- 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)
- …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
- Charles Schwab (Westlake, TX)
- …the support they need to help them manage their firm and meet their goals. Schwab Advisor Services is building out a Wealth Services team to drive offer strategy ... and digital development to better support advisor 's expanding needs for wealth management tools....and drive decision making. Presentation skills for meetings with senior executives. Ability to facilitate collaboration sessions virtually or… 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 ... 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
- 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
- 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
- HUB International (Dallas, TX)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across ... adding value to every client activity. **General Description (Summary, Scope, Purpose):** The Senior Actuarial Consultant - OPEB will play a pivotal role within HUB… 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 ... 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
- Principal Financial Group (Dallas, TX)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising… more
- Truist (Dallas, TX)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... approach to early talent recruitment and training across Wholesale and Wealth . * Developing, guiding, and mentoring less-tenured teammates; ensuring each LOB… 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 ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
- Scotiabank (Dallas, TX)
- …ensuring alignment with enterprise architecture and strategic priorities. + Partner with senior leaders across GBM to translate GBM's strategy into an executable ... guidance and business design expertise. + Act as a strategic advisor to transformation initiatives, ensuring projects are aligned to target-state design… 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 ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… more
- Scotiabank (Dallas, TX)
- …risk culture across all technology domains. The Director partners closely with senior technology and business leaders, risk owners, and control functions to ... Audit & Regulatory issue remediations. Director, IT Risk (CIO Risk Advisor ) directly supports the CIO/Vice-President, US GBME Technology, to collaboratively assess,… more
- Citigroup (Irving, TX)
- …by the performance of the individual. **Responsibilities:** + The Application Support Senior Analyst provides technical and business support for users of Citi ... while adhering to Service Level Agreements. + Acts as advisor or coach to new or lower level analysts....of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately… more