Financial Advisor Jobs in Dallas, TX
Financial Advisor jobs in Dallas are in strong demand, concentrated in Uptown, the Dallas Arts District corridor, and the North Dallas financial hub along the Tollway, with openings in wealth management, retirement planning, and private client services. Employers hiring right now include Bank of America, UBS, and Vanguard. See the openings below and apply to the ones that match your experience.
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Showing 5 of 112+ Financial Advisor jobs
About Us
WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction.
www.wealthbridgefg.com
The Opportunity
We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.
What You’ll Do
- Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
- Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
- Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions.
- Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
- Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
- Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.
Requirements
Who Thrives Here
- You think like an entrepreneur and want to build something of your own
- People enjoy talking to you, and you’re good at earning trust
- You want a career and a business you own, not just a paycheck
- You set goals and push yourself to hit them without someone looking over your shoulder
- You’re curious about money: how it grows, how it’s protected, and how it changes lives
- Sales, finance, or client-service experience helps, but hunger and coachability matter more
Who You’ll Help
Your clients will include:
- Individuals and families building security and planning for the future
- Business owners protecting what they’ve built and planning their next move
- Institutions and organizations that need a trusted financial partner
Why WealthBridge?
- No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list.
- Real mentorship. You’ll learn from experienced leaders who want you to win.
- A team culture. We collaborate, share what works, and celebrate each other’s success.
- Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence.
- A firm built on people. Impact and outcomes come first, for our clients and for our agents.
Benefits
What Sets Us Apart
- You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
- Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
- Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
- We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance.
- Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
- Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
About Us
WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction.
www.wealthbridgefg.com
The Opportunity
We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.
What You’ll Do
- Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
- Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
- Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions.
- Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
- Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
- Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.
Requirements
Who Thrives Here
- You think like an entrepreneur and want to build something of your own
- People enjoy talking to you, and you’re good at earning trust
- You want a career and a business you own, not just a paycheck
- You set goals and push yourself to hit them without someone looking over your shoulder
- You’re curious about money: how it grows, how it’s protected, and how it changes lives
- Sales, finance, or client-service experience helps, but hunger and coachability matter more
Who You’ll Help
Your clients will include:
- Individuals and families building security and planning for the future
- Business owners protecting what they’ve built and planning their next move
- Institutions and organizations that need a trusted financial partner
Why WealthBridge?
- No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list.
- Real mentorship. You’ll learn from experienced leaders who want you to win.
- A team culture. We collaborate, share what works, and celebrate each other’s success.
- Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence.
- A firm built on people. Impact and outcomes come first, for our clients and for our agents.
Benefits
What Sets Us Apart
- You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
- Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
- Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
- We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance.
- Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
- Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
See All 112+ Financial Advisor Jobs in Dallas
Find roles in Dallas that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Job Market in Dallas
Who's Hiring
- Bank of America19
- UBS9
- Vanguard9
- Frost Bank9
- 49 Financial9
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
Financial Advisor Jobs in Dallas: Frequently Asked Questions
How do I get a financial advisor job in Dallas?
The strongest path into a Dallas financial advisor role is targeting the city's dense concentration of wealth management firms, independent broker-dealers, and insurance-based advisory practices in Uptown and along the Preston Road and North Tollway corridors. Candidates who hold a Series 65 or CFP credential stand out, but firms in Dallas also hire relationship-focused advisors with a proven client base. Focusing your outreach on family offices and regional banks with Dallas headquarters gives you an edge over candidates applying nationally.
Which companies hire financial advisors in Dallas?
Companies currently hiring financial advisors in Dallas include Bank of America, UBS, and Vanguard, per current listings on Migrate Mate as of November 2026. Dallas draws a mix of national wirehouses, regional independent advisory firms, and insurance companies with large local sales forces, giving candidates a wide range of employer types to target.
Are there remote financial advisor jobs in Dallas?
Yes, though full remote work is less common for client-facing advisory roles that rely on in-person relationship building. About 68% of financial advisor openings tied to Dallas are remote or hybrid as of November 2026, with flexibility most often found in financial planning, portfolio analysis, and back-office paraplanning roles. Client-facing wealth management positions in Dallas typically require at least some in-office presence.
How can I get a financial advisor job in Dallas with little or no experience?
The most realistic entry path in Dallas is a paraplanner or financial planning associate role at one of the many independent registered investment advisors concentrated in Uptown and the Park Cities area. Large insurance firms in Dallas also run structured associate programs that provide licensing support and a defined client development track. Building your Series 6 or Series 7 license before applying, even without prior experience, moves your application to the top of the pile at most Dallas employer types.
Which industries hire the most financial advisors in Dallas?
Dallas financial advisor roles concentrate in Banking & Financial Services and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. Dallas's position as a regional headquarters for major banks, insurance carriers, and an expanding private equity community drives consistent demand for advisory talent across all three sectors.
See All 112+ Financial Advisor Jobs in Dallas
Find roles in Dallas that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs