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Financial Advisor / Consultant Wealth Management

Wealth Management Relationship & Operations Specialist

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: United Capital Financial Advisors, LLC
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
United Capital Financial Advisors, LLC in Irving, TX is seeking a Relationship Manager to support advisors and clients nationally. The role emphasizes operational excellence and relationship-building in a fast-paced environment. Responsibilities include managing multiple advisor relationships, supporting client onboarding, and ensuring timely execution of client requests. Ideal candidates have 3–5 years in financial services, strong communication, and organizational skills. A competitive compensation package is offered, alongside career growth opportunities within a respected firm.
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