-motivated, able to contribute with minimal supervision. Have a sense of urgency with strong attention to detail. The Wealth Management Portfolio Manager will sit on the Investment Committee and contribute to the oversight of the bank's investment platform. This individual is responsible for supporting the creation and maintenance of the bank's investment models, as well as account rebalancing and trade execution. Additionally, the Portfolio Manager will

Job Description Job Description Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. Series 65 or 66 license is a must. Fantastic Marketing campaigns produce unlimited appointments. Our job is to meet, discover and close clients to assist them from their current disasters to our proven financial and retirement success strategies. Proven closing results is also a must. We can teach you the rest. We cannot teach the born ready to succeed needed to be a top producer. Company Description Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients. HQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington. Company Description Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our

A culture of growth with a firm that supports: Youve built a successful practice and now youre considering a move. Perhaps youre looking for more. At Equitable Advisors, wed like to get to know and understand you and help you discover what greater fulfillment you can find for your clients and for yourself. Were here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: o Our open-architecture platform for client solutions o Our broker/dealer powered by one of the worlds largest broker/dealers LPL* o Our elite benefits and wealth-building programs o Our competitive payouts o Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial packages d

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties And Responsibilities Supports Lead Advisor of a large book of business including managing client needs regarding service, asset al

A culture of growth with a firm that supports: You’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself. We’re here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: o Our open-architecture platform for client solutions o Our broker/dealer powered by one of the world’s largest broker/dealers LPL* o Our elite benefits and wealth-building programs o Our competitive payouts o Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial