Senior Wealth Portfolio Advisor
Northern Trust Corp
Northern Trust Corp in Fort Worth, TX is seeking a Senior Portfolio Advisor to manage high net worth investment accounts. This role involves developing personalized investment strategies and collaborating with a client service team to fulfill investment objectives. The ideal candidate will have 8-12 years of investment experience and strong decision-making, sales, and negotiation skills. This position offers a flexible and collaborative work culture in a company committed to providing excellent financial services. #J-18808-Ljbffr Northern Trust Corp
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...growing financial services firm is seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and... ...Responsibilities include sales proficiency and integration of advanced Wealth Management techniques. The compensation is competitive, with a...Senior$100k - $150k
Strittmatter Wealth Management Group in Fort Worth, TX, seeks an experienced Wealth Advisor to attract and advise high net worth clients. The ideal candidate will have a minimum of five years in financial planning, with a proven track record of client conversion and onboarding...SeniorFull time- ...This role involves supporting investment management and fiduciary administration, as well as engaging with clients to create tailored wealth strategies. The ideal candidate will have at least five years of experience in trust administration and estate planning, with a...Senior
- ...technology and exceptional service. At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment accounts,... ...regular engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset...SeniorWork experience placementLocal areaFlexible hours
$45k - $55k
...Agent Team Member. Responsibilities include providing investment options, conducting financial needs analysis, and managing customer portfolios. Ideal candidates should hold Series 6 or 7 licenses, possess strong analytical skills, and be committed to high ethical...- Do you enjoy developing experienced advisors to help them delight clients and create value?... ...through complexity, and influencing how a wealth management business evolves? Are you... ...truly matter? As a UHNW Wealth Advisor, Senior Manager you’ll lead a team of Senior Wealth...SeniorWork at officeRelocation package
- ...customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank... ...policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an...SeniorWork at officeNight shift
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$54.6k
...Senior Consumer Relationship Banker At Regions, the Senior Consumer Relationship Banker... ...more complex, affluent solutions, wealth opportunities, investments, lending, debt... ...the primary relationship managers for a portfolio of Preferred Banking Households Educates...SeniorFull timeWork at officeFlexible hours- Arizona Staffing is seeking an Experienced Financial Advisor to deliver customized financial solutions and maintain strong client relationships. This role requires at least 5 years of experience, a portable practice, and strong business development skills. Candidates must...Senior
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Ernst & Young Oman is seeking a Senior Associate for their Engagement Business Operations team. This role involves managing financial activities within a defined book of business and providing guidance to partners. You will ensure compliance, monitor financial health,...Senior$70k - $75k
Strittmatter Wealth Management Group, located in Fort Worth, TX, is seeking a Financial Planner with a minimum of three years of experience. The role involves preparing financial plans, maintaining client relationships, and utilizing financial planning software. Strong...Senior- ...This role involves underwriting commercial loan requests and ensuring compliance with federal and state regulations while managing a portfolio of loans secured by commercial real estate. The successful candidate will have a bachelor's degree in finance and a minimum of...SeniorFull time
$85k - $95k
Strittmatter Wealth Management Group in Fort Worth is seeking an experienced Financial Advisor to deepen relationships within their high net worth client base. The ideal candidate will manage existing clients, ensure compliance, and deliver personalized financial planning...SeniorFull time- ...Job Description Job Description Job Title: Senior Mechanical Engineer (Hybrid) Leading national engineering firm , consistently... ...satisfaction for six consecutive years. With a very diverse project portfolio, they are looking for someone for their growing Healthcare...SeniorRemote workFlexible hours3 days per week
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...Senior Financial Advisor (Client Servicing) We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make... ...-term career path within a growing RIA. Strittmatter Wealth Management Group (SWMG) is a boutique Registered Investment...Senior- ...and your success is celebrated. Position Summary: The Senior Financial Analyst, FP&A is a critical member of the Finance team... ...CFO Support & Business Partnership • Serve as a trusted advisor to the CFO, providing proactive financial analysis and insights...Senior
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- ...years of relevant experience. This role involves working closely with Investment Advisors and articulating investment strategies to clients. Key responsibilities include analyzing portfolios, participating in team meetings, and mentoring junior staff. Significant...Senior
$70k - $90k
Iq--e is seeking a Senior Associate for Middle Office Operations to join our Client Services team in Fort Worth, Texas. This position... ...brokers, and handling corporate actions to ensure accuracy in client portfolios. The ideal candidate will have a bachelor’s degree and at least...SeniorWork at office
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