- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… 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
- Deloitte (Dallas, TX)
- Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching,… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on May 31, 2026. 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) Preferred +… more
- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services.… more
- American Heart Association (Dallas, TX)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, virtually ... -level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual...giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter… more
- Vanguard (Dallas, TX)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- First Horizon Bank (Dallas, TX)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... in conformance with internal audit methodology; + seasoned and strategically minded senior internal auditor with a deep understanding of banking and financial risk… more
- Vanguard (Dallas, TX)
- …Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and other ... Senior TypeScript Engineer, Wealth Management The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth … more
- Edward Jones (Dallas, TX)
- …them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor , client and ... have a desire to be a part of the wealth management process? Do you have a strong background...concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes… more
- TIAA (Dallas, TX)
- **Sr. Financial Planner** The Senior Financial Planner writes and supports financial planning for Wealth Management Advisors, Advisory Consultants, and other ... plans and uses intermediate-level communication skills to provide on-demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services… more
- WTW (Dallas, TX)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- Vanguard (Dallas, TX)
- About Financial Advisor Services Financial Advisor Services (FAS) is the largest and fastest-growing of Vanguard's four client-facing businesses. FAS provides ... investors - representing about $3 trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, bank trust departments, registered… more
- Comerica (Dallas, TX)
- …Business Unit Support + Partner with and be a balanced, trusted advisor to client leadership to support business, financial and growth objectives. + ... rotational, etc.). + Assist clients in implementing strategies outlined in the Senior Officer Community & Culture Goals. + Other duties as assigned. Qualifications… more
- Fifth Third Bank, NA (Dallas, TX)
- …within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead ... with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more