Financial Manager Jobs in Dallas, TX
Financial Manager jobs in Dallas are concentrated in Uptown, the Platinum Corridor along the LBJ Freeway, and Downtown's central business district, with strong demand across banking, energy, healthcare, and corporate services. Employers actively hiring include Alvarez & Marsal, Shamrock Trading Corporation, and EY. See the openings below and apply to the ones that match your experience.
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Financial Advisor Team Manager, UBS Wealth Advice Center
United States - Texas
Management and Business Support
Global Wealth Management
Job Reference #
343045BR
City
Dallas
Job Type
Full Time
Key responsibilities
- lead and inspire Financial Advisors in delivering an exceptional client experience to the Wealth Advice Center's Emerging Affluent and Core Affluent client segments. Our team of 250+ Financial Advisors serves approximately 250,000 clients with over $23 billion in assets
- drive a high-performance culture through effective coaching, performance management, recognition, and ongoing developmental feedback
- develop Financial Advisors across key areas including advice delivery, planning, investment and retirement solutions, technology and platform capabilities, business acumen, and client engagement
- execute strategic business initiatives that support the continued growth and evolution of the Wealth Advice Center
- partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance
- provide leadership and oversight for daily business operations while ensuring a strong risk and supervisory environment
- optimize team performance, productivity, and operational effectiveness in a dynamic, client-focused advice center environment
The team
The UBS Wealth Advice Center (WAC) is a nationally scaled advice business operating from Weehawken, NJ, Charlotte, NC, and Dallas, TX, dedicated to delivering personalized advice and guidance through a consistent, high-quality client experience.
Today, our team serves more than 250,000 clients through a growing workforce of over 400 Financial Advisors and Client Associates. Together, we help clients navigate important financial decisions, pursue their goals, and build long-term relationships with UBS.
As a member of the leadership team, you will play a critical role in developing Financial Advisors, driving business results, and fostering a culture centered on client experience, accountability, and continuous growth.
Your skills and experience
- proven leadership experience managing teams or demonstrated success in a comparable coaching, supervisory, or people leadership role
- exceptional communication and interpersonal skills with strong strategic thinking, sound judgment, and the ability to translate business priorities into actionable plans
- SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred or required within 120 days of assuming the role
- Bachelor's degree required and ideally, 3+ years experience in a relevant role
- known for driving results and inspiring others to achieve their best while being highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
- able to manage your time well and handle a large workload as well as a natural problem-solver who collaborates seamlessly with individuals and teams
- proficient with Microsoft Suite Applications, including Outlook, Word & Excel
- exhibit self-confidence and composure as well as demonstrate a proactive mindset and a strong drive to succeed
- exceptional communicator, both verbally and in writing, with excellent listening skills as well as adaptable and thrive in complex environments
- capable of managing projects independently, with a high degree of ownership and responsibility and able to lead and positively influence others, fostering a productive and supportive environment
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Financial Advisor Team Manager, UBS Wealth Advice Center | UBS - Experienced professionals - job boards
Financial Advisor Team Manager, UBS Wealth Advice Center
United States - Texas
Management and Business Support
Global Wealth Management
Job Reference #
343045BR
City
Dallas
Job Type
Full Time
Key responsibilities
- lead and inspire Financial Advisors in delivering an exceptional client experience to the Wealth Advice Center's Emerging Affluent and Core Affluent client segments. Our team of 250+ Financial Advisors serves approximately 250,000 clients with over $23 billion in assets
- drive a high-performance culture through effective coaching, performance management, recognition, and ongoing developmental feedback
- develop Financial Advisors across key areas including advice delivery, planning, investment and retirement solutions, technology and platform capabilities, business acumen, and client engagement
- execute strategic business initiatives that support the continued growth and evolution of the Wealth Advice Center
- partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance
- provide leadership and oversight for daily business operations while ensuring a strong risk and supervisory environment
- optimize team performance, productivity, and operational effectiveness in a dynamic, client-focused advice center environment
The team
The UBS Wealth Advice Center (WAC) is a nationally scaled advice business operating from Weehawken, NJ, Charlotte, NC, and Dallas, TX, dedicated to delivering personalized advice and guidance through a consistent, high-quality client experience.
