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Wealth Analyst

Dallas,TX

1313 Wealth Analyst jobs in Dallas,TX

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USAA - Plano, TX

Life Actuarial Analyst
RemoteFlexible ScheduleHealth InsurancePaid Time OffRetirement Benefit
New, Posted 22 hours ago
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Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Empower

Dallas, TX 75205

RemoteFlexible ScheduleEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

$87,400.00 - $123,400.00
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Other necessary computer equipment, will be provided.
Bachelor Degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Must reside within territory
You will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
The Ideal Candidate lives and is excited to meet with clients in the Dallas Texas area
Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
CFP preferred
New, Posted 1 day ago
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Analyst/Sr Analyst, Financial Planning & Analysis

American Airlines

Fort Worth, TX 76101

~ 44 min OnsiteHealth InsuranceRetirement Benefit

Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
On day one, you'll have access to your health, dental, prescription and vision benefits
Virtual doctor visits
Flexible spending accounts
401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
Employee Assistance Program
Pet insurance
Discounts on hotels, cars, cruises and more
Bachelor's degree in relevant field or equivalent experience/training
Relevant experience in finance, network planning or revenue management
Ability to demonstrate analytical skills, with financial modeling and analysis experience
Knowledge of Microsoft Excel and PowerPoint
Master of Business Administration
Knowledge of SQL and Access skills are a plus
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Financial Planning Analyst

Spectrum

Coppell, TX 75019

~ 31 min Onsite

Comprehensive pay and benefits package
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.
Candidates must be authorized to work in the U.S. immediately and remain eligible to work without sponsorship now or in the future
Bachelor's degree in business or related field or equivalent combination of education and experience
2+ years of business planning, financial analysis or related experience
Ability to read, write, speak and understand English
Ability to analyze and interpret data
Knowledge of software applications such as Word and Excel
New, Posted 5 hours ago
Assistant Store Manager

Family Dollar

Dallas, TX 75217

New, Posted 1 day ago
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Production Specialist

Canon U.S.A.

Irving, TX 75063

$54,460-$81,550/yr
New, Posted 2 hours ago
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Data Quality Analyst - (Remote)

Outlier

Dallas, TX 75217

$15/hr
Remote

Up to USD $15 per hour, paid weekly
Earn up to USD $15 per hour
On average, contributors earn an additional 7.5% through Missions — Outlier's version of surge pricing. The top quartile boosts their earnings by an average of 11%.
Certain projects offer incentive payments.
Free access to leading LLMs, worth $200+/month
Flexible, no minimum hours
Payments are processed weekly on Tuesdays, covering tasks completed during the previous pay period (Tuesday to Monday at midnight UTC), via PayPal, AirTM, or ACH transfer.
Set your own schedule, whether that's five or 40+ hours per week.
A valid ID and mobile phone from your country of residence
An up-to-date resume that highlights your expertise
A LinkedIn profile showing your educational background and work experience
Currently accepting applicants from:** Australia, Canada, Ireland, New Zealand, United Kingdom, and United States.
You must be authorized to work in your country of residence.
Fluent English speaker
Experience writing short, evidence-based explanations or reviews
Nice to have: Pursuing or holding a Bachelor's degree or above
New, Posted 6 hours ago
ZipRecruiter
Associate Portfolio Manager / Research Analyst

Level Four Group

Dallas, TX 75251

Flexible Schedule
New, Posted 1 day ago
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Mobile Associate - Retail Sales, Bilingual

T-Mobile

Grand Prairie, TX 75051

$20/hr
~ 28 min OnsiteChildcare AssistanceEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Hourly Base Pay: $18.00, plus $5.00 per hour training pay.
Eligible for an hourly training pay
Eligible for an annualized incentive target of $18,000/year
All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives.
Eligible for an Annual Stock Grant.
Annual stock grant
Employee stock purchase plan
401(k)
Access to free, year-round money coaches
On-the-job training
Medical, dental and vision insurance
A flexible spending account
Paid time off and up to 12 paid holidays
Paid parental and family leave
Family building benefits
Back-up care
Enhanced family support
Childcare subsidy
Tuition assistance
College coaching
Short- and long-term disability
Voluntary AD&D; coverage
Voluntary accident coverage
Voluntary life insurance
Voluntary disability insurance
Voluntary long-term care insurance
Mobile service & home internet discounts
Pet insurance
Access to commuter and transit programs
High School Diploma/GED (Required)
At least 18 years of age
Legally authorized to work in the United States
6 months of customer service and/or sales experience, Retail environment. (Preferred)
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Operations & Client Service Manager

MDRN Wealth™

Dallas, TX

$130,000/yr
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