Senior Wealth Management Banker

About the RoleWe are seeking a highly skilled and experienced 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 building and maintaining relationships with high net worth clients and businesses, providing them with tailored financial solutions and services.Key...

About Northern Trust:Northern Trust, a distinguished Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and guidance to the world's most affluent individuals, families, and institutions, grounded in our core principles of service, expertise, and...

About Northern Trust:Northern Trust, a Fortune 500 organization, is a globally esteemed, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is dedicated to delivering innovative financial services and expert guidance to the world's most successful individuals, families, and institutions by adhering to our...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Linscomb Wealth. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors and contributing to the growth and success of our clients.Key ResponsibilitiesAssist Wealth Advisors in drafting and...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at Linscomb Wealth. As a Wealth Associate, you will play a critical role in supporting our wealth advisory team in developing financial plans and recommendations for our clients.Key ResponsibilitiesParticipate in client meetings and provide support to wealth...

About Us:At BankTalent HQ, we prioritize our people and culture, recognizing that our diverse workforce is our greatest asset. We believe in the principle that "everyone counts" and strive to create an environment where all employees can flourish.Role Overview:Wealth Management is a vital segment of our organization, dedicated to providing extensive...

Req ID: 74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, a prominent financial services holding company based in Tulsa, Oklahoma, has been a trusted name for over a century, providing a diverse range of services across multiple states. Bonus Type Formula...

Position Title: Senior Client Relations Coordinator Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV Overview The Senior Client Relations Coordinator (Senior CRC) exhibits a superior level of expertise in all Client Relations Coordinator responsibilities, collaborating with both new and established client partnerships, as well as...

Senior Tax Consultant in Wealth ManagementOverview: This distinctive role combines elements of public accounting while providing a comprehensive perspective on tax strategy and planning.Responsibilities: The tax division frequently engages with clients and works in tandem with the esteemed wealth management team to deliver continuous tax planning aimed at...

Position Title: Senior Investment Manager for Private WealthLocation: Houston, TexasOverview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring that we deliver value to our clients, employees, communities, and shareholders every day.We prioritize creating a...

Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA manages banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of...

Job SummaryThe Senior Client Service Associate (Senior CSA) plays a pivotal role in delivering exceptional client experiences, working closely with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team members.Key ResponsibilitiesCollaborate with clients to open and service portfolio accounts as requested by Wealth...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Position Overview:The Junior Wealth Management Consultant will collaborate closely with Senior Wealth Management Consultants, acting as a key intermediary in identifying high net worth clientele.Key Responsibilities:Formulate strategies alongside Senior Wealth Management Consultants and Regional Directors for both local and remote events.Supervise the...

Position Title: Senior Client Relationship Manager Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: Client Services Overview The Senior Client Relationship Manager (Senior CRM) exemplifies a high degree of expertise in all Client Service functions, engaging with both new and established client partnerships, as well as collaborating with...

Position Title: Senior Client Relations Associate Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: Client Services Overview The Senior Client Relations Associate (Senior CRA) exhibits exceptional expertise in all aspects of client service operations, engaging with both new and established client partnerships, as well as collaborating with...

Position Title:Senior Client Service AssociateReports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment: CLTSRVSummary:The Senior Client Service Associate (Senior CSA) exhibits exceptional expertise in all Client Service Associate roles, collaborating with both new and established client partnerships, as well as internal Linscomb Wealth (LW) team...

Position Title:Senior Client Service AssociateReports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment: CLTSRVSummary:The Senior Client Service Associate (Senior CSA) showcases advanced expertise in all Client Service Associate responsibilities, collaborating with both new and established client relationships, alongside internal Linscomb Wealth (LW)...

Job SummaryWe are seeking a highly skilled Portfolio Manager III to join our Investment Team at Linscomb Wealth. As a key member of our team, you will be responsible for managing client investment portfolios, collaborating with the Investment Team, Trading Team, and Wealth Advisor Team to achieve optimal investment outcomes.Key ResponsibilitiesPortfolio...

We are seeking a highly skilled and dynamic Wealth Management Operations Associate/Client Service Associate to join our team at Inscription Capital. As a key member of our operations team, you will be responsible for providing exceptional service and support to our clients and financial advisors.Key Responsibilities:Partner with financial advisors to build...