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Financial Consultant Financial Advisor

Senior Wealth Advisor, Dallas Market

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Broadway Bank
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent Texas bank seeks a Financial Advisor II to manage and grow a client portfolio, delivering expert financial advice and strategic investment solutions. This role involves creating financial road maps, coordinating with clients' advisors, and contributing to a strong wealth management strategy. Ideal candidates will have a finance-related degree, relevant licenses, and at least seven years of experience in the financial advising field.

Opportunities for professional development and a strong commitment to client relationships are key components of this position.
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Position Requirements
10+ Years work experience
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