--> Wealth Advisory in Southlake | SnapRecruit Skip to main content'>

Log in

Post a Job

Millions Of Active Candidates

Get Wealth Advisory jobs Southlake as soon as they're posted

Sign up for a Snaprecruit.com account, and we'll send jobs and job-search advice right to your inbox.

Email me Snaprecruit.com job opportunities and updates related to career and education.

Check Salary Insights for Wealth Advisory in Southlake

Check Insights

Wealth Advisory Jobs

Get $5 in rewards added to your Snaprecruit.com Wallet Register Here

Get a Free resume Assessment with AI

6 Jobs - Page 1 of 1 (00:00 seconds)

Wealth Advisory Manager - Client Strategy & Portfolio Support

Company

Location

Southlake, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

BakerAvenue in Dallas seeks a Wealth Advisory Manager to support Wealth Advisors by handling portfolio management and financial planning guidance, enabling advisors to focus on business development and serving clients. This hybrid role requires collaboration with the team and delivery of investment recommendations, client proposals, and tailored financial plans. Strong communication and multi-tasking are essential. #J-18808-Ljbffr

Snaprecruit.com - ID: SD-APP-ea69fea9740a5f6526ee4b5f57fbcd8a1faeea28bf282ba4b028af99bcf8e898

Job origin: APPCAST_CPC

Wealth Advisory Manager

Company

Location

Southlake, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

Responsibilities Work with Advisor to assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy. Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing. Prepare customized proposals for clients and prospective clients. Assist in the development of complex and highly customized financial portfolios. Collaborate with the Advisor and Investment Management Committee to deliver investment

Snaprecruit.com - ID: SD-APP-e058711f9e5d02594b3042be029b457a2f192292a24265b77b4c7207b04359bb

Job origin: APPCAST_CPC

Wealth Advisory Manager — Client Strategy & Planning

Company

Location

Southlake, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

Jobtailor is seeking an experienced Wealth Advisor to collaborate with senior advisors on financial planning, portfolio strategies, and client relationships. You will prepare proposals, support meetings, and help manage complex portfolios for high-net-worth clients. The role requires 3–5 years in client-facing advisory roles, CFP credentials or progress toward them, and strong financial and Excel/PowerPoint proficiency. Team leadership and integrity are valued as you support growth. #J-18808-Lj

Snaprecruit.com - ID: SD-APP-8d69f04858a43d6eb8bc513989dc9bf98f83831d7f295cf0a63cdecb18d1ead5

Job origin: APPCAST_CPC

Hybrid Wealth Advisory Manager | Client Strategy Lead

Company

Retirement Resource Center, LLC. |

Location

Southlake, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

BakerAvenue Wealth Management is seeking a Wealth Advisory Manager to assist Wealth Advisors with client management, portfolio strategy, and financial planning guidance. The role focuses on preparing proposals, coordinating meetings, and delivering tailored investment recommendations. Based in our Dallas office, this hybrid position requires 3–5+ years in client-facing wealth roles, CFP preferred and a strong grasp of finance, retirement planning, and asset allocation. #J-18808-Ljbffr

Snaprecruit.com - ID: SD-APP-5b2ef0fd5127e8f98b4dbc804773ad132c568a61be3fd496034f1aa4092eb483

Job origin: APPCAST_CPC

Client Relations Associate - Wealth Advisory Support

Company

Kestra Financial |

Location

Grapevine, Texas, United States |

Posted date

3 weeks ago | Onsite

Kestra Financial in Grapevine, Texas is seeking a full-time Client Service Associate (CSA) to support client relations and manage various administrative functions within a fast-paced financial planning firm. The ideal candidate will have a Bachelor's degree, strong communication skills, and at least 3 years of relevant experience. Responsibilities include assisting with client meetings, managing the CRM system, and ensuring compliance with administrative regulations. The role offers competi

Snaprecruit.com - ID: SD-APP-5c587b8a59d224a15ff959ed0846e27dd3d01b4bb13819592b7e3c049679b69e

Job origin: APPCAST_CPC

Senior IT Project Manager Senior- Wealth Advisory Portfolio

Company

Charles Schwab |

Location

Southlake, None, United States ( 0 miles away ) |

Posted date

2 months ago | Onsite

Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). This role is expected to be in the office 4 days a week. The Schwab Technology Services (STS) Portfolio & Project M

Snaprecruit.com - ID: SD-APP-21e4112da8fb8541eb3a1d7e41145c4cc613e041c20386a02f3602e91d6e06b3

Job origin: APPCAST_CPC

🔍 People Also Search For

🏢 Top Companies:

Recent Searches

Job Title	Company Name	Location	Posted Date	Delete

Job Title	Company Name	Location	Applied Date