- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Comerica (Dallas, TX)
- Special Needs Trust Advisor III The Special Needs Trust Advisor III will be dedicated to the Special Needs Solutions Team. The candidate would be ... activities, coordinating with outside CPAs and advisors. * Provides comprehensive wealth planning advice to clients. May participate in projects which affect… more