Wealth Management Associate Flexible Work & Client Growth

Posted 3 days ago

allworthfinancialDallas (TX)

Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Allworthfinancial is seeking a Wealth Management Associate in Dallas, Texas to partner with external sales representatives and advisors. The role involves managing incoming client referrals, overseeing the sales cycle, and ensuring excellent client service. The ideal candidate will have a 4-year degree in finance or business and at least 3 years of sales support experience. Benefits included medical, dental, vision insurance, and a flexible paid time-off policy. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.