Today, our team serves more than 250,000 clients through a growing workforce of over 400 Financial Advisors and Client Associates. Together, we help clients navigate important financial decisions, pursue their goals, and build long-term relationships with UBS.
As a member of the leadership team, you will play a critical role in developing Financial Advisors, driving business results, and fostering a culture centered on client experience, accountability, and continuous growth.
Your skills and experience
- proven leadership experience managing teams or demonstrated success in a comparable coaching, supervisory, or people leadership role
- exceptional communication and interpersonal skills with strong strategic thinking, sound judgment, and the ability to translate business priorities into actionable plans
- SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred or required within 120 days of assuming the role
- Bachelor's degree required and ideally, 3+ years experience in a relevant role
- known for driving results and inspiring others to achieve their best while being highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
- able to manage your time well and handle a large workload as well as a natural problem-solver who collaborates seamlessly with individuals and teams
- proficient with Microsoft Suite Applications, including Outlook, Word & Excel
- exhibit self-confidence and composure as well as demonstrate a proactive mindset and a strong drive to succeed
- exceptional communicator, both verbally and in writing, with excellent listening skills as well as adaptable and thrive in complex environments
- capable of managing projects independently, with a high degree of ownership and responsibility and able to lead and positively influence others, fostering a productive and supportive environment
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Financial Advisor Team Manager, UBS Wealth Advice Center | UBS - Experienced professionals - job boards
See All 142+ Financial Manager Jobs in Dallas
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Find Financial Manager JobsFinancial Manager Job Market in Dallas
Who's Hiring
- Alvarez & Marsal11
- Shamrock Trading Corporation11
- EY5
- BDO5
- UBS5
Top Industries Hiring
- Banking & Financial Services
- Consulting & Professional Services
Financial Manager Jobs in Dallas: Frequently Asked Questions
How do I get a financial manager job in Dallas?
Targeting Dallas's dominant sectors gives you the clearest path: corporate headquarters in Uptown and the Platinum Corridor along LBJ Freeway hire heavily, as do regional banks, hospital systems like those in the Medical District, and the city's large energy firms. Candidates with CPA credentials, FP&A experience, or multi-entity consolidation skills stand out in Dallas's competitive market. Networking through local chapters of professional finance associations also opens doors quickly here.
Which companies hire financial managers in Dallas?
Companies currently hiring financial managers in Dallas include Alvarez & Marsal, Shamrock Trading Corporation, and EY, per current listings on Migrate Mate as of November 2026. Dallas's employer mix skews toward large corporate headquarters, regional financial institutions, and healthcare systems, all of which maintain dedicated finance and accounting teams year-round.
Are there remote financial manager jobs in Dallas?
Yes, though availability varies: financial manager roles involving team oversight, treasury operations, or audit coordination tend to require an in-office presence, while FP&A and reporting-focused positions are more commonly hybrid. About 64% of financial manager openings tied to Dallas are remote or hybrid as of November 2026. The most remote-compatible work in Dallas centers on financial analysis, budgeting, and investor reporting rather than hands-on operational finance.
How can I get a financial manager job in Dallas with little or no experience?
The most realistic entry path in Dallas is moving up from a senior financial analyst or accounting supervisor role within the same employer. Dallas's large corporate headquarters, regional bank networks, and hospital systems frequently promote from within and run structured rotational finance programs. Building experience with ERP systems like SAP or Oracle, common in Dallas's corporate environment, and earning a CPA or CMA gives candidates a meaningful edge when competing for that first managerial title.
Which industries hire the most financial managers in Dallas?
Dallas financial manager roles concentrate in Banking & Financial Services and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. Dallas's position as a headquarters city for Fortune 500 companies, combined with its established banking corridor and one of the largest healthcare markets in Texas, makes these sectors consistent drivers of local finance leadership hiring.
See All 142+ Financial Manager Jobs in Dallas
Find roles in Dallas that match your experience and apply in just a few clicks.
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