- 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
- JPMorgan Chase (Fort Worth, TX)
- …these assets as part of the overall client relationship. **Job Summary:** As a Wealth Management Solutions , Mineral Asset Property Manager Vice President ... at JP Morgan is a key component of our Wealth Management services, providing fiduciary expertise to...in these entities. You should have some knowledge of trust management as well as fiduciary oversight… more
- Bank of America (Dallas, TX)
- Wealth Management Specialist - NPD 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 (Dallas, TX)
- …retirement and benefit plan services, philanthropic solutions and asset management to individuals and institutions. The Private Wealth Supervision Managers ... Wealth Supervision Manager Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of...terms of client needs and concerns, and coach Private Wealth Advisors on aligning solutions to goals… 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
- Charles Schwab (Westlake, TX)
- …Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions , and client promoter scores + Partner with ... clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our... wealth specialists to offer solutions including banking, lending and trust +… 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 (Fort Worth, TX)
- …to maintain relationships and identify issues / new business opportunities, and provide trust , estate, and wealth transfer planning advice + Proactively engage ... / Competencies:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth...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
- Bank of America (Frisco, TX)
- Merrill Market Client Relationship Manager Frisco, 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
- Broadridge Financial Solutions (Coppell, TX)
- …to join our dynamic team! At Broadridge you will work with the largest wealth organizations in the US and abroad introducing and evangelizing our Advisor ... Solutions to the marketplace. You will be on the...their firms.You will partner with a sales team, account management , and others engaging with clients to develop awareness,… more