Wealth Planning Lead Advisor

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,...

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 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,...

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:...

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...

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...

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...

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 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 DescriptionLincoln Wealth is seeking a skilled Financial Services Representative to join our team. As an Independent Advisor, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service.Key Responsibilities:Meet with clients to understand their financial needs and goalsComplete the new client...

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 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...

Lead Financial AdvisorAre you a seasoned financial professional looking for a new challenge? At Lord and Richards, Inc., we offer a unique opportunity for experienced financial advisors to thrive in a supportive and dynamic environment.As a Lead Financial Advisor, you will be responsible for building and maintaining relationships with new and existing...

CUSO Financial Services, LP (CFS) is a leading provider of investment and retirement planning services for credit union members. As a Financial Advisor, you will play a key role in helping our members achieve their financial goals.Key Responsibilities:Identify and evaluate customer needs for financial services, assess the objectives and goals of the...

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 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...

Summer Internship Opportunity in Wealth ManagementHilltop Securities Inc. is seeking qualified students to join our Wealth Management team as a Summer Intern. This individual will work closely with our Wealth Management professionals to gain hands-on experience in the financial services industry while assisting with several key initiatives across the...

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. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market...

The Service DepartmentThe mission of the Service Department is to deliver exceptional service to our clients. As a Service Advisor, you will be part of a team that is dedicated to building strong relationships with our clients. The OpportunityAritzia is growing, and our Service team is growing with it. This is a unique opportunity to be part of a team that...

The Strategic Planning Manager will play a pivotal role in driving business growth and supporting long-term strategic initiatives at Pizza Hut. This individual will be responsible for leading the development of data-driven strategies, creating compelling business narratives, and delivering actionable insights to cross-functional teams and senior leadership....