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Private Wealth Advisor — Client Strategy & Growth

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Texas-Capital-Bank
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Texas Capital Bank is seeking an Investment Client Services Associate to support Advisors in delivering tailored financial strategies and quality service. You will help manage client accounts, assist with trades and position monitoring, and develop presentation materials for business opportunities.

The role requires strong MS Office skills, experience in banking or wealth management, and the ability to work with high-level clients. Office-based role in Dallas with cross-functional collaboration.

We are looking to fill the Private Wealth Advisor — Client Strategy & Growth position at Texas-Capital-Bank in Dallas, TX, United States.

All applications are reviewed carefully by our team.

The position is based in Dallas, TX, United States.

This opportunity is part of our work in Sales.

The advertised compensation is 60.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

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