Wealth Management Professional

Wealth Management Advisor RoleSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx. The Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit...

Job DescriptionSunflower Bank, N.A. is seeking a highly motivated and experienced Wealth Management Advisor to join our growing team in Plano, TX.The ideal candidate will have a strong background in trust and investment sales, with a proven track record of success in providing thoughtful and meaningful wealth planning and investment management advice to...

Job Title: Wealth Management AdvisorAt Sunflower Bank, we're seeking a highly motivated and experienced Wealth Management Advisor to join our team in Plano, TX. As a key member of our Wealth Management team, you will be responsible for providing exceptional wealth planning and investment management advice to high-net-worth individuals, families, businesses,...

Job Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a highly motivated and experienced Wealth Management Advisor to join our growing Wealth Management team in Plano, TX.Job SummaryThe Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth...

Wealth Management Advisor RoleSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.The ideal candidate will identify opportunities in the high-net-worth market segment through...

Job Summary:Peak American Financial Companies, Inc. is seeking a highly skilled Wealth Management Professional to join our dynamic team. As a key member of our investment management team, you will be responsible for providing exceptional financial services to our clients, helping them achieve their financial goals and objectives.About the Role:The ideal...

Job DescriptionThe Private Wealth Advisor is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth individuals, families, and businesses. This position requires a strong understanding of investment strategies, portfolio design, and modern portfolio theory.Key ResponsibilitiesDevelop and expand client...

Job SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Wealth group, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and businesses.Key ResponsibilitiesFormulate and execute strategic...

Job Title: Wealth Management AdvisorSunflower Bank is seeking a seasoned Wealth Management Advisor to join our team in Plano, TX.Job SummaryWe are looking for a highly motivated and experienced Wealth Management Advisor to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses,...

Sunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing team. As a key member of our Wealth Management team, you will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations. Key Responsibilities:...

Unlock Your Potential as a Wealth AdvisorAt Peak American Financial Companies, Inc., we're on a mission to empower talented individuals to achieve peak performance in their careers. As a Wealth Advisor, you'll play a critical role in helping our clients achieve their financial goals and build a secure future.Key Responsibilities:Develop and execute a...

Financial Advisor - Investment ServicesCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, assessing the objectives and...

Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and providing regular...

Job SummaryHilltop Holdings is seeking a highly motivated and detail-oriented individual to join our Wealth Management team as a Summer Intern. As a member of our team, you will have the opportunity to gain hands-on experience in the financial services industry, develop your skills, and build a strong foundation for a successful career.ResponsibilitiesAssist...

Job SummaryWe are seeking a skilled Investment Portfolio Analyst to join our team at SFMG Wealth Advisors. The ideal candidate will have a strong background in finance and be able to provide thoughtful and informed analysis on portfolio positions.Key ResponsibilitiesCreating portfolio analysis reports for existing and prospective clients using tools such as...

Job Description:The Private Wealth Advisor is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth individuals, families, and businesses. This position requires a strong understanding of investment strategy, portfolio design, and modern portfolio theory.Key Responsibilities:Manage client relationships,...

Job SummaryThe Senior Private Wealth Banker is a key role within BOK Financial, responsible for delivering exceptional financial solutions to high net worth clients and businesses. This position requires a deep understanding of commercial and consumer lending practices, as well as the ability to analyze financial statements and collateral valuations.Key...

Job Title:ParaplannerPosition Summary:The Paraplanner role is an entry-level position that involves developing the necessary skills to analyze and build financial plans. This position requires a team player who is eager to learn, detail-oriented, and able to prioritize and manage multiple projects.Key Responsibilities:Develop a general understanding of firm...

Job OverviewCX Institutional LLC is seeking a highly skilled Client Service Associate to support the Wealth Advisor team in delivering exceptional client experiences. The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.Key Responsibilities:Manage and maintain...

Job Summary:The Senior Private Wealth Banker is responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.Key Responsibilities:Deliver Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and...