- Comerica (Dallas, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high ... to existing clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships.… more
- Bank of America (Dallas, TX)
- …external partners and centers of influence **Required skills:** * 12+ years of private banking or complex financial services experience OR equivalent financial ... Private Client Advisor II Dallas, Texas..., providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption… more
- First National Bank of Omaha (Frisco, TX)
- …Our referral partners span departments including Commercial & Business Banking , Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and ... our clients, helping individuals through all life stages achieve their banking and long-term financial planning goals. Our advisors deliver personalized guidance… more
- Truist (Dallas, TX)
- …this position 4. Extensive knowledge of banking products and services, corporate banking & private banking arenas. 5. Satisfies regulatory requirements ... States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable… more
- Wells Fargo (Dallas, TX)
- …Wells Fargo. It all begins with outstanding talent. It all begins with you. ** Banking , Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and ... and ultra-high-net-worth individuals and families based on needs related to banking , custom lending, and trust services. These bank specialists leverage resources,… more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of… more
- Truist (Dallas, TX)
- …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within Legal or Medical firm relationship teams for assigned firms or ... committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. 11. Develop… more
- Huntington National Bank (Addison, TX)
- Description Job Description: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business ... In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance...and experience working with developers, property managers, REITs and private equity real estate firms. + Strong understanding of… more
- US Bank (Dallas, TX)
- …industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Citigroup (Dallas, TX)
- …Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A ( Private Equity) Senior Associate or Of Counsel (#926) - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private equity and M&A ... will have at least five years of experience advising private equity firms and their portfolio companies in a...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- JPMorgan Chase (Plano, TX)
- …a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. The team you ... is a part of a unique 2-year program, Financial Advisor Development Track (FADT), designed to help advance them...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... can meet the bank's business needs while producing a modern, digital banking stack. **Primary Responsibilities** + Manages solution design from conception to… more
- Regions Bank (Dallas, TX)
- …is submitted and acceptable, per Regions' construction loan policy and Real Estate Banking Advisor guidelines + Assists with questions, and work with senior ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... and improve how information flows + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + Works… more
- First Horizon Bank (Fort Worth, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg...brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one… more
- Capital One (Plano, TX)
- …a part of a community of technical experts working to **define the future of banking in the cloud.** You will work alongside our talented team of developers, machine ... expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and… more
- ServiceNow, Inc. (Addison, TX)
- …relevant work experience preferably in technology strategy/ops functions, management consulting, investment banking , or private equity. + Proven track record in ... product, and operational priorities. **Strategic Guidance** + Act as a trusted advisor who guides strategic initiatives and untangles complex problem sets, supported… more
- IBM (Dallas, TX)
- …deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally ... with clients to deliver high-quality solutions and be a trusted business advisor with deep understanding of SAP Accelerate delivery methodology or equivalent and… more
- Truist (Dallas, TX)
- …description:** Responsible for providing client coverage to institutional capital clients ( private equity and family office), to include driving revenue growth from ... offered across our platform 5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and… more