• Senior Planner- High Net…

    Edward Jones (Dallas, TX)
    …experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... answered yes to these questions, joining the Edward Jones High Net Worth team could...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
    Edward Jones (07/15/25)
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  • VP, Senior Wealth Consultant - Ultra…

    Charles Schwab (Westlake, TX)
    **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance ... clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of...strong culture of compliance, adherence to policy and Schwab's high standards + Demonstrates good judgment in selecting methods… more
    Charles Schwab (07/31/25)
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  • Wealth Advisor III - Dallas / Fort Worth

    Truist (Dallas, TX)
    …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
    Truist (06/03/25)
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  • Senior Philanthropic Advisor…

    Wells Fargo (Dallas, TX)
    …trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May ... (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary...directors and their donors + Experience working within the High Net Worth (HNW) Ultra… more
    Wells Fargo (07/31/25)
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  • Director Of Development / Senior Director…

    University of Texas Rio Grande Valley (Mcallen, TX)
    …mission. * Leads the qualification, cultivation, solicitation and stewardship of a portfolio of high net worth prospects ensuring that each receive regular ... mission. * Leads the qualification, cultivation, solicitation and stewardship of a portfolio of high net worth prospects ensuring that each receive regular… more
    University of Texas Rio Grande Valley (07/28/25)
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  • Senior Software Developer

    Deluxe (Fort Worth, TX)
    …of checks and accessories sold directly to consumers. Deluxe is looking for an experienced Senior Software Developer with a strong background in C# 8, . NET Core, ... SQL Server to join our growing software development team in our Fort Worth office. The ideal candidate will design, develop, and maintain complex software… more
    Deluxe (07/23/25)
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  • Senior Frontend Developer

    Deluxe (Fort Worth, TX)
    …for an experienced Senior Full Stack Developer to join our Fort Worth office with a primary focus on modern front-end technologies such as JavaScript, ... TypeScript, Angular, React, and Node.js, along with solid experience in C# 8, . NET Core, and Microsoft SQL Server for backend support. This role will design and… more
    Deluxe (07/29/25)
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  • Senior Special Needs Trust Officer…

    Wells Fargo (Austin, TX)
    …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth...Engage clients, advisors, and internal partners to deliver a high -touch client experience within a strong risk management framework… more
    Wells Fargo (07/26/25)
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  • Account Executive/Broker Specialist II

    AON (TX)
    …retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal insurance portfolios ... build, expand, and solidify relationships with existing clients at senior levels and to lead appropriate resources to address...information as required. + Manages an assigned book of high - net worth personal insurance clients… more
    AON (07/25/25)
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  • Private Wealth Services - Tax Senior…

    Grant Thornton (Dallas, TX)
    …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... Your day-to-day may include: Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual… more
    Grant Thornton (06/07/25)
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