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Wealth Management Financial Consultant Financial Advisor Financial Sales

Wealth Management Relationship Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Nuveen
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor, Financial Sales
Salary/Wage Range or Industry Benchmark: 62500 - 87500 USD Yearly USD 62500.00 87500.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Dallas seeks a Wealth Client Relationship Manager to enhance client relationships and support high-net-worth clients. This role involves partnering with Wealth Management Advisors to implement financial plans and manage an assigned client book. Ideal candidates possess strong communication skills and a deep understanding of investment products and financial planning. A university degree and relevant FINRA registrations are required.

Competitive salary with opportunities for incentives based on performance.
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