Private Wealth Management Analyst

What you’d do

Support Financial Advisors and Private Wealth Advisor teams with client service, digital marketing, portfolio holdings and proposal tools, financial planning, and reporting and analysis. Full time role based in Dallas. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• 2+ years of relevant work experience
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts