Legal Advisor: Insurance and Wealth Management

Job Title: Wealth Management AdvisorAbout Us:Tolleson Wealth Management is a reputable firm dedicated to providing exceptional wealth management services. We are seeking an experienced wealth management professional to join our team.Job Description:The primary role of this position is to serve as a project manager for client engagements, overseeing the...

About the RoleWe are seeking an experienced Wealth Management Consultant to join our team at Tolleson Wealth Management. As a key member of our Client Advisory Team, you will play a critical role in delivering exceptional client service and driving business growth.Job OverviewThis is a highly rewarding opportunity for a motivated and results-driven...

Company OverviewTolleson Wealth Management is a leading wealth management firm dedicated to serving high-net-worth and ultra-high-net-worth families.

Senior Counsel Position OverviewIn the role of Senior Counsel, you will be part of a dynamic team at Integrity, where we prioritize innovation and customer satisfaction. Our company is dedicated to helping individuals protect their life, health, and wealth by providing tailored solutions.We are seeking a highly experienced and proactive attorney to join our...

Secure Compliance and Drive Business GrowthAbout the Role:We're seeking a detail-oriented Compliance Expertise Manager to join our team at Strategic Wealth Designers.This is an exciting opportunity for a motivated individual to contribute to maintaining the highest standards of integrity and excellence in compliance within our organization.Your Key...

About IntegrityAt Integrity, we're driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.We offer you the opportunity to start a career in a family-like environment that is rewarding and cutting-edge. Our hyper-growth company provides tons of professional opportunities for you to...

About the RoleWe are seeking a highly skilled Marketing Associate to support our brand and large team of advisors. This role will play a pivotal part in shaping the future of wealth management.The ideal candidate will have a strong background in marketing, with experience in creating and managing social media content calendars, developing compelling copy,...

About This OpportunityAre you a strategic and analytical professional with a passion for wealth management?We are seeking a Strategic Wealth Management Strategist to join our team at Integrity Marketing Shared Services Center in Dallas, Texas.Job SummaryThis is an exciting opportunity to work as a key member of our Wealth Management Strategy team,...

About UsTolleson Wealth Management is a renowned organization dedicated to providing exceptional financial services.

Job OverviewTolleson Wealth Management is seeking a motivated and detail-oriented individual to fill the role of Senior Application Specialist.

We are seeking an experienced Strategic Wealth Planning Director to join our team at Parallel Advisors, LLC. This is a hybrid role (3 days a week in person, 2 remote) based in our Dallas office.As the leader of the planning team, you will work alongside our advisors to assess prospective and existing client needs and help gather data, enter data into various...

Senior Wealth AdministratorWe are seeking a highly skilled Senior Wealth Administrator to join our team at Hilltop Holdings. The ideal candidate will possess a deep understanding of fiduciary duties, applicable laws, estate and financial planning. The Senior Wealth Administrator will be responsible for managing a set of wealth clients, developing an...

We are seeking a highly skilled Financial Services Bookkeeper to join our team at Tolleson Wealth Management. As a key member of our accounting department, you will be responsible for managing individual and entity books utilizing QuickBooks.Key Responsibilities:Manage individual and entity books using QuickBooksSync QuickBooks files with bank websites,...

Insurance Advisor Role at C1 Insurance GroupC1 Insurance Group is a Dallas-based insurance agency that values its positive and lively culture. As a growing team with a family-oriented environment, we strive to work together to provide exceptional service to our customers.We are a full-service risk management firm that has consistently experienced...

About the RoleWe are seeking a Senior Counsel to join our legal team and play a key role in executing on our company's vision across its insurance and wealth management business segments.Job SummaryThis is an internally high-profile position with a lot of autonomy and responsibility. As a Senior Counsel, you will be tasked with helping us execute on our...

Anew Recruiting is seeking a talented Senior Tax Consultant to join their team in Dallas. As a high-net-worth tax advisor, you will work with financial advisors and other teams to provide exceptional tax advisory services to HNW clients.The ideal candidate will have a strong analytical and problem-solving skillset, excellent written and verbal communication...

Salary: $80,000 - $120,000 per yearTolleson Wealth Management is seeking a seasoned VP, Community Lending Officer to join our team in Dallas. As a key member of our community development lending program, you will be responsible for identifying and building strong partnerships with local organizations to drive mortgage lending and community development...

About the RoleWe are seeking a highly skilled Paralegal to join our team at Lone Star Legal Search. The successful candidate will work closely with our attorneys to manage litigation files, including filing documents and assisting in the preparation of motions and memorandums.The ideal candidate will have 4-5 years of experience in paralegal and legal...

About the JobWe are seeking a highly organized and detail-oriented individual to join our team as a Junior Legal Support Specialist. This is an entry-level position that offers opportunities for growth and professional development in the legal field.As a Junior Legal Support Specialist, you will be responsible for scanning and managing legal documents,...

About the RoleAs a Quantitative Engineer in Goldman Sachs' Asset and Wealth Management division, you will work with cutting-edge systems to solve complex business problems. Our team collaborates with trading, operations, finance, sales, banking, and investing businesses to create financial products, advise clients on transactions, identify market...