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Private Wealth Associate - Strategic Client Wealth

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Texas Capital Bank
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Texas Capital Bank is seeking an experienced Investment Client Service Associate/Relationship Associate to support Advisors in delivering tailored financial strategies and high-quality client service. You will help manage client relationships, assist with trades and monitoring, and support business development.

Ideal candidates bring 5+ years in banking, strong communication, and discretion, with a Bachelor’s degree and Series 65 preferred.

We are looking to fill the Private Wealth Associate
- Strategic Client Wealth position at Texas Capital Bank in Dallas, TX, United States.

As a Private Wealth Associate
- Strategic Client Wealth, you will play an important part at Texas Capital Bank in Dallas, TX, United States.

We invite applications for the Private Wealth Associate
- Strategic Client Wealth position located in Dallas, TX, United States.

The following position is for a Private Wealth Associate
- Strategic Client Wealth with Texas Capital Bank.

Position Requirements
10+ Years work experience
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