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Wealth Management Financial Manager

HNW Team Leader – Private Client Financial Planning

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Manager
  • Management
    Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking a High Net Worth Team Leader to manage a team of financial planners and enhance client relationships. The successful candidate will lead performance initiatives, ensure adherence to regulations, and act as a subject matter expert in financial planning. Candidates should have a Bachelor's degree, CFP or CFA designation, and over 11 years of industry experience.

This role offers a comprehensive benefits package, including paid time off and 401k options.
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