- 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
- 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
- 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 (Dallas, 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 (Dallas, 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
- 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
- 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
- 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
- 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
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... + Communicating complex ideas effectively, both verbally and in writing, with senior client stakeholders, project sponsors and client teams through tools like… more
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... best practices + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise...complex ideas effectively, both verbally and in writing, with senior client stakeholders, project sponsors and client teams through… more