- Zions Bancorporation (Dallas, TX)
- …talent; we bring the opportunity. We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team in Dallas, TX and help ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and client relationship… more
- Regions Bank (Dallas, TX)
- …markets (eg, De Novo, grand openings, financial education efforts, Women + Wealth , Disaster relief, etc.) + Manages, on occasion, junior business partners, offers ... advice and guidance + May take responsibility for larger geographies and/or business units with complex needs and/or objectives + Manages high-dollar marketing strategies when needed This position is exempt from timekeeping requirements under the Fair Labor… more