- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more
- Truist (Fort Worth, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Charles Schwab (Westlake, TX)
- …comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment ... **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab...meet client needs based on the breadth of Schwab's Wealth Management offer + Develop a customized financial… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice,...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Bank of America (San Antonio, TX)
- …**Elite Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to further develop and enhance existing client ... and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist...coordination all sales and service activities. Works with the Financial Advisor and/or team Senior … more
- JPMorgan Chase (Plano, TX)
- …long-term financial goals and is comprised of the Chase Wealth Management business, JP Morgan Advisors, JP Morgan Self-Directed Investing (digital platform), ... **J.P. Morgan Wealth Management (JPMWM)** is focused on helping investors...advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to… more
- Comerica (Dallas, TX)
- …Responsibilities: Business Unit Support + Partner with and be a balanced, trusted advisor to client leadership to support business, financial and growth ... rotational, etc.). + Assist clients in implementing strategies outlined in the Senior Officer Community & Culture Goals. + Other duties as assigned. Qualifications… more
- Vanguard (Dallas, TX)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: ... Join Vanguard as a Certified Financial Advisor in Plano, TX Are...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...We deliver a clear path to the future of wealth management with the open-minded agility, senior -level… more
- American Heart Association (Dallas, TX)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, virtually ... future interest in planned giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter expert on charitable estate… more