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In-House Wealth Advisor - Client & Digital Platform

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: First United Bank
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
Position: In-House Wealth Advisor - Client Growth & Digital Platform
A leading financial institution in Dallas, Texas, is seeking a motivated individual for a wealth management role. This position involves serving as the primary point of contact for clients, ensuring excellent service and support throughout their investment journey. The ideal candidate will have 1–3 years of experience and strong communication skills, along with a strong interest in advancing their career within wealth management.

This opportunity offers a clear path for growth along with a collaborative work environment.
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