• Wealth Consultant Partner - UHNW

    Charles Schwab (Westlake, TX)
    … high -touch service and on-going support for the wealth management needs of the ultra- high net worth client. In partnership with the Sr. Wealth ... **Your opportunity** As part of our Wealth Services team, the Wealth Consultant Partner is an essential member of an elite team providing… more
    Charles Schwab (07/30/25)
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  • Senior Wealth Strategist

    Truist (Houston, TX)
    …States of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their ... and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and… more
    Truist (07/09/25)
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  • Attorney - Consumer Banking & Wealth Mgmt

    Bank of America (Dallas, TX)
    …advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including ... Attorney - Consumer Banking & Wealth Mgmt Charlotte, North Carolina;Atlanta, Georgia; Jacksonville, Florida;...**Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services +… more
    Bank of America (06/27/25)
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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 - ... As the Private Wealth Services Tax Senior Associate, you'll perform compliance...include: Provide tax planning and consulting to our firm's high net worth clients for… more
    Grant Thornton (06/07/25)
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  • Alternative Investments Financing Lead…

    Wells Fargo (Irving, TX)
    …to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund ... Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, & Trust's (BL&T)...writing + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new… more
    Wells Fargo (07/29/25)
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  • Private Wealth Management Wealth…

    Regions Bank (Houston, TX)
    …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial… more
    Regions Bank (07/15/25)
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  • Regional Director-Trust and Wealth

    Bank OZK (Dallas, TX)
    …in trust administration or other relevant work experience, required. + Experience with high net worth planning and administration, preferred. + Active ... and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, effective coaching, and ongoing… more
    Bank OZK (06/13/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Dallas, TX)
    …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... deepen trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (08/01/25)
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  • Private Banking Advisor

    Comerica (Dallas, TX)
    Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra- high net ... and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients...cash flow analysis and budgeting, and risk management to ultra- high net worth clients. Uses… more
    Comerica (06/21/25)
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  • Senior Philanthropic Advisor - Senior Lead…

    Wells Fargo (Dallas, TX)
    …estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May partner ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...directors and their donors + Experience working within the High Net Worth (HNW) Ultra… more
    Wells Fargo (07/31/25)
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