Wealth Management Advisor

Wealth 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...

Wealth 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....

Wealth 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....

Our client is one of the largest investment managers in the country and is building out its wealth management arm. They are looking to bring in an experienced Wealth Advisor to their Dallas team. The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships. This advisor will deliver...

Our client is one of the largest investment managers in the country and is building out its wealth management arm. They are looking to bring in an experienced Wealth Advisor to their Dallas team. The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships. This advisor will deliver...

Our client is one of the largest investment managers in the country and is building out its wealth management arm.They are looking to bring in an experienced Wealth Advisor to their Dallas team.The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships.This advisor will deliver...

Our client is one of the largest investment managers in the country and is building out its wealth management arm.They are looking to bring in an experienced Wealth Advisor to their Dallas team.The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships.This advisor will deliver...

Reference Number: MH7043 Location: Dallas, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment management for the firm’s clients as well as managing the day-to-day relationships and...

Job 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...

The Wealth Manager role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Manager role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client...

Job DescriptionJob DescriptionOverview: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests,...

Job DescriptionJob DescriptionOverview: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests,...

Job DescriptionJob DescriptionDuties and Responsibilities:Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: InvestmentsEstate planningTax planningDebt managementInsuranceWork closely with client families with a focus on a consultative, multigenerational...

Job Description Job Description Youve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, youll have the freedom to build your practice the way you want to, with the support of...

Job DescriptionJob DescriptionThis posting is for General Applications. Minimum Position Requirements:Must consent to and have favorable consumer report, background check and drug/alcohol test #LI-DNPNO AGENCIES PLEASENo calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the...

Job Description Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Senior Wealth Administrator is responsible for the administration of complex trust and investment agency accounts according to each account s governing instrument and pursuant to the Bank s policies, procedures, and statutory requirements....

Wealth Management Risk DirectorThis position provides the overall Governance, Risk and Compliance strategic direction, management, and oversight for the Wealth Management division. This role is responsible for directing activities that align with our Enterprise Risk Management framework. The role serves as the subject matter expert with respect to laws,...

Job DescriptionJob DescriptionDuties and Responsibilities: Assist team with new and ongoing data and document maintenance in our Client Relationship Management (CRM) and Document Management Systems (DMS) Receive, review, and process incoming mail, sending to appropriate team membersCompile, scan and organize incoming data and documentsSend outgoing mail,...

Job DescriptionJob DescriptionDUTIES AND RESPONSIBILITIES:Responsible for the accounting and administration of direct investment and fund of fund partnerships including 4 large open end hedge fund partnerships and 15 private equity partnershipsManage a staff of two in Fund Accounting team as well as review and approve staff work in Client Operations...

Summary At BOK Financial, our success starts with our incredible talent. We need a credit enthusiast like yourself to join our Private Wealth Underwriting group as a Credit Specialist. Bring your formal credit training to us as we embark onthe next chapter in Private Wealth. Job Description The Private Wealth Credit Specialist III is...