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Wealth Management Financial Advisor

Senior Wealth Management Client Services Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: NOVĒM WEALTH
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Dallas, Texas, is seeking a Senior Client Service Associate to support financial advisors and enhance client experiences. The ideal candidate will have over 3 years of wealth management experience with a strong attention to detail and operational discipline. Responsibilities include managing client onboarding, compliance workflows, and providing polished client service. Join this dynamic firm committed to integrity and long-term client relationships, and elevate your career in wealth management.
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Position Requirements
10+ Years work experience
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