Senior Private Wealth Advisor - Grow an UHNW Practice
Lido Advisors
Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax and estate planning, and investment management with an integrated team. You will work with internal experts and a robust platform to coordinate advice, manage client needs, and elevate the practice. #J-18808-Ljbffr Lido Advisors
- 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
$200k
...apply for the Citi Private Bank - UHNW Private Banker -... ...develop tailored wealth management... ...Business Development Grow client net revenue... ...advocate and trusted advisor (primary contact)... ...and business practices, and escalating,... ...Your Rights poster. Seniority level Seniority...PrivateFull time$128k - $252.5k
...financial pitfalls, and implement practical solutions before, during, and... ...with corporate and private equity clients, this role offers... ...deals and capture value. As a Senior Consultant in M&A Finance & Operations... ...opportunities and connect and grow through mentorship. From on-...SeniorPrivateLocal area- ...Attorneys with Banking/Finance experience to join their diverse and growing practice in Dallas. They have a deep bench of talented lawyers focused... ...formation and capitalization, corporate governance issues, private equity, and day-to-day business operations. This is an...SeniorPrivate
$69.8k - $132k
...interested in joining an in-demand rapidly growing practice with experienced professionals of... ...for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance... ...in US GAAP and/or IFRS for public or private companies, with experience in financial...SeniorPrivateFull timeWork experience placementInternshipLocal areaFlexible hours$127.1k - $149.5k
...dynamic and experienced Senior Consultant to join our growing CFO Advisory team within... ...our Operations Excellence practice. This role is ideal for a... ...GrowthServe as a trusted advisor and identify opportunities... ...Insurance, Banking, and/or Private Equity.Commitment to...SeniorPrivateWork at officeLocal areaImmediate startFlexible hours$115k
...Job Description Job Title: Senior Auditor Location: Addison,... ...Director Company Profile: Privately owned 30+ person CPA firm in North... ...development of staff and interns through practical coaching and timely feedback. As our audit team grows, this position will also...SeniorPrivateFull timeWork at officeShift work$121.44k - $154.84k
...Financial Due Diligence Senior Associate, you’ll... ...services to clients, private equity investors, and... ...a similar consulting practice or function servicing... ...project in a rapidly growing practice.Strong leadership... ...― and Grant Thornton Advisors LLC (not a licensed CPA...SeniorPrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle... ...similar services to clients, private equity investors, and asset‑... ...in a similar consulting practice or function servicing cross‑industry... ...project in a rapidly growing practice. Strong leadership,...SeniorPrivateWork experience placement$229.8k - $270.3k
...West Monroe is seeking a Senior Manager to join our... ...transformation to help Private Equity Portfolio Companies... ...objectives into practical AI-enabled operating models... ...delivery, you will help grow West Monroe's Applied AI... ...engagement leader and trusted advisor to executive client...SeniorPrivateLocal areaImmediate startFlexible hours$240k
...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location... ...: DFW, Texas Department: Private Wealth Sales Reports To:... ...success Want to learn and grow your current skill set Are... ...Job purpose: As a Senior Wealth Advisor, you will work...SeniorPrivateFull timeWork experience placementLocal area- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to... ...risk management practices, and support business... ...managers, financial advisors, trust officers, and... ...experience with HNW or UHNW client relationships,... ...ability to transition and grow an established...SeniorPrivateFull timeWork experience placementWork at office
- ...Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families... ...wealth stewardship, collaborating with Private Wealth Strategies and Advisors to deliver a seamless, high-touch planning experience....SeniorPrivate
- Job OverviewA law firm seeks a Senior Associate with 5-7 years of experience to join its Finance & Financial Services practice in Dallas. The candidate will represent financial institutions and private credit funds in complex transactions, including multi-lender facilities...SeniorPrivate
- Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth... ...personal and business relationships, delivering wealth management and loan solutions. You will... ...with internal partners to cross-sell, grow deposits, and provide an exceptional...SeniorPrivate
