- JPMorgan Chase (Dallas, TX)
- …* Develop, retain and deepen client relationships New Business *You will Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus. * You… more
- US Bank (Irving, TX)
- …of audit engagements, issue validations, and oversight of project tasks across the Wealth Management , Trust Products, and Investment Services product team. ... regulations, financial services, and regulatory trends that impact Wealth Management and Investment Services. Knowledge of trust , fiduciary, and investment… more
- Bank of America (Dallas, TX)
- …goals, and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by ... of the team to deliver the full suite of wealth management services. The strategist answers client's...Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and… more
- Truist (Dallas, TX)
- …and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal ... and through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at...needed + Five plus years of sales and client management experience in Wealth Management … more
- Deloitte (Dallas, TX)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more
- Deloitte (Dallas, TX)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX, Fort...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local ... future November 30, 2021 2) https://www.fa-mag.com/news/female-advisors-are-the-future-of- wealth - management -now-67909.html 3) https://www.cnbc.com/2022/05/03/money-decisions-by-women-will-shape-the-future-for-the-united-states.html… more
- Bank of America (Dallas, TX)
- …Data Management , Trust and Estate Settlement Services, Philanthropic Solutions , among other Wealth Management areas. Additional activities would ... Audit Supervisor - Wealth Management Pennington, New Jersey;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Dallas, Texas;… more
- US Bank (Irving, TX)
- …a strong candidate to join our growing team of audit professionals supporting the Wealth Management and Investment Services team. + This role will support ... Services Senior Auditor is also responsible for partnering with US Bank's Wealth Management and Investment Services businesses and other Risk/Compliance/Audit… more
- Equitable (Dallas, TX)
- Wealth Management Associate - TX, Dallas...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local ... STATES-TX-Dallas **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in… more
- Kestra Financial (Grapevine, TX)
- …roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex ... Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their...through a financial advisory partnership built on integrity and trust . We take the stress out of managing personal… more
- Bank of America (Dallas, TX)
- …clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally ... and identify issues / new business opportunities, and provide trust , estate, and wealth transfer planning advice...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- Bank of America (Dallas, TX)
- …responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members ... where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the… more
- Truist (Dallas, TX)
- …perform the essential functions. 1. Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law 2. 10 + years of fiduciary ... job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader… more
- Comerica (Frisco, TX)
- …and is looking for a qualified Solution Architect that will focus on developing solutions within our Trust business leveraging inhouse developed solutions , ... the role. The ideal candidate will have experience in Trust and Wealth business which is highly...engineers * Ensure technological risks are accounted for and solutions meet requirements * Code and develop application software… more
- Citigroup (Irving, TX)
- …come to conclusions **PREFERRED** : * Experience in Wealth Management , Private Banking, Banking, Investments, Custody, Trust , Investment Finance, Lending, ... a vital role in implementing the data strategy and solutions in our Wealth Investments business. You...is a part of the US Personal Banking & Wealth Management CDO organization. We cover … more
- Bank of America (Dallas, TX)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Charles Schwab (Westlake, TX)
- …in your advice & planning career through live client interactions, coaching, and wealth management training. Upon graduation from the Academy, you will move ... a role in financial planning and advice within the Wealth and Advice Solutions organization. With a...calls from retail clients (individual investors) enrolled in this wealth management offer. **Throughout the Academy you… more
- Broadridge Financial Solutions (Coppell, TX)
- …area as well as executing any directives put forth by the Corporate Security Management Team. Work Modes: On-site-Security: This is an on-site role that will be ... procedural breaches in security policies. + Keeping the Security Management Team abreast of all security matters and issues...by sending an email to ###@broadridge.com . Broadridge Financial Solutions , Inc. (NYSE: BR) , is a global Fintech… more
- US Bank (Irving, TX)
- …our technology initiatives in our digital transformation journey. The ** Wealth Management ** software delivery team creates solutions that caters to wealth ... solutions that often mirror enterprise solutions , but with a specific Wealth Management flavor. Wealth customers demand unique solutions since… more