Senior Trust & Wealth Advisor
National Black MBA Association
National Black MBA Association seeks an experienced individual to manage fiduciary and investment management accounts for high-net-worth clients based in Dallas, Texas. The role involves business development, compliance, and client engagement to deliver high-quality service. Qualified candidates should possess a minimum of five years in trust administration or estate planning, along with a Bachelor’s Degree. A proactive approach and strong client communication skills are essential. #J-18808-Ljbffr National Black MBA Association
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trust & Wealth Advisor in Dallas, TX vacancy
- ...Responsibilities include administration oversight, client engagement, and business development. Candidates should possess extensive trust administration experience, technical expertise in fiduciary law, and a proactive approach to client solutions. The ideal applicant will...Senior
- Regions Financial is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role will focus on acquiring and managing personal trust, estate, and investment management client relationships while providing advisory services. The ideal candidate will possess...SeniorFull time
- ...lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina,... ...legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager...SeniorWork at officeLocal areaRemote workRelocationMonday to Friday
Vanguard Group, Inc.
Dallas, TX7 days ago - A leading financial institution is seeking a Private Wealth Trust Sales Advisor in Dallas. The role involves building and managing relationships with ultra-high net worth clients, ensuring exceptional service delivery, and identifying financial solutions. Successful candidates...Suggested
$110.25k - $235.81k
UMB Financial Corporation is seeking a Private Wealth Trust Sales Advisor (PWTSA) to build and manage client relationships with ultra-high net worth clients. The role focuses on trust administration and developing extensive networks to provide financial solutions for high...Suggested- Regions Bank is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. The role focuses on acquiring and managing client relationships involving Personal Trust, IRAs, and Investment Management services. Responsibilities include assessing client financial situations...
- ...Outbound Support Referral Budget Job Summary The Senior Wealth Advisor role is designed for experienced professionals who have demonstrated... .... Senior Advisors serve as both strategic planners and trusted relationship leaders, helping guide high-net-worth...SeniorRemote workFlexible hours
Proxy Financial
Dallas, TX2 days ago $105k - $115k
Match Group in Dallas is searching for a Senior Recruiter to own full-cycle recruiting focused on Trust & Safety roles. You'll leverage AI tools to drive efficiency and partner with corporate leaders to ensure a high-quality candidate experience. With over 5 years of experience...Senior- Westwood Holdings Group, Inc. is seeking a Senior Trust Operations Analyst in Dallas, Texas. This role is responsible for complex transaction processing and oversight of daily accounting tasks within Trust Operations. Candidates should have a bachelor's degree in Business...Senior
- A leading wealth advisory firm in Dallas, Texas is seeking experienced Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role involves developing personalized financial strategies and delivering tailored...Senior
- A prominent Texas financial institution is seeking a Financial Advisor II for the Dallas Market who will deliver expert financial advice and build strong client relationships. In this role, you'll manage a portfolio while crafting personalized financial strategies. Key...Senior
- A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive...Senior
- A leading financial corporation seeks a primary relationship advisor for high net worth clients in Dallas. The role involves developing... ...client relationships while delivering a comprehensive suite of wealth management solutions. Ideal candidates will possess significant...Senior
- Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing... ...relationships through exceptional service and delivery of Truist Wealth solutions. Key responsibilities include acquiring new clients,...Senior
- Tinder is seeking a Senior Technical Program Manager (TPM) to enhance Trust & Safety initiatives. This hybrid role emphasizes strong cross-functional collaboration with Product, Engineering, and Analytics teams to maintain safety and operational excellence. You will manage...Senior
- Ernst & Young Oman is seeking a tax professional for the Fiduciary/Trust Tax Services team, based in locations including Dallas. The role involves extensive tax research, preparation of complex tax returns, and collaboration with clients to analyze tax issues. Candidates...Senior
- ...Wealth Management Banking Operations As a global leader in innovative wealth management... ...and banking services, Northern Trust is proud to guide the world's most successful... ...Movement within the organization is encouraged, senior leaders are accessible, and you can take...SeniorWork experience placementH1bWorldwideFlexible hours
Northern Trust
Dallas, TX4 days ago $90k - $150k
LPL Financial LLC is seeking a Senior Financial Representative to support a book of 120,000 clients, providing investment solutions and maintaining exceptional customer service. Advisors will navigate various investment accounts and utilize suitable financial instruments...Senior- ## Senior Personal BankerApplylocations: Dallas, TXtime type: Full timeposted on: Posted... ...requisition id: R155425**About Northern Trust:**Northern Trust, a Fortune 500 company,... ...strict adherence with Northern Trust and Wealth Management Risk Management and Compliance...SeniorWork experience placementFlexible hours
Northern Trust
Dallas, TX21 hours ago - 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...SeniorFull time
- ...candidate will have at least 7 years of experience in business intelligence and be skilled in SQL, analytics, and LookML development. You will be responsible for standardizing reporting practices and building trust with stakeholders. #J-18808-Ljbffr Nashville Public RadioSenior
- Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring the satisfaction of both trust beneficiaries and referring financial advisors. As part of a collaborative team, you will also train trust administrators...Senior
- ...Wealth Advisor We are currently seeking experienced Wealth Advisors to join our client in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role...Senior
- About Beacon Pointe Advisors Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory... ...and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation...Senior
- 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
$77k - $214k
...careers, now and in the future. As a Senior Associate, you'll work as part of a team... ...to lead the way as technology-enabled tax advisors who provide significance through digitization... ...these factors thoughtfully to establish a secure and trusted workplace for all....SeniorFull timeH1bLocal areaPwC
Dallas, TX4 days ago- ...Senior Private Wealth Banker Dallas, TX, US, 75001 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range... ...delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and...SeniorLocal area
BOK Financial
Dallas, TX2 days ago - ...administration and business development of complex investment management and trust accounts and working with team members to assure trust product... ...business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities Provides...SeniorShift workDay shift
Bank of America
Dallas, TX4 days ago - ...Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals... ...primary mission is to help advisors meet their investing clients... ...Impact. As a Trust Officer Senior with Arden Trust Company,...SeniorWork experience placement
Kestra PWS
Dallas, TX1 day ago - JPMorgan Chase in Dallas, Texas, is seeking a Trust Administrator to join their Global Trusts & Estates Practice. The ideal candidate... ...analyzing legal documents, and collaborating with clients and advisors. This position offers competitive compensation and benefits that...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Wealth Advisor. Be the first to apply!
Related searches
- patient financial counselor Dallas, TX
- senior financial advisor Dallas, TX
- project finance associate Dallas, TX
- international financial advisor Dallas, TX
- financial advisor part time Dallas, TX
- financial planner Dallas, TX
- senior wealth advisor Dallas, TX
- financial planning associate Dallas, TX
- oracle financial functional consultant Dallas, TX
- financial advisor associate Dallas, TX