- 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 (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
- 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
- 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
- Truist (Dallas, 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
- 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
- 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
- Bank of America (Frisco, TX)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/FRISCO/Merrill-Market-Client-Relationship-Manager\_25037399) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- JPMorgan Chase (Plano, TX)
- …within the Senior Lead Software Engineer at JPMorganChase within the Asset Wealth Management Tech Investment Advisor Team, you are an integral part of ... that are leveraged across teams and functions + Influences leaders and senior stakeholders across business, product, and technology teams + Champions the firm's… more
- Capgemini (Dallas, TX)
- …account in the banking and capital markets sector. This is a senior , client-facing role focused on transformation, cloud, and AI-driven solutions. **Key ... revenue growth exceeding $20M. **Client Engagement** * Serve as a trusted advisor to C-suite executives. * Build and maintain long-term, strategic relationships. *… more
- NTT America, Inc. (Dallas, TX)
- …Client Relationship Management: + Serve as the **primary relationship owner** for senior client stakeholders (C-level and business unit leaders). + Act as a ... **trusted advisor ** , providing strategic guidance on business transformation, digital...expertise** in banking transformation (retail banking, commercial banking, payments, wealth management, risk & compliance). Market & Industry Leadership:… more
- Robert Half Finance & Accounting (Dallas, TX)
- …oversight, and financial operations for a substantial family office. This senior role offers a rare blend of autonomy, flexibility (mostly work-from-home), ... principals, manage a diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary and a generous… more