- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... and advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment needs to help clients… more
- Deloitte (Houston, TX)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... the global investment industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a visionary, market-savvy … more
- 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...business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting… more
- Deloitte (San Antonio, 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 ... of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- Truist (Houston, TX)
- …and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and ... a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively… more
- Citigroup (San Antonio, TX)
- …from associates and assists with problem resolution + Resolves escalations from clients, Wealth Teams, senior leadership, or executive levels + Provides point of ... The Wealth Service Escalation Specialist is considered a subject...client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners… more
- Bank of America (San Antonio, TX)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Wealth Management Specialist - NPD San Antonio, Texas...service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- JPMorgan Chase (Plano, TX)
- …support of relevant transactional and regulatory documents. You will directly support senior internal Wealth Management and Products Solutions clients, including ... The US Wealth Management Legal team is seeking an attorney...attorney to support its dynamic annuities, life insurance and wealth management business, who thrives on partnership and problem… more
- Vanguard (Dallas, TX)
- Senior TypeScript Engineer, Wealth Management The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth ... in the world. In this exciting opportunity as a Senior TypeScript Engineer in the Advice & Wealth Management Technology sub-division, you will guide a team to… more