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, Fifth Third Bank, and UBS. See the openings below and apply to the ones that match your experience.
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Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Financial Aid Advisor with Medical City Dallas you can be a part of an organization that is devoted to giving back!
Job Summary and Qualifications
Provides guidance and support to students and families throughout the financial aid process by developing and finalizing financial aid plans in compliance with state, federal, accreditation, and company policies and regulations. Assists new, continuing, and re-entry students in understanding available financial aid options and helps ensure funding plans align with their educational needs and best interests.
Maintains a high level of professionalism, ethical standards, and student-focused service while counseling students on financial aid eligibility, packaging, and related processes.
CHCP Core Values
This position also requires adherence to CHCP’s core values, which are the basic elements of how we go about our work. They are the practices we use (or should be using) every day in everything we do. Our core values are a small set of timeless guiding principles which we live by and include:
- Innovation: We embrace organizational goals and drive positive change.
- Compassion: We care about our students, their future employers, and the communities that they serve.
- Accountability: We are committed to responsibly upholding and reinforcing our values.
- Respect: We are accepting and considerate of others, regardless of background, abilities, or beliefs.
- Excellence: We execute our goals with passion and purpose and strive for the highest quality in our results.
Essential Duties and Responsibilities
- Provide financial aid counseling and guidance to prospective, current, and returning students and their families regarding available funding options, eligibility requirements, and the financial aid process.
- Assist students in completing financial aid applications and related documentation while ensuring compliance with applicable federal, state, accreditation, and institutional requirements.
- Review financial aid records and documentation to identify eligibility requirements, resolve
- discrepancies, and support accurate award determination and processing.
- Coordinate the collection, review, and maintenance of financial aid documentation to ensure timely processing and compliance with regulatory standards.
- Develop and communicate student financial aid packages and monitor aid activity to support accurate and timely funding.
- Maintain accurate and compliant student financial aid records in accordance with institutional policies and regulatory requirements.
- Prepare, analyze, and distribute financial aid reports to support operational effectiveness,
- compliance monitoring, and departmental decision-making.
- Serve as a resource to students by addressing questions and concerns related to financial aid programs, processes, and policies in a professional and service-oriented manner.
- Support departmental compliance efforts by adhering to established policies, procedures, and applicable federal, state, accreditation, and institutional regulations.
- Collaborate with internal departments and external stakeholders to support student success and effective financial aid administration.
- Participate in training, process improvement initiatives, and other departmental projects as assigned.
- Perform other duties and responsibilities as assigned.
Education
- High School Diploma required.
Experience
- Experience in a higher education setting preferred.
- Experience working with and technical knowledge of student financial aid programs preferred.
- Basic knowledge of federal and state regulations which may impact Title IV funding.
Computer Skills
- Must be proficient in Microsoft Office (i.e. Excel, Outlook, and Word) and data entry.
- Basic knowledge of CampusVue database (preferred)
The College of Health Care Professions offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:
- Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services
- Wellbeing support, including free counseling and referral services
- Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence
- Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling
- Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing
- Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts
Learn more about Employee Benefits
Note: Eligibility for benefits may vary by location.
"There is so much good to do in the world and so many different ways to do it."- Dr. Thomas Frist, Sr.
HCA Healthcare Co-Founder
Be a part of an organization that invests in you! We are reviewing applications for our Financial Aid Advisor opening. Qualified candidates will be contacted for interviews. Submit your application and help us raise the bar in patient care!
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
See All 141+ Financial Advisor Jobs in Dallas
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Find Financial Advisor JobsFinancial Advisor Job Market in Dallas
Who's Hiring
- Bank of America34

- Fifth Third Bank34

- UBS6

- NTT DATA6

- Opes One6

Top Industries Hiring
- Banking & Financial Services17
- Insurance6
- Investment & Asset Management6
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, Fifth Third Bank, and UBS, per current listings on Migrate Mate as of September 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 61% of financial advisor openings tied to Dallas are remote or hybrid as of September 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, Insurance, and Investment & Asset Management, based on current listings on Migrate Mate as of September 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 141+ Financial Advisor Jobs in Dallas
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