• Senior Lead Fiduciary Specialist

    Wells Fargo (Dallas, TX)
    …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
    Wells Fargo (08/29/25)
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  • Senior Trust Officer - Senior

    Wells Fargo (Austin, TX)
    …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers ... to read, interpret and explain will and trust documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth clients of… more
    Wells Fargo (08/20/25)
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  • Tax Senior - Private Wealth

    Deloitte (Dallas, TX)
    Wealth practice! 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 ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
    Deloitte (08/18/25)
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  • Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
    Truist (06/03/25)
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  • Senior Planner- High Net Worth

    Edward Jones (Dallas, TX)
    …them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor, client and the ... have a desire to be a part of the wealth management process? Do you have a strong background...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team… more
    Edward Jones (07/15/25)
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