Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor

UMB Financial Corporation

UMB Financial Corporation’s Private Wealth Management Division seeks a Senior Investment Strategist to work directly with sophisticated high-net-worth clients, crafting customized investment solutions and guiding discretionary portfolios. You will lead investment strategy development and asset allocation for multi-million dollar client bases in a team setting. The role emphasizes expertise in portfolio modeling, regulatory compliance, and strong client communication. #J-18808-Ljbffr

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Dallas, TX vacancy
  •  ...Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing... 
    Senior
    Full time

    Texas Capital Bank

    Dallas, TX
    4 days ago
  • J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services...
    Senior

    Aumni

    Dallas, TX
    1 day ago
  •  ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those...  ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-... 
    Senior
    Work at office

    New Day Executive Search

    Dallas, TX
    21 hours ago
  • $200k - $250k

     ...Join to apply for the Senior Wealth Advisor role at District Partners Get AI-powered advice on this job and more exclusive features. This range is provided by District Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn... 
    Senior
    Immediate start

    District Partners

    Dallas, TX
    3 days ago
  •  ...Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This... 
    Senior
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    21 hours ago
  • $240k

     ...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas Department: Private Wealth Sales Reports...  ...developing relationships with others Job Purpose: As a Senior Wealth Advisor, you will work directly with referral partners,... 
    Senior
    Full time
    Work experience placement
    Local area

    Squaremouth

    Dallas, TX
    4 days ago
  • Sekisui House U.S., Inc. is seeking an experienced loan professional to guide borrowers through the lending process, evaluate financial information, and recommend compliant loan solutions. This role collaborates with cross-functional teams to ensure accuracy and a smooth...
    Senior

    MDC Holdings, Inc. / Richmond American Homes

    Irving, TX
    4 hours ago
  •  ...Frost is seeking a Financial Advisor III in Dallas, Texas, dedicated to helping clients build their financial foundations. In this role, you'll analyze financial data and offer strategic advice on investments, retirement planning, and more. The ideal candidate has a Bachelor... 
    Senior

    Frost

    Dallas, TX
    4 hours ago
  • $110.25k - $235.81k

     ...A leading financial services firm in Dallas seeks a Retirement Client Advisor. This role focuses on building customer relationships, providing tailored financial advice, and achieving business goals. Candidates should possess strong financial services knowledge and a bachelor... 
    Senior
    Flexible hours

    UMB Bank

    Dallas, TX
    4 hours ago
  • Responsibilities Assist in preparing monthly management reports Support financial projections and group accounting functions. Verify data from different reporting tools by daily/ weekly/ monthly basis Coordinate with the internal and external parties to handle day-to-day...
    Senior
    Work experience placement
    Immediate start
    Remote work
    Free visa

    Crypto

    Dallas, TX
    2 days ago
  •  ...Description Location: On site at location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and... 
    Senior
    Work at office

    First Horizon Bank

    Dallas, TX
    2 days ago
  •  ...Texas. This hybrid role offers strong career advancement opportunities and requires collaboration with various investment teams and senior stakeholders. The ideal candidate will have a degree in Finance or Accounting and ability to analyze financial models and assist in... 
    Senior

    Hemans.

    Dallas, TX
    1 day ago
  • Fifth Third Bank in Dallas, TX is seeking a Personal Banker II to deliver exceptional service and build lasting relationships with customers. You will understand financial needs and offer solutions across the lifecycle using our consultative sales and service process. ...
    Senior

    Fifth Third

    Dallas, TX
    4 hours ago
  • $110k - $135k

     ...Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to...  ...that define a true advisory relationship. Position Role The Senior Financial Planner is the financial planning subject matter expert... 
    Senior
    Local area

    Tompkins Financial Advisors

    Syracuse, NY
    5 days ago
  • $69.8k - $132k

     ...worked solving unique finance and operational issues within the Gaming and Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice with a focus in Gaming and Hospitality Financial Advisory.... 
    Senior
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM US LLP