- ...seeking a Tax Manager / Senior Manager, Family Office... ...Business Tax Services practice. Responsibilities: Serve as the trusted advisor to family offices on strategic... ...family and private-equity backed businesses... ...owner-managed and fast-growing start-ups; provide analyses...SeniorPrivateFull timeWork at officeLocal area
- ...Senior Mortgage Consultant Morgan Stanley Private Bank, National Association ("MSPBNA") a division within Morgan Stanley Wealth Management (MSWM). Morgan Stanley Wealth... ...than 16,000 financial advisors. Our financial... ...level coverage and grows the market share through...SeniorPrivate
- ...the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact... ...analysis and testimony in legal matters involving banking, lending practices, and financial regulations. The ideal candidate will have deep...SeniorPrivate
$115k - $120k
Senior Associate, Corporate Finance | Dallas, TX (Salary Range: $115,000-$120,000 base... ...in a fast-paced environment; real estate private equity experience is strongly preferred,... ...enhance consistency, scalability, and best practices across reporting workflows. Contribute...SeniorPrivateImmediate start- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...SeniorPrivateLocal area
- ...retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993... ...as a Barron's Top 40 RIA in 2024. SUMMARY: The Senior Wealth Planner is a critical member of Allworth's Wealth...SeniorPrivateFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- ...At Oliver WymanOliver Wyman's Private Equity team in North America are... ...the achievement of the team.Practice Groups: Financial Services, Consumer... ...York, Chicago, DallasRoles: Senior Consultant and AssociatesThe... ...business. We want to build, grow and shape the environment around...SeniorPrivateWork experience placement
- ...at Oliver WymanOliver Wyman's Private Equity team in North America is... ...the achievement of the team.Practice Groups: Financial Services, Consumer... ...York, Chicago, DallasRoles: Senior Consultant and AssociatesThe... ...business. We want to build, grow and shape the environment around...SeniorPrivateWork experience placement
$200k - $250k
...Join to apply for the Senior Wealth Advisor role at District Partners Get AI-powered advice on this... ...by a nationally recognized, rapidly growing wealth management platform that is expanding... ...share strategies, resources, and best practices in a growth-minded environment. What...SeniorImmediate start$130k - $152.5k
...gaps, and tailor findings to the needs of private equity, legal, and executive... ...-level summaries. You will also support senior team members in proposal development and... ...executive-ready narratives that support practical decision-making.Cybersecurity Frameworks...SeniorPrivateWork at officeWork from home3 days per week$154.5k - $302k
..., law firms, banks and private equity firms on their most... ...& Restructuring practice focuses on our clients’... ..., hedge funds, pension advisors and owners/developers.What... ...-service team. The Tax Senior Director will supervise... ...well as the ability to grow technically. Excellent...SeniorPrivateFull timeWork at office- ...an exciting opportunity for a Senior Transmission Line Permitting... ...Our EPP team serves numerous private industry and public utility energy... ...and entitlement work for our growing line of work with energy... ...worldwide, internal technical practice network through which you can...SeniorPrivateWork at officeLocal areaWorldwideFlexible hours
$141k - $205k
...field, or equivalent practical experience.7 years of... ...banking, venture capital, private equity , or corporate... .... You'll provide senior level management with... ...operating and capital budgets growing year over year.The TI... ...important partner and advisor to the business....SeniorPrivate$200k - $225k
...Description The best advisors are more than portfolio managers — they... ...is seeking an experienced Private Wealth Advisor to serve high- and ultra... ..., and to build an enduring practice around the clients you are most... ...serving. You will own and grow a book of client relationships...PrivateWork at office$171.6k - $338.3k
...pitfalls, and implement practical solutions before,... ...corporate strategic buyers and private equity investors And... ...partner and apply to this Senior Manager role today!... ...clients include asset, wealth, and investment advisers... ...opportunities and connect and grow through mentorship....SeniorPrivateLocal areaVisa sponsorship
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