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Broadway Bank

42 Broadway Bank Jobs Hiring Near You

Broadway Bank

Private Banker II- Dallas

Dallas, TX · On-site

Monday - Friday Hours of Operation:8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas withofferings in personal and private banking, wealth management ...

Broadway Bank

Commercial Banker

San Antonio, TX · On-site

Why Broadway Bank: We are one of the largest independently owned banks in Texas withofferings in personal and private banking, wealth management, business bankingand mortgage lending. Position ...

Broadway Bank

Commercial Banker

San Antonio, TX · On-site

Monday - Friday Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas withofferings in personal and private banking, wealth management ...

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Infographic showing various job openings at Broadway Bank in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Financial Advisor II - Dallas Market

Broadway Bank

Dallas, TX • On-site

Full-time

Re-posted 9 days ago

Job description

Why Broadway Bank:

We are one of the largest independently owned banks inTexas with offerings in personal and private banking, wealth management,business banking and mortgage lending.

Position Overview:

The FinancialAdvisor II - Dallas Market (FAII) plays a pivotal role in the success of Broadway WealthSolutions (BWSI) and Broadway Bank's mass affluent strategy. The FAII serves asa trusted advisor, delivering expert financial advice and investment strategiesthrough a consultative, goals-based approach. This role involves building andstrengthening client relationships, providing exceptional service, andleveraging expertise to translate complex financial concepts into actionableinsights. The FAII is also an ambassador for Broadway Wealth Solutions,representing the firm with integrity and professionalism in the community.
The FAII isresponsible for managing and growing a portfolio of assets under management(AUM), with a focus on financial planning for a diverse client base includingprofessionals, executives, and their firms. Key responsibilities includemarketing, evaluating, planning, and monitoring client portfolios, encompassingboth AUM and insurance solutions. The FAII collaborates closely with variouslines of business within Broadway Bank and contributes to strategictransformation efforts aligning with the  firm's goals and budget.

Essential Functions:

  • Work with clients to create detailed financial road maps, aligning their financial strategies with personal goals.
  • Gather and review client financial statements, tax returns, estate planning documents, and other relevant information to inform financial planning.
  • Coordinate with clients' other professional advisors to deliver comprehensive financial advice.
  • Conduct a complete analysis of financial, industry, and management information.
  • Ensure accurate preparation and review of new account documentation.
  • Regularly engage with clients to assess their investment needs, financial trends, and organizational changes.
  • Monitor client accounts and recommend appropriate rebalancing actions.
  • Build and maintain primary contact relationships with key customers, providing proactive advisory services.
  • Manage and expand a portfolio of high-value clients, focusing on retention, acquisition, and revenue growth.
  • Foster strong working relationships with Private and Business Banking Partners to address referrals and provide solutions.
  • Contribute to special projects and perform other duties as assigned.
  • This position may require travel within the Bank's geographic area. 

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