- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... role supporting Financial Advisors + Self-motivated, adaptive, positive attitude and high energy are a must. + Bachelor's degree or equivalent experience.… more
- Vanguard (Dallas, TX)
- …accordance with all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs ... directly influence the Wealth Management mission: Be a trusted partner to our ultra -clients and their families, giving them the best long-term outcomes so they can… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Truist (Houston, TX)
- …team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra - high net worth , ... leader and the team as credible and capable financial partners to high net worth and ultra - high net worth clients * The ability to develop… more
- Raymond James Financial, Inc. (TX)
- …to create customized lending solutions for high - net worth (HNW) and ultra - high net worth (UHNW) clients of the firm. The ideal candidate will ... integrity and confidentiality. + Conduct transactions for high profile and high net worth clients. + Research and analyze financial statements, perform… more
- Charles Schwab (Westlake, TX)
- …organization which is focused on high - net worth and ultra - high net worth retail investors. Supported business functions span Schwab's Wealth ... Engineering, you will enable WME to achieve consistent, predictable, high -quality delivery by implementing best practices, tools, metrics, automation frameworks,… more
- Bank of America (Houston, TX)
- …for the administration and business development of the Merrill Family Office Services' (MFOS) ultra - high net worth clients. Key responsibilities include ... or reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and… more
- Wells Fargo (Austin, TX)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
- Wells Fargo (Austin, TX)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
- Charles Schwab (Westlake, TX)
- …initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net Worth Individuals, including its Pledged Asset Line of Credit, ... mortgage products, advisor loans, margin lending, unsecured lending, franchise loans and new loan products. + Provide legal support to Schwab's Investor Services and Advisor Services businesses. + Provide advice and guidance on the laws and regulations… more