Wealth Management Associate Client
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-07
Listing for:
Allworthfinancial
Part Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Allworthfinancial is seeking a Wealth Management Associate in Dallas, Texas to partner with external sales representatives and advisors. The role involves managing incoming client referrals, overseeing the sales cycle, and ensuring excellent client service.
The ideal candidate will have a 4-year degree in finance or business and at least 3 years of sales support experience. Benefits included medical, dental, vision insurance, and a flexible paid time-off policy.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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