- 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
- Neuberger Berman (Dallas, TX)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under ... in-house portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis. + Maintain account… more
- JPMorgan Chase (Plano, TX)
- …and career progression programs. **Job summary:** As the **Product & Experience Sr Product Associate for the Advisor Compensation & Performance Platform** ... Our Advisor compensation and incentive programs reinforce our business...leading large-scale initiatives, influencing across product lines, and managing senior stakeholders. The role involves overseeing the incentive compensation… more
- JPMorgan Chase (Dallas, TX)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2025 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
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2025 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
- HUB International (Dallas, TX)
- …their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things ... compliance department. The SVP of Compliance ("SVP"), HUB Retirement and Private Wealth ("RPW"), will be a highly visible, leadership position, reporting directly… 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 ... ownership, and create a competitive advantage for Citi. The Sr Full Stack Java and Angular Programmer Apps Dev...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… more
- Bank of America (Dallas, TX)
- Wealth Management Specialist - NR Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- Bank of America (Frisco, TX)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Wealth Management Specialist - NPD Frisco, Texas **Job...(EGP) Relationship Manager** is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing… more
- JPMorgan Chase (Plano, TX)
- …make our business what it is, making it a rewarding place **Job summary:** As a Senior Product Associate on the Advisor Platform & Experiences team, you will be ... At **J.P. Morgan Wealth Management** , investing feels like a personal...as the Rep Reassignment Tool and Investments Dashboard. The Advisor Platform & Experiences team is responsible for the… 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
- 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
- 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 ... We'll enable growth and progress together. The IT Project Sr Tech Lead is a strategic professional who closely...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- Wells Fargo (Frisco, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing service… more
- KPMG (Dallas, TX)
- **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118209 - 87 **Function:** Advisory **Area of Interest:** **State:** TX **City:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Dallas, TX)
- **Business Title:** Advisory Senior Associate, Strategy | Multiple Locations Fall 2025 **Requisition Number:** 117514 - 87 **Function:** Advisory **Area of ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...career in Advisory. KPMG is currently seeking an Advisory Senior Associate for our Strategy practice in Deal Advisory… more
- Bank of America (Fort Worth, TX)
- Business Banking Relationship Manager/ Senior Relationship Manager - Fort Worth, TX Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… 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 ... We'll enable growth and progress together. **Role:** The Full Stack Senior /Lead Java Developer(Financial Domain) position is responsible for establishing and… more
- JPMorgan Chase (Plano, TX)
- JPMorgan Asset & Wealth Management Finance and Business Management ("AWM F&BM") has a new opening for a Financial Manager. This position will report directly to the ... Management technology and will support the Asset Management technology team. Asset and Wealth Management (AWM) Technology Finance is an integral part of a larger… more