Senior Trust & Wealth Advisor
BOK Financial Corporation
BOK Financial Corporation in Dallas, Texas is looking for a Trust Officer to join our Wealth Management team. This role involves administering personal trust and investment accounts while ensuring compliance with regulations and providing excellent client service. The ideal candidate will have a Bachelor’s Degree and several years of experience in Personal Trust. Strong analytical and problem-solving skills are essential as you will be responsible for managing client accounts and collaborating with team members to address client needs. #J-18808-Ljbffr BOK Financial Corporation
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
- ..., 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...Senior
- ...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
Dallas, TX9 days 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
Texas Capital Bank
Dallas, TX3 days ago - Broughton Group is seeking a qualified financial professional in Dallas, Texas. This role emphasizes client management and requires a minimum of 10 years of relevant banking experience, with a preference for candidates with seven years in private banking. The successful...Senior
Broughton Group
Dallas, TX4 days ago - 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...
- Matchgroup, based in Dallas, is looking for a Senior Recruiter to lead end-to-end recruiting efforts across various corporate functions, particularly in Trust & Safety. This role requires a dynamic professional with over 5 years of full-cycle recruiting experience and...Senior
$77k - $202k
...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position...SeniorFull timeH1bPwC
Dallas, TX2 days ago- ...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, TX3 days ago - ...About Northern Trust Northern Trust is a Fortune500 global financial institution founded in1889, known for providing innovative financial services and guidance to the world’s most successful individuals, families, and institutions. With over130years of experience and more...SeniorWork experience placement
001 The Northern Trust Company
Dallas, TX19 hours 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- ...Job Description 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
Insight Global
Dallas, TX3 days ago - 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 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 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
- 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
- ...About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq... ...stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in...SeniorWork experience placementH1bWorldwideFlexible hours
Northern Trust
Dallas, TX18 hours ago - 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
- 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
- ...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
$98k - $127.06k
A financial services institution located in Texas seeks a Trust and Estate Settlement Advisor to oversee and manage estate settlement accounts. This role involves ensuring compliance with trust laws and fostering relationships with beneficiaries, attorneys, and accountants...Senior$64.2k - $116.4k
...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance... ...opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Dallas, TX2 days ago- 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
- Northern Trust is seeking a dedicated personal banker in Dallas, Texas. The role involves understanding client needs and providing holistic advice while engaging with subject matter experts. Responsibilities include processing client account servicing activities, handling...Senior
$64.2k - $116.4k
...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta Other locations: Anywhere in Region Salary: Competitive Date... ...the opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
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, TX3 days ago - 001 The Northern Trust Company in Dallas, Texas, is seeking candidates for a Personal Banker role. The position requires 3-5 years of experience in banking or financial services and encompasses engaging with clients while managing banking operations. The ideal candidate...Senior
$77k - $202k
The Opportunity As a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services... ...We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr PRICE WATERHOUSE COOPERSSeniorH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Wealth Advisor. Be the first to apply!
Related searches
- financial associate Dallas, TX
- international financial advisor Dallas, TX
- financial advisor part time Dallas, TX
- financial planner cfp Dallas, TX
- financial consultant Dallas, TX
- senior financial advisor Dallas, TX
- financial planning assistant Dallas, TX
- junior oracle financial functional consultant Dallas, TX
- associate financial representative Dallas, TX
- financial advisor associate Dallas, TX