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Wealth Advisor Comprehensive Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-27
Listing for:
SWBC
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
SWBC in Dallas is looking for a Wealth Advisor to work with clients in creating comprehensive financial plans. This role involves analyzing financial situations, providing suitable investment recommendations, and growing the client base through referrals.
The ideal candidate will have a Bachelor’s Degree in a relevant field and experience in financial advising. With a competitive compensation package and various employee benefits, SWBC offers opportunities for career growth and training.
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