- Sutherland Global Services (Austin, TX)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Truist (Dallas, TX)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... integrated delivery of a broad range of wealth products and services to high net worth individuals. Following is a summary of the essential functions for… more
- Comerica (Dallas, TX)
- …and wealth transfer strategies and solutions through the creation of sophisticated wealth plans for high - net - worth individuals. * Coordinate with ... Senior Wealth Planner ( Wealth Planner III), ... planning team with developing customized financial plans for high - net - worth individuals. Comerica Bank uses… more
- Kestra Financial (Plano, TX)
- …team. As a member of Symphony Wealth Group, you will engage with high - net - worth clients, providing customized wealth management solutions tailored to ... Symphony Wealth Group, an independent financial advisory firm under...in the development and management of investment portfolios for high - net - worth individuals and families. +… more
- Charles Schwab (Westlake, TX)
- …high -touch service and on-going support for the wealth management needs of the ultra- high net worth client. In partnership with the Wealth ... **Your opportunity** As part of our Wealth Advisory team, the Wealth Consultant Partner is an essential member of an elite team providing … more
- Citigroup (Irving, TX)
- …across the different client segments, from affluent to ultra- high - net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private ... + Bachelor's/University degree or equivalent experience This job description provides a high -level review of the types of work performed. Other job-related duties… more
- Citigroup (Irving, TX)
- …across the different client segments, from affluent to ultra- high - net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private ... Bachelor's/University degree, Master's degree preferred\#NAMInternalAudit + The Internal Audit Wealth team is responsible for providing independent assurance over… more
- Guardian Life (Austin, TX)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Bank of America (Houston, TX)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in ... Wealth Strategies Advisor Minneapolis, Minnesota;Chicago, Illinois; Kansas City,...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- TIAA (Frisco, TX)
- …supervision, this job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes ... ** Wealth Client Relationship Manager** The Wealth ... Management Advisors in delivering client service and supporting high - net worth clients. Working under… more
- Zions Bancorporation (Houston, TX)
- …and present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of ... you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank...the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses.… more
- Bank of America (Southlake, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Associates Market Fort Worth , Texas;Southlake, Texas; Fort Worth , Texas **Job Description:** Merrill Wealth Management...across the business to increase opportunities for affluent and high net worth client acquisition… more
- City National Bank (Houston, TX)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This...is responsible for expanding the CNR's relationships with its high ultra- high net - worth ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
- Truist (Houston, TX)
- …Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet ... May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader 5. Maintain a positive working relationships… more
- Bank OZK (Austin, TX)
- …in trust administration or other relevant work experience, required. + Experience with high net worth planning and administration, preferred. + Active ... and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, effective coaching, and ongoing… more
- Bank of America (Lubbock, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank OZK (Dallas, TX)
- …administrato r, or other relevant experience, required. Preferred Qualifications: + Experience with high net worth planning and administration, preferred. + ... Active State Bar license, preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties,… more
- Bank of America (Mcallen, TX)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships… more
- Bank of America (Dallas, TX)
- …policies, procedures, regulatory requirements + High level of savvy and sophistication re: high net worth clients' concerns / issues + Ability to ... / new business opportunities, and provide trust, estate, and wealth transfer planning advice + Proactively engage other specialists...communicate and connect with high net worth clients **Skills:**… more
- UMB Bank (Fort Worth, TX)
- The **Senior Private Banker** will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private ... banking credit and deposit solutions. Additionally, will partner with wealth management, retail, commercial banking & other lines of...spend your time:** + Call on prospective and existing high net worth clients to… more