Wealth Management Specialist

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team at Tolleson Wealth Management. As a key member of our Client Advisory Team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesManage client relationships and provide personalized...

Job Title: SEC Compliance SpecialistJob Summary:Tolleson Wealth Management is seeking a highly skilled SEC Compliance Specialist to administer our Securities and Exchange Commission (SEC) investment adviser compliance program. The ideal candidate will have in-depth knowledge of the Investment Advisers Act of 1940 and be able to conduct ongoing compliance...

Unlock Your Potential as a Client Success Specialist IAt Corient Private Wealth LLC, we're dedicated to empowering our clients to achieve their financial goals. As a Client Success Specialist I, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Serve as the primary point of contact for...

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 Dallas, TX.Job SummaryThe Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth...

Senior Wealth Planning StrategistZions Bancorporation is a leading financial services company operating in high-growth western markets. Our company is recognized for its commitment to employee satisfaction and community involvement. We value our employees and strive to create fulfilling opportunities for outstanding individuals within our organization.We are...

Job SummarySunflower Bank is seeking a highly motivated and experienced Wealth Management Advisor to join our team in Dallas, TX. The ideal candidate will have a strong background in financial planning and investment management, with a focus on providing exceptional service to high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement...

We are seeking a skilled Business Analyst with experience in Wealth Management and Brokerage to join our team at ShiftCode Analytics in Dallas, TX. The ideal candidate will have a strong background in business analysis, effective communication skills, and the ability to work hybrid.Key Responsibilities:Provide business analysis support for Wealth Management...

Private Banker Role at MidFirst BankAs a Private Banker at MidFirst Bank, you will develop and manage a portfolio of high net worth clients, including business owners, senior executives, entrepreneurs, and other professionals. Your primary focus will be on building and maintaining strong relationships with clients, providing them with tailored banking and...

We are seeking a highly skilled and experienced Internal Audit Wealth Management Vice President to join our team at The Goldman Sachs Group, Inc.This role will be responsible for leading the internal audit function for our Wealth Management business, ensuring that our controls and risk management processes are effective and efficient.The ideal candidate will...

Job DescriptionAt Parallel Advisors, we are seeking a highly skilled Wealth Planning Manager to join our team. As a key member of our planning team, you will be responsible for delivering value to our client-advisor relationships through estate tax planning, income tax planning, and holistic financial planning.Key Responsibilities:Develop and implement...

Job SummaryAs a Senior Software Engineer in our Asset & Wealth Management team, you will play a key role in designing and developing innovative software solutions to manage our clients' investments. Our team is responsible for building cutting-edge technology to support our business, and we are looking for a talented engineer to join us.Key Responsibilities-...

At Equitable Advisors, we foster a culture of growth and development. Our LC Elite Program is a structured management track designed to accelerate your success as a Wealth Management Associate.Upon completing the necessary requirements of a Equitable Advisors Financial Professional, you have the opportunity to join our 2-year management track and be on the...

Join Our Team as a Senior Software Engineer in Asset & Wealth Management at The Goldman Sachs Group.As a key member of our team, you will be responsible for designing and developing cutting-edge software solutions to support our investment management business.**Key Responsibilities:*** Design and develop software applications using Java, Python, and other...

We are seeking a highly skilled Administrative Support Specialist to join our team at Addison Group. This role will involve supporting multiple C-Suite executives with calendar management, travel coordination, and office management functions.Requirements:3+ years of recent experience as an Executive Assistant supporting C-Suite executivesExperience in...

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

Opportunity OverviewCorporate Title: Vice PresidentOffice Location(s): DallasJob Function: Software EngineeringDivision: Asset & Wealth ManagementJob Summary: Goldman Sachs Bank AG is seeking a highly skilled Senior Software Engineer to join our team. The ideal candidate will have extensive experience in designing, developing, and implementing complex...

Job DescriptionHilltop Securities is seeking a highly skilled Advisor Transition Specialist to join our Wealth Management team. As a key member of our team, you will be responsible for ensuring a seamless transition of financial professionals into our network.Key Responsibilities:Coordinate new advisor onboarding, training, and coordination to ensure...

Job Title: Manager, Oracle Financials Functional SpecialistAbout the Role:KPMG Advisory practice is currently our fastest growing practice, offering a wealth of learning and career development opportunities, a world-class training facility, and leading market tools to support our people's growth both professionally and personally.We are seeking a Manager,...

Job SummaryStrategic Wealth Designers (SWD) is seeking a highly skilled and experienced Lead Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for interacting with new and prospective clients in your region to assess their personal financial situations and build strategies to resolve retirement...

Job Title: Painter SpecialistAt Odin Management, we are seeking a skilled and experienced Painter Specialist to join our team. As a key member of our maintenance team, you will be responsible for ensuring that all interior and exterior surfaces of our buildings are painted to a high standard, contributing to the overall appearance and upkeep of the...