Wealth and Asset Management Consultant
4 weeks ago
Walk clients through application process;Set appointments with Client(s);Discuss list of documents needed for underwriting & budget analysis process;Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold;Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets;Discuss many financial topics with clients, including debt management, savings objectives and strategies;Conduct final closing presentation on approved analysis with client from client’s portfolio account;Help clients understand their financial circumstances and reach their financial goals.Qualifications:Requirements: 2-3 year(s) of Wealth & Asset Management consulting experience.Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports.Education: Bachelor's degree (Required) / License (Required) / Certification (Preferred)
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Wealth and Asset Management Consultant
1 month ago
Dallas, United States Terrion Consultancy Services Full timeWalk clients through application process; Set appointments with Client(s); Discuss list of documents needed for underwriting & budget analysis process; Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold; Advise clients on their financial information during consultation, to include but not limited to:...
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SC - Wealth & Asset Management
3 weeks ago
Dallas, Texas, United States Capco Full timeAbout the Team:Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and...
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SC - Wealth & Asset Management
2 weeks ago
Dallas, United States Capco Full timeAbout the Team: Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative...
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SC - Wealth & Asset Management
2 weeks ago
Dallas, United States Capco Full timeAbout the Team: Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative...
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SC - Wealth & Asset Management
2 weeks ago
Dallas, Texas, United States Capco Full timeAbout the Team:Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and...
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Dallas, United States Goldman Sachs Full timeGOLDMAN SACHS ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting...
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Dallas, United States Goldman Sachs Full timeGOLDMAN SACHS ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting...
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Quantitative Engineer- Asset
2 weeks ago
Dallas, United States Goldman Sachs Group, Inc. Full timeSoftware Engineer- Asset & Wealth Management- Dallas- Associate Job Description Asset and Wealth Management Division - Engineering Goldman Sachs Quantitative Engineering is a leading developer of quantitative models and cutting edge systems to solve complex business problems. Working with the firm’s trading, operations, finance, sales, banking and...
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Client Advisory Manager
2 months ago
Dallas, United States Tolleson Wealth Management Full timeJob DescriptionJob DescriptionDuties and Responsibilities:Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion.Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not...
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Client Advisory Manager
1 week ago
Dallas, United States Tolleson Wealth Management Full timeJob DescriptionJob DescriptionDuties and Responsibilities:Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion.Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not...
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Dallas, United States The Goldman Sachs Group, Inc. Full timeAsset & Wealth Management (AWM): AWM invests in private equity, credit, real estate, infrastructure and other alternative investments around the world on behalf of third parties, Goldman Sachs and its employees. AWM operates a global platform and o Management, Analyst, Wealth, Facility, Private, Credit, Banking
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Wealth Management Advisor
2 months ago
Dallas, United States Richard, Wayne & Roberts Full timeWealth Management Advisor Dallas TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
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Analyst, Asset
2 weeks ago
Dallas, United States Goldman Sachs Full timeAnalyst, Asset & Wealth Management Strategic Transformation Office, Monitoring & Testing GOLDMAN SACHS ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with...
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Analyst, Asset
2 months ago
Dallas, United States Goldman Sachs Full timeAnalyst, Asset & Wealth Management Strategic Transformation Office, Monitoring & Testing GOLDMAN SACHS ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with...
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Wealth Management Advisor
2 weeks ago
Dallas, United States Richard, Wayne & Roberts Full timeWealth Management Advisor Dallas TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
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Wealth Management Advisor
3 weeks ago
Dallas, United States Richard, Wayne & Roberts Full timeWealth Management Advisor Dallas TX Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy...
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Wealth Management Advisor
2 months ago
Dallas, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorDallas TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
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Wealth Management Advisor
2 months ago
Dallas, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorDallas TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
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Wealth Management Advisor
2 months ago
Dallas, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorDallas TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
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Wealth Management Advisor
1 week ago
Dallas, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorDallas TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
