- 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 (Dallas, 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
- Deloitte (Dallas, 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 ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Charles Schwab (Westlake, TX)
- …The Investment Product team works on a wide range of projects driven by Advisor Services' priorities, and this Senior Manager role will focus on initiatives ... **Your opportunity** Advisor Services (AS) is the industry leader in...to independent advisory firms. We provide access to sophisticated wealth services that help Registered Investment Advisors (RIAs) attract… more
- JPMorgan Chase (Plano, TX)
- Join the JP Morgan Wealth Management Service Center Team, where our investment professionals work in a team-based, call center environment. We assist clients and ... the Active Trader Desk (ATD) of the JP Morgan Wealth Management Client Service Center team, you will play...proficiency, compliance, and the ability to provide client and advisor education on complex topics. + Serve as the… more
- Vanguard (Dallas, TX)
- …By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- First Horizon Bank (Dallas, TX)
- …TX, Atlanta, GA, or Miami, FL** **Job Summary:** The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk ... of materials, assessment and remediation of findings, and provide updates to senior management. + Build strong relationships with business unit teammates, second… more
- Vanguard (Dallas, TX)
- …Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and other ... Senior TypeScript Engineer, Wealth Management The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth … more
- WTW (Dallas, TX)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- Scotiabank (Dallas, TX)
- Senior Audit Manager IT - US **Requisition ID:** 244966 **Salary Range:** 102.800,00 - 196.800,00 _Please note that the Salary Range shown is a guideline only. ... committed to results, in an inclusive and high-performing culture. ** Senior Audit Manager IT - US - Dallas, TX**... Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance… more