- Charles Schwab (Westlake, TX)
- **Your opportunity** The Senior Wealth Regional Trust Consultant is responsible for collaborating both with internal and external partners to identify, ... for directed trusts, relevant Nevada statutes, advantages of Schwab Wealth Trust Services, and all procedural aspects...trust business + Collaborate with internal partners (eg Wealth Strategists, Schwab Wealth Advisors, Regional… more
- Truist (Dallas, TX)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Cherry Bekaert (Plano, TX)
- …and consistently recognized as a Great Place to Work (https://www.cbh.com/about/awards-and- recognition /) , Cherry Bekaert delivers innovative advisory, assurance and ... offices. **As a Sales Tax Manager, you will:** Interact with partners, senior managers, staff, and clients to provide compliance expertise; contributing to practice… more