    Dallas, TX
    3 days ago
  • Major Duties Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client; providing maintenance and holistic advice on assigned relationships through cross‑selling and identifying client...
    Senior
    Work experience placement
    Visa sponsorship
    Work visa

    Northern Trust

    Dallas, TX
    2 days ago
  • Customer Service Representative Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's direction...
    Senior
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Dallas, TX
    3 hours ago
  • $64.2k - $116.4k

     ...Hartford, Houston, Manayunk, Miami, Philadelphia, Sacramento, San Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance professional within the Engagement Business Operations (EBO) sub‑team of... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Dallas, TX
    3 days ago
  • Job Overview Mandatory Skills: Collaborate with Finance to support IT financial planning and analysis (FP&A) activities, including budgeting, forecasting, accruals, and variance analysis. Partner with IT stakeholders to gather and interpret financial data, ...
    Senior

    Cynet Systems

    Dallas, TX
    4 days ago
  • A technology company based in Dallas, Texas is seeking an IT Security Analyst responsible for monitoring and advising on information security issues. The role involves managing IT security projects, conducting security audits, and developing policies. The ideal candidate...
    Senior

    Cloud Hybrid Technologies LLC

    Dallas, TX
    22 hours ago
  • $64.2k - $116.4k

     ...throughout the year, engagement margin improvement and investment decisions. The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance professional within the Engagement Business Operations (EBO) sub-team... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Dallas, TX
    21 hours ago
  •  ...lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management...  ...collaborating with the Wealth Management Advisor. Demonstrates highly developed sales,...  ...for employment in this position. Senior Private Banker At Fifth Third, we understand... 
    Senior
    Work at office

    Fifth Third

    Dallas, TX
    4 days ago
  • $77k - $214k

     ...successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers,...  ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and... 
    Senior
    H1b
    Local area

    PwC

    Dallas, TX
    1 day ago
  • $62.8k - $103.4k

     ...professionally. There's no one like you and that's why there's nowhere like RSM. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems. You will be an... 
    Senior
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM

    Dallas, TX
    21 hours ago
  •  ...scenario analysis, and decision-making. Analyze construction cost data, identify trends and variances, and present actionable insights to senior leadership and cross-functional project teams. Oversee project debt activities including compliance, drawdowns, and cash flow... 
    Senior

    Clarity Recruitment

    Dallas, TX
    1 day ago
  •  ...helpful, friendly, approachable, enthusiastic, and professional disposition Ability to demonstrate confidence and act as a trusted advisor. Ability to communicate effectively both verbally and in writing Ability to demonstrate team player approach, capable of... 
    Senior
    Work at office
    Local area
    Day shift

    Bank OZK

    Dallas, TX
    21 hours ago
  •  ...celebrate you. Be yourself: At Bosch, we value values. Shape tomorrow: At Bosch, you change lives. Job Description The Senior FP&A Analyst is a high-impact contributor to the financial planning and analysis function at Bosch Home Comfort North America.... 
    Senior
    Local area

    Bosch Group Inc

    Dallas, TX
    21 hours ago
  • Summary The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of this Job is to...
    Senior
    Full time
    Work at office

    CHRISTUS Health

    Irving, TX
    2 days ago
  •  ...PNC is seeking a Loan Closing Analyst Senior - Commercial to join its Real Estate organization. The role focuses on affordable housing program documentation, including LURAs and Bond Indentures, and leading borrower-facing calls while ensuring timely, accurate closure... 
    Senior
    Work at office

    PNC

    Dallas, TX
    4 hours ago
  •  ...projects , leveraging digitalization and automation to enhance FP&A capabilities. Develop and prepare high‑impact presentations for Senior Finance Leadership, distilling complex financial information into clear, concise, and compelling narratives for strategic... 
    Senior
    Full time
    Work at office
    Work from home

    Siemens AG

    Dallas, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!