Current jobs related to Wealth and Asset Management Consultant - Dallas - Terrion Consultancy Services
-
Wealth and Asset Management Consultant
3 weeks 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:...
-
Senior Wealth Management Consultant
3 weeks ago
Dallas, Texas, United States Bank of America Full timeSenior Wealth Management ConsultantLocation: Dallas, TexasPosition Overview:The Senior Wealth Management Consultant is tasked with acquiring new clientele, enhancing existing client relationships, and expanding both internal and external networks to meet business development objectives. This role oversees the Client Management Process (CMP) and collaborates...
-
Senior Wealth Management Consultant
3 weeks ago
Dallas, Texas, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
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...
-
Operations Specialist in Asset
3 weeks ago
Dallas, Texas, United States Paladin, Inc Full timeJob Title: Asset & Wealth Management - Operations Work Location: Dallas, TX Duration: Long term contract Education/Experience Required: Bachelor's degree, 5+ years' relevant experience in a comparable role Job Description & Responsibilities : Collaborate with leadership and key stakeholders to prioritize and implement new strategic initiatives aimed at...
-
Operations Specialist in Asset
3 weeks ago
Dallas, Texas, United States Paladin, Inc Full timeJob Title: Asset & Wealth Management - Operations Work Location: Dallas, TX Duration: Long term contract Education/Experience Required: Bachelor's degree, 5+ years' relevant experience in a comparable role Job Description & Responsibilities : Collaborate with leadership and key stakeholders to prioritize and implement new strategic initiatives aimed at...
-
Senior Tax Consultant in Wealth Management
3 weeks ago
Dallas, Texas, United States Jobot Full timeHybrid Role: We are seeking a skilled professional to become part of our team at Jobot, a prominent firm in Wealth Management. This position provides an excellent work/life balance, an Employee Stock Ownership Plan (ESOP), annual bonuses, employer-covered benefits, volunteer opportunities, and remarkable potential for career advancement.About Us: Founded in...
-
Dallas, United States The Goldman Sachs Group, Inc. Full timeAsset & 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 worlds leading asset managers with over $2 Management, Wealth, Associate, Private, Credit, Investment, Banking
-
Client Advisory Manager
4 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...
-
Vice President of Software Engineering in Asset
3 weeks ago
Dallas, Texas, United States Goldman Sachs Group, Inc. Full timeSenior Data Software EngineerOverviewAt Goldman Sachs, our Engineers are not just creators; they are enablers of possibilities. Transform the financial landscape by bridging connections between individuals and capital through innovative ideas. Tackle the most complex engineering challenges faced by our clients. Collaborate with our engineering teams to...
-
Vice President of Software Engineering in Asset
3 weeks ago
Dallas, Texas, United States Goldman Sachs Group, Inc. Full timeSenior Data Software EngineerOverviewAt Goldman Sachs, our engineers are not just creators; they are enablers of innovation. We strive to transform the world by linking individuals and capital with transformative ideas. Our mission is to tackle the most intricate engineering challenges for our clients. Become part of our engineering teams that develop...
-
Analyst, Asset
4 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...
-
Client Advisory Team Director
4 months ago
Dallas, United States Tolleson Wealth Management Full timeJob 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...
-
Vice President of Quality Assurance
3 weeks ago
Dallas, Texas, United States Goldman Sachs Full timeAbout Goldman SachsAt Goldman Sachs, our engineers are not just creators; they are enablers of possibilities. We connect individuals and capital with innovative ideas, tackling the most complex engineering challenges for our clients.Join our engineering teams that develop highly scalable software and systems, design low-latency infrastructure solutions,...
-
Vice President of Software Engineering in Asset
3 weeks ago
Dallas, Texas, United States Goldman Sachs Group, Inc. Full timePosition OverviewWhat We DoAt Goldman Sachs, our engineers are not just creators; they are enablers of innovation. We connect people and capital with groundbreaking ideas, tackling the most significant engineering challenges for our clients. Our engineering teams develop highly scalable software and systems, design low-latency infrastructure solutions, and...
-
Vice President of Software Engineering in Asset
3 weeks ago
Dallas, Texas, United States Goldman Sachs Group, Inc. Full timeSenior Data Software EngineerOverviewAt Goldman Sachs, our engineers are not just creators; they are enablers of innovation. Transform the financial landscape by connecting individuals and capital with groundbreaking ideas. Tackle the most intricate engineering challenges for our clientele. Collaborate with our engineering teams to develop highly scalable...
-
Vice President of Software Engineering in Asset
3 weeks ago
Dallas, Texas, United States Goldman Sachs Group, Inc. Full timeSenior Data Software EngineerOverviewAt Goldman Sachs, our engineers are not just creators; they are enablers of possibilities. Transform the financial landscape by connecting individuals and capital with innovative ideas. Tackle the most intricate engineering challenges for our clients. Collaborate with our engineering teams to develop highly scalable...
-
Sr. Wealth Advisor
1 month ago
Dallas, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Vice President of Software Engineering
3 weeks ago
Dallas, Texas, United States Goldman Sachs Group, Inc. Full timeSenior Data Software EngineerOverviewAt Goldman Sachs, our engineers are not just creators; they are enablers of innovation. We connect individuals and capital with transformative ideas, tackling the most significant engineering challenges for our clients. Join our engineering teams to develop scalable software and systems, design low-latency infrastructure...
-
Vice President of Software Engineering in Asset
3 weeks ago
Dallas, Texas, United States Goldman Sachs Group, Inc. Full timeSenior Data Software EngineerOverviewAt Goldman Sachs, our engineers are not just creators; they are enablers of possibilities. We strive to revolutionize the world by linking individuals and capital with innovative ideas. Tackle the most intricate and urgent engineering challenges for our clients. Become part of our engineering teams that develop highly...
Wealth and Asset Management Consultant
5 months 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)
#J-18808-Ljbffr
