• Private Wealth Management Wealth Advisor

    Regions Bank (Houston, TX)
    …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing...industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma… more
    Regions Bank (07/15/25)
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  • Philanthropic Advisor - Lead Fiduciary…

    Wells Fargo (Dallas, TX)
    …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... **About this role:** Wells Fargo is seeking a Philanthropic Advisor - Lead Fiduciary Specialist Working at Wells Fargo...+ Potentially 5% - 10% overnight travel + Specific compliance policies may apply regarding outside activities and/or personal… more
    Wells Fargo (08/29/25)
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  • Financial Advisor Associate

    Vanguard (Dallas, TX)
    …strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management ... situations, goals, risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and… more
    Vanguard (08/14/25)
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  • Director - Asset Management Compliance

    Charles Schwab (Austin, TX)
    …(f) the preparation of annual compliance reports pursuant to Rule 38a-1 of the Investment Company Act of 1940 and 206(4)-7 of the Investment Advisers Act of ... "challenge the status quo" and transform the finance industry together. In Compliance , we help our business partners achieve their strategic priorities by promoting… more
    Charles Schwab (08/23/25)
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  • Tax Manager - Real Estate

    Deloitte (Fort Worth, TX)
    …Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry… more
    Deloitte (08/21/25)
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  • Divisional Director, Advisory Consultants

    TIAA (Frisco, TX)
    The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager...stakeholders and team members to ensure strict adherence to compliance . + Manages and develops performance of team by… more
    TIAA (08/09/25)
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  • Tax Senior, Private Equity

    Deloitte (San Antonio, TX)
    …As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients ... + Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships + Bachelor's degree in… more
    Deloitte (08/20/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (The Woodlands, TX)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/23/25)
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  • Tax Manager - Private Equity

    Deloitte (Fort Worth, TX)
    …As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax… more
    Deloitte (08/18/25)
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  • Tax Senior - Real Estate

    Deloitte (Dallas, TX)
    …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify ... solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity… more
    Deloitte (08/23/25)
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