- 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 (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
- Deloitte (Fort Worth, TX)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... 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
- JPMorgan Chase (Plano, TX)
- …to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership. **Required ... Join the JP Morgan Wealth Management team and play a crucial role...client satisfaction and business outcomes is key. As a Senior Associate in the Executive Office of Client Transfers… more
- Truist (Dallas, TX)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions ... a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and… more
- JPMorgan Chase (Dallas, TX)
- …shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client ... to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a… more
- First Horizon Bank (Dallas, TX)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** **Director, Strategy & Execution - Managed Accounts Offers for Advisor Services** We believe that, when done right, investing liberates people ... themselves, and our clients, create a better future. **Our Organization:** Schwab's Wealth & Advice Solutions (WAS) organization drives our strategy to create an… 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 ... partnership 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
- 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 ... Full Stack Technical Lead, Wealth Management The Wealth Management business...leader on an IT team Ideal Technical background + Senior level experience with Java, JavaScript, Angular / TypeScript,… 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
- 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
- Charles Schwab (Westlake, TX)
- …needs. Reporting into the Director of Business Strategy, the **HNW Lending Strategy, Senior Manager** will be responsible for developing plans to expand our HNW ... aid in establishing the strategic direction for our overall CSPB offering. The Senior Manager will work closely with internal and external partners to develop… more
- First Horizon Bank (Fort Worth, TX)
- …requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + CRM and Under Writer work together ... high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments,… more
- Edward Jones (Dallas, TX)
- …and deliver on established growth metrics. Internally this role is titled Senior Wealth Strategist** Edward Jones' compensation and benefits package includes ... have a desire to be a part of the wealth management process? Do you have a strong background...keep them on-track. Responsibilities include: + Partner with the Senior Planner, Financial Advisor , and high net… 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 ... join us. We'll enable growth and progress together. The Senior Java Lead/Developer is a senior level...define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating… 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 ... join us. We'll enable growth and progress together. The Senior Java Developer / Programmer Analyst is an intermediate...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… more
- Amazon (Dallas, TX)
- …their success in the public sector and commercial realms. As a trusted advisor to our most strategic partners, you'll leverage your deep technical expertise to ... dedicated to supporting our key partners. This group brings together a wealth of perspectives and experiences, fostering innovation and creative problem-solving. The… more
- Charles Schwab (Westlake, TX)
- …for clients today while innovating for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate ... "challenge the status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and delivering an… more
- Vanguard (Dallas, TX)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more