- Truist (Fort Worth, 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
- Neuberger Berman (Dallas, TX)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under ... in-house portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis. + Maintain account… more
- JPMorgan Chase (Plano, TX)
- …and career progression programs. **Job summary:** As the **Product & Experience Sr Product Associate for the Advisor Compensation & Performance Platform** ... Our Advisor compensation and incentive programs reinforce our business...leading large-scale initiatives, influencing across product lines, and managing senior stakeholders. The role involves overseeing the incentive compensation… 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
- 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
- HUB International (Dallas, TX)
- …their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things ... compliance department. The SVP of Compliance ("SVP"), HUB Retirement and Private Wealth ("RPW"), will be a highly visible, leadership position, reporting directly… 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 ... ownership, and create a competitive advantage for Citi. The Sr Full Stack Java and Angular Programmer Apps Dev...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… more
- Bank of America (Dallas, TX)
- Wealth Management Specialist - NR Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- Bank of America (Frisco, TX)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Wealth Management Specialist - NPD Frisco, Texas **Job...(EGP) Relationship Manager** is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing… 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 ... us. We'll enable growth and progress together. The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation… more
- JPMorgan Chase (Plano, TX)
- …make our business what it is, making it a rewarding place **Job summary:** As a Senior Product Associate on the Advisor Platform & Experiences team, you will be ... At **J.P. Morgan Wealth Management** , investing feels like a personal...as the Rep Reassignment Tool and Investments Dashboard. The Advisor Platform & Experiences team is responsible for the… 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
- 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
- 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 ... We'll enable growth and progress together. The IT Project Sr Tech Lead is a strategic professional who closely...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… 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
- KPMG (Dallas, TX)
- **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118209 - 87 **Function:** Advisory **Area of Interest:** **State:** TX **City:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Bank of America (Fort Worth, TX)
- Business Banking Relationship Manager/ Senior Relationship Manager - Fort Worth, TX Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- KPMG (Dallas, TX)
- **Business Title:** Advisory Senior Associate, Strategy | Multiple Locations Fall 2025 **Requisition Number:** 117514 - 87 **Function:** Advisory **Area of ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...career in Advisory. KPMG is currently seeking an Advisory Senior Associate for our Strategy practice in Deal Advisory… 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 ... We'll enable growth and progress together. **Role:** The Full Stack Senior /Lead Java Developer(Financial Domain) position is responsible for establishing and… more