- JPMorgan Chase (Fort Worth, TX)
- …Qualifications** + Advanced degree such as JD or MBA + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor ... **Mineral Asset Management ** ("Oil & Gas") is a specialized team...practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and… more
- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... ongoing talent development for regional fiduciary team. + Provides management and guidance through effective communication related to carrying...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- Bank of America (Dallas, TX)
- Wealth Management Specialist - NR Dallas, Texas **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
- Bank of America (Frisco, TX)
- Registered Wealth Management Client Associate Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,... + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization… more
- Bank of America (Southlake, TX)
- Wealth Management Client Associate Southlake, Texas **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... + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization… more
- Truist (Fort Worth, 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...* 8 or more years of sales and client management experience in Wealth Management … more
- Truist (Dallas, TX)
- …range of wealth products and services including financial planning, asset management , personal trust and estate planning, insurance and risk management ... range of wealth products and services including financial planning, asset management , personal trust and estate planning, insurance and risk management… more
- Deloitte (Fort Worth, 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 (Fort Worth, 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
- 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 ... Worth **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the… 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
- Wolters Kluwer (Coppell, TX)
- …Trust Tax Outsourcing operation which is the tax preparation service provided to bank/ wealth management firms. This includes: + Production and filing of all ... and expectations and count on Wolters Kluwer to provide solutions that help them navigate complex tax laws with...deliver contracts for new clients. + Member on the Trust Operations management team **Job Qualifications:** **Education:**… more
- Bank of America (Fort Worth, TX)
- …Market Fort Worth, Texas;Southlake, Texas; Fort Worth, Texas **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... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- Bank of America (Fort Worth, 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
- Wells Fargo (Addison, TX)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... outstanding talent. It all begins with you. **Wells Fargo Wealth & Investment Management ** Wells Fargo ...and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust… more
- PNC (Dallas, TX)
- …assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and ... developing client solutions and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC Private Bank… more
- TIAA (Frisco, TX)
- …responsible for managing a team of approximately 17-20 Portfolio Managers and support Wealth Management . Partners with the Managing Director on strategic ... client management by leading the partnership with Wealth Management and Office of CIO that...portfolios, while meeting compliance standards + Ensure adherence to Trust Company policies and procedures as mandated by the… more