Wealth Management Advisor
Network Firms
Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service. The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience in a hybrid work setting (3 days in office, 2 remote). #J-18808-Ljbffr
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in Dallas, TX vacancy
$250k
Senior Wealth Management Advisor - C03 Location: Dallas, Texas, United States Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-20 years of successful sales experience as...Suggested- ...DESCRIPTION Manage and strengthen relationships within an existing book of business. This... ...client expectations and service standards. Wealth management experience with fee-based... ...planning best practices Serve as trusted advisor and thought leader advocating on behalf of...SuggestedFull timeWork at office
Exencial Wealth
Dallas, TX3 days ago - ...as the dedicated right hand to a boutique wealth advisory practice. You will own the full client service lifecycle, enabling advisors to focus on planning and relationships rather... ..., trades, and rebalances, and manage meeting prep and follow-up with a high degree...Suggested
MassMutual Ventures
Irving, TX4 days ago $28k - $125k
...This range is provided by Equitable Advisors. Your actual pay will be based on your skills... ...the right people to drive them. Our management platform affords you the opportunity to... ...Equitable Advisors is a leading firm in the wealth management industry with a mission to help...SuggestedFull timeTemporary workLocal areaRemote workEquitable Advisors LLC
Dallas, TX2 days ago$45k - $85k
Lemnis Capital is offering a structured opportunity through the LCElite Program, designed for competitive and results-driven individuals seeking to advance from Associate Trainee to Vice President within two years. Responsibilities include developing client relations, ...SuggestedTraineeshipLemnis Capital
Dallas, TX4 days ago- ...nationally recognized, fee-only Registered Investment Advisor (RIA) seeking a Vice President, Wealth Advisor to join its growing Dallas team. This is an opportunity to work within an established wealth management platform that provides a steady flow of qualified prospective...
The KXN
Dallas, TX3 days ago - Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...
- Goldman Sachs is seeking Wealth Management Professionals for our Private Wealth Management team in Dallas. You will build deep client relationships... ...and tax concepts. You will collaborate with Private Wealth Advisors to provide personalized service to ultra‑high net worth...
- ...GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify... ...with them to articulate and achieve their wealth goals. Creates teams of highly credentialed... ...planning, investments, private banking, risk management, and trust services. Ensures delivery...Work experience placementPrivate practiceWork at office
- Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth... ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...Full timeWork at office
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...capabilities, and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...
$104.8k - $192.3k
...are seeking an experienced insurance claims professional to join our practice as a Manager. In this role, you will lead complex insurance claims engagements and serve as a trusted advisor to clients navigating significant property, business interruption, cyber,...Summer holidayWork at officeFlexible hours- ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support...
Chase
Dallas, TX20 hours ago - ...about. Join us and be part of something extraordinary.We’re seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas. In this role, you’ll make an impact in the following ways:Independently...Work experience placementLocal areaWorldwideFlexible hours
$142.83k - $208.17k
...Liability claims, including auto, premises, and personal liability. This role requires a strategic thinker with a proven ability to manage complex claim investigations and evaluations while ensuring optimal outcomes for our clients.*Please note this role a fully...Full timeWork at officeLocal area- ...comprised of Program Officers and Grants Managers provides guidance and support to clients... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment... ...Asset Management provides individuals, advisors and institutions with strategies and...Local area
- ...to lead day-to-day accounting, payroll, and financial controls within a mission-driven nonprofit. You will ensure GAAP compliance, manage audits, and oversee grants and donor reporting in collaboration with program staff. The role bridges finance and development, guiding...
For Oak Cliff
Dallas, TX3 days ago - About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering... ...initiatives.Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic...Full timeWork experience placementWork at office
- ...collaborative, growth-minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed.... ...Position Overview We are seeking a motivated, relationship-driven Wealth Manager to join our team. In this role, you will deliver personalized...
Spectrum Financial Group
Dallas, TX1 day ago - ...are seeking an experienced insurance claims professional with a background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption, cyber, builder's risk, or large-loss adjuster seeking to apply their...Work at office
EY
Dallas, TX3 days ago - ...drives strategic budgeting and financial integrity in a high-profile collegiate program. Requirements include a Bachelor's in business with accounting/finance emphasis and 7+ years in financial management within higher education; MBA or CPA is preferred. #J-18808-Ljbffr...
Syracuse University
Syracuse, NY20 hours ago - ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and development... ...we will improve the way the world works and lives. As a Manager in the Asset Management practice, you will be responsible for:•...Full timeFor contractorsLive inWork at officeLocal area
- Crow Holdings Capital (CHC) is a real estate investment management company specializing in multifamily, industrial, and specialty property types delivered through strategies that span the risk-return spectrum. For 25 years, CHC has sought out a diversified portfolio in...Full time
$140k - $160k
...We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms... ...growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for...Temporary workLocal areaRemote workHome officeVisa sponsorship$100k - $125k
...your relevant experience to a new industry, join our team as we help shape a brighter way forward. Summary/Objective:The Senior Asset Manager - Special Assets must demonstrate attention to detail, organization, analytical orientation, risk mitigation, and possess the...Full timeLocal areaNight shift- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and... ...the way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting project...Full timeFor contractorsLive inWork at officeLocal area
- ...about shrink, safety, accuracy, and regulatory compliance. Makes recommendations and provides communication to Sr. Asset Protection Manager, and others; Initiates investigations and resolution of safety, regulatory compliance, and theft related issues. Discusses concerns...Full timeWork experience placementImmediate startNight shift
$99k - $266k
...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your... ...client relationships- Acting as a tax technical business advisor- Specializing in international insurance tax- Implementing technology...Full timeH1b- ...bodily injury claim decisions Ensure compliance with state regulations, internal guidelines, and industry best practices Monitor and manage performance metrics including cycle time, severity, quality audit results, and customer satisfaction Provide advanced technical...
Newman Group Search
Dallas, TX1 day ago - ...seasoned supervisor to oversee daily claim processing for catastrophic-injury cases, aligning with Texas WC Act and DWC rules. You will manage personnel, equipment, facilities, and budgets to support the division's goals. The role requires a high school diploma, Texas...
Texas Mutual
Irving, TX4 days ago
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