- Wells Fargo (Austin, TX)
- …**About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Market Service Team in Trust ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Charles Schwab (Austin, TX)
- …candidate, to work on site in one of the specified locations.** The ** Senior Client Service Manager,** plays the critical role of primary relationship owner and ... part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and...of available solution sets to achieve successful outcomes. The ** Senior Client Service Manager,** will work together, as a… more
- Deloitte (Fort Worth, TX)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more
- Truist (Dallas, TX)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more