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Financial Consultant Financial Advisor Wealth Management

Strategic Wealth Planner — End-to-End Financial Planning

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Dallas is seeking a PWM Wealth Planner to provide comprehensive planning services for clients. This role requires significant experience in wealth planning and includes responsibilities like developing tailored financial solutions and working alongside relationship teams on new client opportunities. The ideal candidate will have strong client presentation skills and proficiency with planning software, alongside a relevant bachelor’s degree and further financial qualifications.

Competitive salary and benefits are provided.
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