- Charles Schwab (Westlake, TX)
- …invests in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor . **_Senior Manager, Schwab Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the... Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co.,… 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
- JPMorgan Chase (Plano, TX)
- …support advisors, and grow their business, all while advancing your own career. As a Senior Product Associate in JP Morgan Wealth Management, you will play a key ... Join our dynamic team where you will play a crucial role in the Advisor Productivity Tools and Connect Platform programs. This role offers an exciting opportunity to… more
- Deloitte (Fort Worth, TX)
- …Recruiting for this role ends on June 1, 2024 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, 2024 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
- Bank of America (Dallas, TX)
- Wealth Management Specialist - NR Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... a difference. Join us! The **Elite Growth Practice (EGP) Wealth Management Specialist** role is a position on the...Management Specialist** role is a position on the Financial Advisor Team which operates in a capacity to further… more
- Charles Schwab (Westlake, TX)
- …program. Schwab seeks a Managing Director, Schwab Compliance, to support the firm's Wealth and Advice Solutions business unit and to serve as the lead enterprise ... and in all capacities supports all Schwab businesses. The Wealth & Advice Solutions business unit (WAS) was created...Partner and collaborate with cross-functional teams as well as senior leadership across the Firm. + Provide leadership and… 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
- American Heart Association (Dallas, TX)
- …current and potential individual donors in support of charitable gift planning. The Senior Advisor ensures a mastery of the American Heart Association mission, ... on the many opportunities to financially support the Association. The Senior Advisor encourages participation, builds strategic relationships, and consults… more
- HUB International (Fort Worth, TX)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... and most competent professional team. **Role Summary:** This Associate Advisor will have the unique role of providing technical...Build and maintain client relationships in partnership with the Senior Advisors + Attend meetings held by 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
- TIAA (Frisco, TX)
- **Advice Methodology Development & Governance** The Senior Director, Advice Methodology Development & Governance job is responsible for the development and ... drive positive outcomes for plan participants, plan sponsors, and individual wealth clients leveraging the latest internally and externally developed financial… more
- Charles Schwab (Westlake, TX)
- …the donor-advised fund and the additional tools and resources offered to wealth management consultants within Investor Services and registered investment advisors on ... the Advisor Services platform. In addition, the role provides a...role provides a consultative partnership directly to clients, Schwab wealth consultants, Registered Investment Advisors, and Family Offices, working… 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
- Federal Emergency Management Agency (Denton, TX)
- …who perform substantive mission-oriented work in FEMA region 6 and serving as a senior level advisor to regional recovery staff and leadership concerning policy ... by disasters. Problem-solving and communicating effectively orally and in writing with senior leaders in an often politically sensitive environment. What else do I… more
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... on June 3, 2024. Work You'll Do As a Senior Consultant, you will help lead and deliver small...legacy processes + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise… 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...of reusable collateral + Ability to effectively communicate with senior client stakeholders, project sponsors and client teams +… more