- First State Bank (Denton, TX)
- …excellent customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective ... create value for our shareholders. Our Core Values are Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees perform their daily job… more
- Bank of America (Fort Worth, TX)
- Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... individual in the trust department and/or the trust department as...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Kestra Financial (Grapevine, TX)
- …with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial ... Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth ...through a financial advisory partnership built on integrity and trust . We take the stress out of managing personal… more
- Wells Fargo (Frisco, TX)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody,...**About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo |… more
- First Horizon Bank (Dallas, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... **Description** **Location** : Onsite **Description:** Responsible for Treasury Management sales activities, including the development of new Treasury Management … more
- WTW (Dallas, TX)
- …outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ colleagues, oversees ... NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + Leads senior client… more
- Regions Bank (Dallas, TX)
- …vertical + Serves as a Philanthropic Solutions subject matter expert for all of Wealth Management , partnering across the footprint for key initiatives + Serves ... + Previous Investment Management or Philanthropic Solutions experience + Management experience + Charitable Trust experience **Skills and Competencies** +… more
- First Horizon Bank (Dallas, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... examinations findings for distribution to loan officers, credit administration and management . **Duties and Responsibilities** + Travel to site locations to perform… more