- Comerica (Dallas, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high ... to existing clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships.… more
- First National Bank of Omaha (Plano, TX)
- …Our referral partners span departments including Commercial & Business Banking , Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and ... our clients, helping individuals through all life stages achieve their banking and long-term financial planning goals. Our advisors deliver personalized guidance… more
- Truist (Dallas, TX)
- …this position 4. Extensive knowledge of banking products and services, corporate banking & private banking arenas. 5. Satisfies regulatory requirements ... States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable… more
- Truist (Dallas, TX)
- …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within Legal or Medical firm relationship teams for assigned firms or ... committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. 11. Develop… more
- US Bank (Dallas, TX)
- …industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Huntington National Bank (Addison, TX)
- Description Job Description: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business ... In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance...and experience working with developers, property managers, REITs and private equity real estate firms. + Strong understanding of… more
- JPMorgan Chase (Plano, TX)
- …Management serves clients across the entire wealth spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management ... The Life Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A ( Private Equity) Senior Associate or Of Counsel (#926) - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private equity and M&A ... will have at least five years of experience advising private equity firms and their portfolio companies in a...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Charles Schwab (Westlake, TX)
- …regulations, secured and unsecured debt transactions and the UCC. + Familiarity with private banking offerings, including credit products and estate/trust law. + ... looking to hire an experienced attorney to join its Banking , Retirement and Trust Legal Group as Director &...including its Pledged Asset Line of Credit, mortgage products, advisor loans, margin lending, unsecured lending, franchise loans and… more
- KeyBank (Dallas, TX)
- …rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking , equipment finance, etc. + Participates in community and ... rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking , equipment finance, etc. Experience in credit and/or… more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... can meet the bank's business needs while producing a modern, digital banking stack. **Primary Responsibilities** + Manages solution design from conception to… more
- Regions Bank (Dallas, TX)
- …is submitted and acceptable, per Regions' construction loan policy and Real Estate Banking Advisor guidelines + Assists with questions, and work with senior ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... and improve how information flows + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + Works… more
- First Horizon Bank (Fort Worth, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg...brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one… more
- Citizens (Plano, TX)
- …each aligned to one of our key business areas: Commercial Banking , Consumer Banking , and Private Banking . In this highly strategic role, you will ... languages, stacks, or front-end design. + Serve as a senior advisor , translating regulatory requirements and risk posture into actionable architectural guidance… more
- IBM (Dallas, TX)
- …deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally ... with clients to deliver high-quality solutions and be a trusted business advisor with deep understanding of SAP Accelerate delivery methodology or equivalent and… more
- Deloitte (Dallas, TX)
- …Transformation practice serves the full spectrum of financial services sectors including banking , private equity, hedge funds, real estate funds, mutual funds, ... + Enrolled Agent + Project Management Professional (PMP) + Certified Financial Advisor (CFA) + Professional Engineer + Advanced Excel capabilities + Demonstrated… more
- Truist (Dallas, TX)
- …description:** Responsible for providing client coverage to institutional capital clients ( private equity and family office), to include driving revenue growth from ... offered across our platform 5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and… more
- Capital One (Plano, TX)
- …a part of a community of technical experts working to **define the future of banking in the cloud.** You will work alongside our talented team of developers, machine ... expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and… more