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Financial Services Wealth Management Financial Advisor / Consultant

Senior Associate, Client & Advisor Services — Onboarding & Ops

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates possess strong communication skills, attention to detail, and relevant financial services experience. Join a team dedicated to providing high-quality service to ultra-high-net-worth clients.
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Position Requirements
10+ Years work experience
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