Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor & Trust Officer

Broadway Bank

A Texas-based financial institution is seeking a Wealth Advisor/Trust Officer III in Austin. This role involves managing fiduciary relationships, growing assets, and providing exceptional service to clients. Candidates should possess strong fiduciary knowledge and experience in financial planning. A 4-year degree and certifications in financial planning are highly regarded. The position offers opportunities for career development and a supportive work culture focused on employee well-being. Competitive benefits and a commitment to diversity are emphasized. #J-18808-Ljbffr Broadway Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Trust Officer in Austin, TX vacancy
  • Position: Wealth Advisor/Trust Officer III - Austin | Division: Wealth Management Services | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth... 
    Suggested
    Monday to Friday

    Broadway Bank

    Austin, TX
    2 days ago
  • A leading financial services firm in Austin, Texas, is seeking a Senior Trust Officer to manage complex personal trusts and provide exceptional customer service. The role involves collaborating with various teams to meet client needs and ensure compliance with legal standards... 
    Senior

    BOK Financial Corporation

    Austin, TX
    4 days ago
  • A leading Texas bank in Austin seeks a Wealth Advisor/Trust Officer III to manage fiduciary relationships and grow portfolios. The role involves delivering exceptional client experiences, educating partners on wealth capabilities, and executing strategies for current and... 
    Suggested

    Broadway Bank

    Austin, TX
    2 days ago
  •  ...us ****@*****.***. Senior Trust Officer Areas of Interest: Trust Pay...  ...enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make...  ...Specialty Asset Managers, and external advisors to define clients’ requirements including... 
    Senior
    Local area

    BOK Financial Corporation

    Austin, TX
    4 days ago
  • $80k - $95k

    Bumble Inc. in Austin, Texas, is looking for a Senior Compliance Specialist to handle complex, high-risk cases related to data privacy and compliance operations. You will work with Legal and Privacy teams to uphold regulatory standards and ensure member safety. Ideal candidates... 
    Senior

    Bumble Inc.

    Austin, TX
    3 days ago
  •  ...Healthcare difference where colleagues are trusted, valued members of our healthcare team....  ...your application for the opportunity below:Senior Clinical Operations LiaisonSt. David's...  ...will collaborate with the Chief Nursing Officer and/or Chief Operating Officer, department... 
    Senior
    Full time
    Temporary work
    Part time
    Flexible hours

    St. David's Medical Center

    Austin, TX
    12 hours ago
  • A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant... 
    Senior

    BOK Financial Corporation

    Austin, TX
    4 days ago
  •  ...The Senior Compliance Analyst role is an integral function with the...  ...team, working across multiple offices and departments to meet compliance...  ...of documentation such as trust agreements, articles of organization...  ...Act of 1933, Investment Advisors Act of 1940, Investment Company... 
    Senior

    MicroVentures

    Austin, TX
    12 hours ago
  • $51.48k - $124.17k

    UMB Bank in Austin, Texas, is looking for a Corporate Trust professional to support compliance through account reviews and monitoring. The role requires at least three years of experience in Corporate Trust or a related area. You will utilize systems like Excel for document... 

    UMB Bank

    Austin, TX
    1 day ago
  • $51.48k - $124.17k

    Overview UMB’s Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and producing account summaries and reports as needed. This team is essential to our success in ensuring... 
    Local area
    Flexible hours

    UMB Bank

    Austin, TX
    1 day ago
  • $55k - $151.47k

     ...reliability, scalability, and alignment with PwC standards. As a Senior Associate you will analyze complex problems, mentor others, and...  ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the... 
    Senior
    Full time
    Work experience placement
    H1b
    Remote work

    PwC

    Austin, TX
    1 day ago
  • $74k - $118k

    A healthcare compliance company in Austin is seeking a Senior Compliance Analyst to manage compliance programs, lead initiatives, and perform incident management. This role requires a bachelor's degree and 5 years in compliance within healthcare or PBM. Candidates should... 
    Senior
    Remote work

    Prime Therapeutics

    Austin, TX
    1 day ago
  • LifeWorks of Austin, TX is seeking an Institutional Giving Officer to secure and grow revenue from foundations and corporations. This full-time role involves managing a portfolio of funders and collaborating with various teams to align funding opportunities with LifeWorks... 
    Senior
    Full time

    lifeworksaustin.org

    Austin, TX
    1 day ago
  • We are seeking an experienced Senior Major Gift Officer to join our team. This dynamic and passionate individual will focus on creating connections and inspiring high-level supporters, all while strategically meeting aggressive fundraising goals for APA!’s lifesaving mission... 
    Senior

    Austin Pets Alive! - Hybrid in Austin, TX

    Austin, TX
    4 days ago
  • A prominent utility company in Austin, Texas, seeks a Senior Analyst/Analyst in Rates & Regulatory Affairs. The role requires complex financial analysis for regulatory filings, maintaining compliance with state and federal regulations, and developing strategies for rate... 
    Senior
    Flexible hours

