Senior Wealth Advisor: UHNW Planning & Trusts (Hybrid)
The Vanguard Group
The Vanguard Group is hiring Wealth Advisors and Senior Wealth Advisors in Dallas, Texas. In this role, you will provide tailored strategies to Ultra High Net Worth clients, helping them to achieve their financial goals. You will manage a portfolio, ensuring client satisfaction by providing expert financial planning solutions. Vanguard offers a competitive compensation package, professional growth opportunities, and a supportive culture. Qualified candidates should have a CFP® designation and at least 7 years of financial advisory experience. #J-18808-Ljbffr The Vanguard Group
$135k
Senior Trust Officer - Dallas, TX (Hybrid/Remote | $135K+) $135,000 Base + Incentives + Equity... ...working closely with advisors and high‑net‑worth clients... ...+ years in trust, estate planning, or financial services Strong... ...with advisors and HNW/UHNW clients Proven ability...SeniorRemote jobLocal area- 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
- ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...by providing financial planning solutions using our time-tested... ...giving, and corporate trust services. They also manage... ...qualify. This role follows a hybrid working model. We are in the...SeniorWork at officeLocal areaRemote workRelocationMonday to Friday
- A leading financial institution is seeking a Private Wealth Trust Sales Advisor in Dallas. The role involves building and managing relationships... ...trust administration, and strong communication skills. This hybrid position expects travel as required and offers a competitive...Suggested
- Job Summary The Senior Financial Analyst is a senior-level individual... ...for driving financial planning, forecasting, and performance... ...consolidate them into a single, trusted source of truth. As the function... ...in Dallas, TX and follows a hybrid schedule, with 2 days onsite...SeniorRemote workFlexible hours3 days per week
$5,000 per month
...March 25 to April 30. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy... ...success by serving as a trusted advisor and primary point... ...client onboarding, financial planning, and investor education.... ...local law. ***For remote and hybrid positions you will be...Senior16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeRelocation packageFlexible hours- Senior Wealth Advisor - Wealth Advisory - Dallas, TX page is loaded## Senior Wealth Advisor - Wealth... ..., CLA is focused on becoming the trusted advisor of choice for high‐net‐worth women... ...Wealth Advisory—a comprehensive, planning‐led experience anchored in a personal...SeniorWork at officeFlexible hoursShift work
- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our... ...and fostering relationships built on trust. Weaver Capital Advisors is an RIA and... ...include wealth management and wealth planning. The Senior Wealth Advisor works directly...SeniorFlexible hours
$23.8 - $26.45 per hour
...Virtual Financial Advisor Hybrid Dallas, Texas Bring your skills to a deeply purposeful,... ...consultative skills to connect with clients, build trust, and provide tailored recommendations... ...to create and maintain their financial plans, enabling lives of service and faith....Hourly payFull timeWork at officeLocal areaRemote work3 days per week- Senior Associate, Tax (UHNW Family Office) We are working on a Client... ...investments, estate and tax planning strategy, insurance,... ...and client trust. If you’d be open to... .../audit into the full wealth picture—investments,... ...and seen as a trusted advisor (not just a compliance...SeniorWork at officeWork from homeFlexible hoursShift work1 day per week
$97k - $146k
...Oracle EPM FCC/FP&A Senior Consultant Location: Houston Additional... ...on our vision to be the most trusted global consulting firm.... ...successful completion of project work plans. You'll identify areas of risk... ...similar preferred. Our Hybrid Workplace Protiviti...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120K-$140K base + bonus... ...platform expanding its advanced planning and fiduciary solutions across the advisor channel. This is a high-... ...partners to support HNW/UHNW clients. Not a build-from-scratch...SeniorLocal areaRemote work$95k - $100k
...Senior Financial Analyst We have partnered with a fast growing Pre-IPO company in their... ...for budgeting, forecasting and planning and will have direct communication with C... ...future growth. This opportunity offers a hybrid schedule on a permanent basis. This position...SeniorPermanent employmentTemporary workLocal area- Regions Bank is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. The role focuses on acquiring and managing client relationships... ...years of experience in Trust Administration or Financial Planning. The position offers a competitive salary, incentive pay,...
