- 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 (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
- 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
- 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
- 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