- Deloitte (Dallas, TX)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- CIBC (Houston, TX)
- …to develop new alliances and formal networks to grow CIBC's presence in the wealth management space. + Establish and maintain effective partnerships and teamwork ... creation of new business with high net worth individuals, family offices, endowments and foundations. You will work closely...JD, CTFA, CPA + 10+ years of experience in wealth management or a closely related field… more
- First National Bank of Omaha (TX)
- …product gaps and opportunities based on market analysis . Lead development/enhancement of wealth management offerings . Create business cases for new initiatives ... technology and capability gap assessments Develop 3-year strategic product roadmap for Wealth Management Identify and prioritize opportunities for business model… more
- First State Bank (Denton, TX)
- …customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions ... Join Our First State Bank Family ! First State Bank's mission is to treat...and written communication skills + Strong proficiency in Microsoft Office Suite - particularly Excel, Word, and Outlook +… more
- Charles Schwab (Austin, TX)
- …you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while ... finance industry together.** **We believe in the importance of in- office collaboration and fully intend for the selected candidate...work on site in the specified locations.** As a Wealth Advisor within Schwab Wealth Advisory (SWA),… more
- Charles Schwab (Westlake, TX)
- …and ongoing training, you will have the opportunity to develop a strong foundation in wealth management , allowing you to act as a subject matter expert with ... together._ _ _ _We believe in the importance of in- office collaboration and fully intend for the selected candidate...will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team,… more
- Truist (Houston, TX)
- …under management . Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. ... and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for...of the legal profession. 13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP, CTFA, CDFA or… more
- Truist (Fort Worth, TX)
- …some prior experience working exclusively in the ultra-high net worth space and/or family office setting 2. Bachelor's degree from an accredited institution, and ... planning 4. Track record of helping to drive new wealth management related revenue. 5. Team-player, as...working exclusively in the ultra-high net worth space and/or family office setting 4. Experience working in… more
- Charles Schwab (Austin, TX)
- …selected candidate for this role to work on site in the specified location(s). Schwab Wealth and Asset Management Engineering is a part of the Schwab Technology ... supporting Schwab's money management , research, and asset management platforms to help clients manage their wealth...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... enable growth and progress together. **About the Team:** The **Chief Information Security Office (CISO)** is home to deeply talented colleagues that work to ensure… more