- 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 (Austin, 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)
- …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
- 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
- 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
- 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
- Charles Schwab (Westlake, TX)
- …helping us "challenge the status quo" and transform the industry together. Schwab's Wealth & Advice Solutions (WAS) organization is tasked with driving our strategy ... to create an integrated Wealth and Advice Solutions business and prioritize investments in...and prioritize investments in these areas. Within WAS, the Senior Manager, Alternative Investments Offer Management, will be a… more
- Truist (Fort Worth, TX)
- …(United States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to ... and improving service, processes, and systems. Will assist the wealth team members on the most complex financial, tax,...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… more
- Wells Fargo (Austin, TX)
- … Fiduciary Specialist) on the Estate Settlement Administration Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more ... begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the...investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services… more
- WTW (Houston, 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
- First Horizon Bank (Houston, 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
- Scotiabank (Dallas, TX)
- IT Audit Senior Manager, Cyber **Requisition ID:** 232906 **Salary Range:** 99,790.00 - 190,995.00 _Please note that the Salary Range shown is a guideline only. ... management to find solutions to address control weaknesses. The Senior Audit Manager assists in leading internal audit activities... Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance… 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 Full Stack Java Lead, VP** is a ...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 ... come join us. We'll enable growth and progress together. The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with… 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 Backend Senior Java Developer, AVP is an intermediate level position...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… 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 ... and progress together. The Applications Development Technology Lead Analyst is a senior level position responsible for establishing and implementing new or revised… more
- First Horizon Bank (Houston, TX)
- …for the small business department and region. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments, ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- Wells Fargo (Frisco, TX)
- …balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... to others + Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions...managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth… more