- 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 (Tyler, TX)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- PNC (Austin, TX)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist . **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… 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
- Cherry Bekaert (Austin, TX)
- …risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. ... They utilize exceptional writing, project management and communication skills to develop and ensure on-time delivery of compelling, compliant proposals in response to formal Requests for Proposals (RFPs), Requests for Quotes (RFQs), Requests for Information… more