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Financial Services Financial Advisor

Wealth Management Client Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Baird
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial management firm in Dallas seeks a Client Specialist to enhance client service and operational support for Financial Advisors. Responsibilities include client onboarding, managing communications, organizing events, and ensuring compliance with regulatory policies. The ideal candidate has at least 2 years of experience, strong communication skills, and is detail-oriented. Training for necessary licenses is provided. This position offers a collaborative work environment and growth opportunities.
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