Wealth Management Advisor

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: 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...

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 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...

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...

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...

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...

About the RoleWe are seeking an experienced Financial Advisor to join our team at Allworth Financial. As a Financial Advisor, you will work closely with qualified prospects to understand their needs, present our value proposition, and outline a comprehensive plan to achieve their financial objectives.Key ResponsibilitiesDevelop and maintain business...

Job Summary:This role is responsible for driving business development and deepening client relationships to achieve strategic goals. The Private Client Advisor leads the client management process, partnering with internal teams to provide a comprehensive client experience, including access to Private Bank and Bank of America capabilities and services....

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...

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...

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 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-...

Job SummaryThe Reserve Investment Manager 2 (IM) is a critical partner in new business development and acts as a primary source for investment communication. This role assists Wealth Advisors in acquiring Reserve-level, prospective clients and develops investment strategies for high net worth clients.Key ResponsibilitiesPartner with Wealth Advisors to...

Job 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...

Job SummaryC1 Insurance Group is a dynamic and growing insurance agency based in Dallas, Texas. We are seeking a highly motivated and detail-oriented individual to join our team as a Risk Management Advisor. As a Risk Management Advisor, you will be responsible for building a book of business, staying up-to-date on industry developments and trends, and...

Westwood Holdings Group is a boutique investment management firm offering high-conviction equity and outcome-oriented solutions for institutional investors, financial intermediaries, and private clients. Our team of experts provides tailored investment services addressing a wide range of investment objectives and challenges.About the RoleThis Strategic...

About C1 Insurance GroupC1 Insurance Group is a Dallas-based insurance agency with a positive, lively culture. We are a growing team that has a family-oriented environment, seeking to work together to provide the best possible service to our customers.We are a full-service risk management firm that has consistently grown double digits year over year since...

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...