- Citigroup (San Antonio, TX)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new… more
- 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
- Truist (Dallas, TX)
- …mentioned below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- Bank of America (Houston, TX)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... make a difference. Join us! **Job Description:** The Private Wealth Relationship Manager supports the Financial Advisor ...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… 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
- Bank of America (Houston, TX)
- Private Wealth Senior Investment Manager Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... make a difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is responsible for...Manager is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment management… more
- Wells Fargo (Dallas, TX)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and ... **In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,...unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area + Deliver solutions that… more
- Deloitte (Fort Worth, 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
- Deloitte (Austin, 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
- Covr Financial Technologies (Houston, TX)
- REPORTS TO: Sr . Application Fulfillment Specialist DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Tuesday to Saturday 11am to 8pm CST OR ... long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech… more
- Bank of America (San Antonio, TX)
- Global Commercial Banking-Middle Market Sr . Relationship Manager - San Antonio, TX San Antonio, Texas **Job Description:** At Bank of America, we are guided by a ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Citigroup (Irving, TX)
- ** Senior Vice President:** _Excited to grow your career?_ We value our talented employees, and whenever possible strive to help one of our associates grow ... to go global, combine its Private Bank and consumer wealth businesses, build an infrastructure that is scaled and...numerous legal entities and geographies, serving as a key advisor in the domain of program management risk. The… 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 Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation… more
- Citigroup (San Antonio, TX)
- The Wealth Relationship Mgmt. Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- DXC Technology (Austin, TX)
- …as a trusted advisor . **Qualifications:** + Comprehensive understanding of Life and Wealth insurance, BPS, and DXC IP. Particular knowledge of US markets is a ... customer experience transformation. We are seeking a highly skilled and experienced Senior Manager for DXC BPS Solution Architecture. The ideal candidate will… more
- Citigroup (Irving, TX)
- …able to ensure adherence to all processes and procedures. **Citi Private Bank** Global Wealth Management (GWM) is a trusted advisor to the world's wealthiest, ... + Wealth Credit Management (WCM) is an integral part...deficiencies, among others. + The QA Governance and Strategy Senior Lead manages a team of QA officers, responsible… more
- Alight (TX)
- …of Be Alight. Learn more at careers.alight.com. **Would you like to help senior consumers navigate Medicare healthcare insurance options? This role is available in ... tailored, cost-effective solutions. **About the role** As a Temporary Virtual Benefit Advisor , you will sell and enroll retirees into appropriate insurance products… more
- Atria Wealth Solutions (Dayton, 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 ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave...members and assets exceeding $1 Billion. 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
- 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