    Liberty

    Austin, TX
    2 days ago
  • LifeWorks of Austin, TX is seeking an Institutional Giving Officer to secure and grow revenue from foundations and corporations. This full-time position involves managing a portfolio of funders, developing compelling proposals, and collaborating with various teams to align... 
    Senior
    Full time

    Lifeworks-Austin

    Austin, TX
    3 days ago
  • $90k

    Phase2 Technology in Austin, Texas is looking for a Senior Contract Officer within the Office of Sponsored Projects. In this role, you will be responsible for managing sponsored project contracts and agreements, negotiating terms, and ensuring compliance with university... 
    Senior
    Remote job
    Contract work
    Work at office

    Phase2 Technology

    Austin, TX
    12 hours ago
  • Charles Schwab Corporation is looking for a Senior Manager of Zero Trust Operations based in Austin, Texas. This individual will lead the response...  .... A collaborative work environment emphasizes in-office cooperation to foster innovation and responsibility. #J-1... 
    Senior
    Work at office

    Charles Schwab Corporation

    Austin, TX
    12 hours ago
  •  ...Parexel, we are driven by a shared mission to help bring life-changing therapies to patients globally. As a Regulatory Intelligence Senior Consultant, you will serve as a key strategic partner to clients, delivering timely, high-quality regulatory intelligence that... 
    Senior
    Local area
    Immediate start
    Remote work

    PAREXEL

    Austin, TX
    7 days ago
  • Sanmina-SCI Systems de México is looking for a Compliance Analyst in Austin, Texas. The role encompasses ensuring compliance with Sarbanes-Oxley legislation, evaluating internal controls, and collaborating on user certifications within an ITAR facility. Ideal candidates...
    Senior

    Sanmina-SCI Systems de México

    Austin, TX
    4 days ago
  • $74k - $118k

     ...Senior Compliance Analyst (Hotline and Incident Management) - RemoteThe Senior Compliance Analyst assists in the implementation of Prime...  ...related documentation for reporting to the Chief Compliance Officer, Prime's senior leadership team, executives, Corporate Compliance... 
    Senior
    Work experience placement
    Local area
    Remote work
    Visa sponsorship
    Work visa

    Prime Therapeutics

    Austin, TX
    1 day ago
  • $200k

    A leading global insurance broker is seeking a Senior Wealth Advisor in Austin, TX. This hybrid role focuses on generating leads and developing comprehensive wealth plans for high net worth clients. Ideal candidates will have over 7 years in financial services and a Bachelor... 
    Senior

    HUB International

    Austin, TX
    4 days ago
  • * Bachelor's or master's degree.* Six (6) years of experience in contract management, preparation, processing, and negotiation of contracts and/or grant administration experience.* Demonstrated experience in contract preparation, including drafting of terms (e.g. intellectual...
    Senior
    Full time
    Contract work
    Work at office
    Local area

    University of Texas

    Austin, TX
    1 day ago
  • Farm Credit Bank of Texas is looking for a SOX Compliance Analyst in Austin, Texas. The ideal candidate will be responsible for assisting in internal control processes, ensuring compliance with SOX, and collaborating with various departments. Required qualifications include...
    Senior
    Flexible hours

    Farm Credit Bank of Texas

    Austin, TX
    4 days ago
  • Charles Schwab is seeking a Senior Manager, Zero Trust Operations in Austin, Texas. This role requires 5+ years of cybersecurity experience and focuses on leading Zero Trust service incidents, implementing changes, and enhancing operational processes. As a technical authority... 
    Senior

    Charles Schwab

    Austin, TX
    4 days ago
  • Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will... 
    Senior

    Mariner

    Austin, TX
    17 days ago
  • A leading technology company is seeking an experienced SAP Security Professional in Austin, Texas. The role focuses on designing and implementing SAP Security solutions while collaborating with stakeholders to ensure compliance and manage security risks. The ideal candidate...
    Senior

    Apple Inc.

    Austin, TX
    3 days ago
  •  ...electronic medical records (EMR) system (e.g., Athena)* Prior experience working in a remote environment* May work around standard office conditions* Repetitive use of a keyboard at a workstation* Climbing of stairs* Lifting and moving objects* Occasional weekend, overtime... 
    Senior
    Work at office
    Local area
    Remote work
    Afternoon shift

    University of Texas at Austin

    Austin, TX
    12 hours ago
  •  ...Specialist (Legislative Liaison) in Austin. This role involves senior-level consultative work, acting as a liaison between the agency...  ...offers various benefits including medical insurance and professional development opportunities. #J-18808-Ljbffr Texas General Land Office
    Senior
    Work at office

    Texas General Land Office

    Austin, TX
    4 days ago
  •  ...the medical technology industry forward through transforming patient care and creating better patient outcomes. Job Title: Senior Regulatory Affairs Specialist Reports To: Regulatory Affairs Manager Location: Austin, TX Job Title/High Level... 
    Senior
    Full time
    H1b
    Local area

    Enovis

    Austin, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor & Trust Officer. Be the first to apply!