- UMB Bank (Dallas, TX)
- …At UMB Private Wealth Management, your story is our focus. As the ** Sr . Wealth Advisor ** , you will lead a highly integrated team-based approach working ... ensure the client's priorities are at the center of every action. The Sr . Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio… more
- Charles Schwab (Westlake, TX)
- …helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Truist (Dallas, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Dallas, TX)
- …mentioned below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- Charles Schwab (Westlake, TX)
- …$4.3 trillion of assets in over 9.5 million accounts at Schwab. The Advisor Services Wealth Management Product Experience Team is responsible for supporting, ... the Advisor Services' organization. The **Director of Advisor Services' Wealth Management Product Experience** will...the business and product investment planning processes within Schwab Advisor Services. + Work directly with senior … more
- JPMorgan Chase (Dallas, TX)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Wells Fargo (Dallas, TX)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and ... **In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,...unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area + Deliver solutions that… more
- Deloitte (Fort Worth, TX)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience… more
- Deloitte (Fort Worth, TX)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Citigroup (Irving, TX)
- ** Senior Vice President:** _Excited to grow your career?_ We value our talented employees, and whenever possible strive to help one of our associates grow ... to go global, combine its Private Bank and consumer wealth businesses, build an infrastructure that is scaled and...numerous legal entities and geographies, serving as a key advisor in the domain of program management risk. The… more
- Citigroup (Irving, TX)
- …able to ensure adherence to all processes and procedures. **Citi Private Bank** Global Wealth Management (GWM) is a trusted advisor to the world's wealthiest, ... + Wealth Credit Management (WCM) is an integral part...deficiencies, among others. + The QA Governance and Strategy Senior Lead manages a team of QA officers, responsible… more
- Atria Wealth Solutions (Plano, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for...member until the account is closed. As a Financial Advisor your responsibilities include, but are not limited to,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for...as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,… more
- Bank of America (Dallas, TX)
- Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford, Connecticut; Dallas, Texas; Pennington, New Jersey; Providence, Rhode Island; ... business impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** Responsible for evaluating the design and… more
- Charles Schwab (Westlake, TX)
- …adaptable people with the desire help our clients and one another succeed. Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider ... registered independent advisory firms (RIAs). It provides access to sophisticated wealth management services that help advisors attract and retain affluent clients,… more
- Wells Fargo (Frisco, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing service… more
- Carrington (Plano, TX)
- …TPO Process flows, and Loan Operating Systems + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and work remote from home!** **What you'll do:** The Senior Strategy Project Manager supports the development and implementation...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Citigroup (Irving, TX)
- …support to the functional, automation and testing of all processes within Wealth Technology. The specialists work with department heads, technology project managers, ... initiatives and Tech Gaps Assessments for the respective regulatory initiatives for Wealth Technology globally. + Responsible for executing functional strategy for … more
- Bank of America (Dallas, TX)
- …Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's wealth ... of the fiduciary and economic impacts of investment decisions. + Senior accredited business valuation certification strongly preferred. ASA or ABV designation… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... a digital bank. **Responsibilities** + Working with Transformation Program Directors, Senior Architects, Steering Committees, CISO and CTI partners in delivering the… more