$130k - $155k
...boutique fiduciary and wealth services organization... ...seeking an experienced Senior Trust Officer specializing... ...serving as a trusted advisor to beneficiaries, caregivers... ...and collaboration Hybrid schedule with limited... ...families, caregivers, estate planning attorneys, and...SeniorWork at officeLocal areaRemote work$170k - $300k
Citibank (Switzerland) AG is looking for a Lending Advisor in Dallas, Texas, who will manage lending products and client relationships... ...demonstrating strong analytical, marketing, and negotiation skills. This hybrid position requires excellent communication abilities and...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 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
- RODELL SEARCH is seeking a Senior Recruiter in Dallas, Texas to support corporate talent... ...the full recruitment process and involves planning, executing searches, and advising hiring... ...hiring processes. The position offers a hybrid working model along with comprehensive benefits...Senior
- Brixmor Property Group is looking for a Senior Leasing Representative based in Frisco, TX. This role involves sourcing new tenants, negotiating... ...excellent communication skills. The position offers a hybrid work schedule and competitive pay along with a comprehensive benefits...Senior
- ...Young Advisory Services Sdn Bhd is seeking a Senior Associate - Consultant in Dallas, Texas... ...with client teams, and contributing from planning to execution. Candidates should have a... ...EY offers competitive compensation and a hybrid work model, aiming for a balanced work-life...Senior
- A prominent wealth management firm is looking for an experienced Wealth Advisor based in Dallas, Texas. This role involves maintaining client relationships, implementing financial plans, and conducting portfolio reviews. The ideal candidate will have over five years of...Senior
- A global professional services firm seeks a Senior in FTEAS to prepare fiduciary accountings and manage client relationships. Candidates... ...This position offers a comprehensive compensation package and a hybrid work model, requiring in-person collaboration 60% of the time....Senior
- ...leading financial institution in Dallas is seeking a Private Bank Wealth Advisor III to manage client relationships for high-net-worth... ...responsible for developing and executing comprehensive Wealth Plans while ensuring exceptional client service. With at least 5 years...SeniorWork at officeFlexible hours
- Cavender's is looking for a Senior Financial Planning and Analysis Manager based in Dallas, Texas. The role involves strategic leadership in budgeting... ..., and the ability to lead a team. This position offers a hybrid work environment, aligning with Cavender’s core values. #J-...Senior
$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management,... ...institutions are trusted and flourish, and the global... ...the United States. The Senior plays an integral role... ...working in a balanced hybrid environment. Ideally... ...agreements and estate planning documents. Ability to...SeniorSummer holidayFlexible hours- A financial advisory firm in Dallas is seeking an experienced Advisor to manage day-to-day client responsibilities. This role requires 4+ years of experience in financial planning and certifications like CFP or CPA. You will engage with clients directly, prepare meeting...Senior
- ...Senior Tax Accountant – Hybrid Who: A fast-growing CPA firm experiencing strong client demand What: Seeking a Senior Tax Accountant with... ...review individual and business tax returns Assist in tax planning and advisory services for clients Maintain and...SeniorWork at officeImmediate startRemote work
- ...seeking a Financial Analyst in Dallas, TX, to provide financial planning, reporting, and analytical guidance. The role involves building... ...Excel proficiency are essential. This position offers a hybrid working schedule and comprehensive employee benefits, including...
$66.5k - $79k
...Dallas, TX is looking for an experienced Analyst II in Financial Planning & Analysis (FP&A). This role involves financial modeling,... ...relevant experience. Offering a salary of $66,500 - $79,000, this hybrid position allows flexible working. The ideal candidate has strong...Flexible hours
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