Jewelry Client Advisor
2 months ago
As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our s Client Advisor, Jewelry, Advisor, Client, Retail, Banking, Technology, Sales
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Consignment Director, Jewelry
4 weeks ago
Dallas, United States Murk & Co Full time***SPECIALIST KNOWLEDGE OF ANTIQUE AND ESTATE JEWELRY REQUIRED******AUCTION HOUSE EXPERIENCE PREFERRED***An auction house with offices around the world is looking for a Jewelry Specialist or Senior Specialist to be located in their Dallas office. This is an expansion role for this growing category within the company. The successful candidate will be...
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Client Advisor
3 weeks ago
Dallas, United States KHAITE Full timeABOUT KHAITE KHAITE is a way of looking at the world. Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to life through womenswear and accessories that find confidence in contrast. Each piece proposes a fresh balance of opposing elements- masculine and feminine, strength and softness, structure and fluidity-...
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Client Advisor
7 months ago
Dallas, United States Armani Group Full timeJOB DESCRIPTION Client Advisor | A|X North Park | Part-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit , passion for the brand, exemplify the company’s...
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Client Service Coordinator
2 months ago
Dallas, United States Delta Dallas Full timeClient Services Associate Delta Dallas is partnering with a Financial Wealth Management Advisory firm in its search for Client Services Associate. This role is responsible for the back-end operational support and include money movement, onboarding new clients, preparing daily reports and assisting advisors as needed. Responsibilities include: Serve as...
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Client Associate
4 weeks ago
Dallas, Texas, United States Neuberger Berman Group LLC Full timeJob Summary:The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. This role will enhance the client experience by assisting with the service, maintenance, and growth of the team's high net worth book of business. The Client Associate will also gain a perspective...
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Client Experience Associate
4 months ago
Dallas, United States Farther LLC Full timeCompany Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...
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Advisor Senior, Upstream
3 weeks ago
Dallas, United States Hartford Steam Boiler Inspection and Insurance Company Full timeAdvisor Senior, Upstream **Company** HSB Solomon **Location** Dallas , United States HSB SolomonAssociates LLC (Solomon), a subsidiary of Hartford Steam Boiler and MunichRe, is seeking candidates for a Senior Upstream Advisor position to work in a dynamic, fast-paced business environment. Solomon is the leading performance improvement company for the...
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Advisor Transition Specialist
2 months ago
dallas, United States Hilltop Securities Inc. Full timeAbout the Company Hilltop Securities is currently looking to hire an Advisor Transitions Specialist in Dallas, Texas. The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure successful financial professional transitions within the Momentum Independent Network (MIN) and Private Client Group (PCG). The...
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Advisor Transition Specialist
1 month ago
dallas, United States Hilltop Securities Inc. Full timeAbout the Company Hilltop Securities is currently looking to hire an Advisor Transitions Specialist in Dallas, Texas. The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure successful financial professional transitions within the Momentum Independent Network (MIN) and Private Client Group (PCG). The...
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Advisor Transition Specialist
2 months ago
Dallas, United States Hilltop Securities Inc. Full timeAbout the Company Hilltop Securities is currently looking to hire an Advisor Transitions Specialist in Dallas, Texas. The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure successful financial professional transitions within the Momentum Independent Network (MIN) and Private Client Group (PCG). The...
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Client Associate
5 months ago
Dallas, United States Neuberger Berman Group LLC Full timeSummary: The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business. This position will provide the individual with...
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Financial Advisor Senior
2 weeks ago
Dallas, United States First Horizon National Corporation Full timeLocation: On site at location listed in job posting.Summary:We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...
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Financial Advisor
4 weeks ago
Dallas, United States Vanguard Full timeJob DescriptionResponsibilities: Vanguard Personal Advisor Select® advisors are responsible for establishing, growing, and maintaining trusting, long-term advised relationships. They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies,...
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Client Partner
4 weeks ago
Dallas, United States Tredence Full timeAbout Tredence Tredence is a global analytics services and solutions company. Our capabilities range from Data Visualization, Data Management to Advanced analytics, Big Data and Machine Learning. Our uniqueness is in bringing the right mix of technology and business analytics to create sustainable white-box solutions that are transitioned to our clients at...
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Associate Wealth Advisor
4 weeks ago
Dallas, United States Bessemer Trust Full timeJob Summary: The Associate Wealth Advisor will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects. Responsibilities: Develop strategies with Senior Wealth Advisors and Regional Directors for local and out of town events. Oversee the coordination of Analysts on all prospect...
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Commercial Real Estate Advisor
6 months ago
Dallas, United States Cresa Full timeCommercial Real Estate Advisor Start Date Immediate Location Dallas TX Description Now is the time for a transformative change to enhance your career. At Cresa, we believe in being the change. Our purpose is to think beyond space, strengthening those we serve and enhancing the quality of life for our clients and our employees. We work...
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Vice President
7 days ago
Dallas, United States Coda Search│Staffing Full timeAbout the Company:Our client is a leading financial planning and advisory firm dedicated to providing innovative and personalized wealth management solutions. They are known for their client-centric approach and use of advanced technology to deliver comprehensive financial strategies. The firm is currently seeking an experienced Vice President of Wealth...
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Tax Manager | Private Client
3 weeks ago
Dallas, United States FORVIS Full timeDescription & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...
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Tax Manager | Private Client
4 days ago
Dallas, United States FORVIS Full timeDescription & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...
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Client Associate
5 months ago
Dallas, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...