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Wealth Client Relations Lead Advisory
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-16
Listing for:
TIAA
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Dallas is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and support high-net-worth clients. Responsibilities include managing client relationships, communicating effectively, and implementing financial plans. Candidates should have a university degree and ideally 2+ years of experience in client management, along with required FINRA registrations and licenses within a designated timeframe.
This role offers competitive pay and a supportive working environment.
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