Trading Specialist: High‑Net‑Worth & Derivatives (Dallas)
moomoo
A leading financial services firm in the United States is seeking a Trading Specialist to enhance customer trading experiences. The ideal candidate will engage with clients using various communication methods, addressing their trading-related inquiries. This role requires strong proficiency in Mandarin and essential FINRA licenses. Successful applicants will join a dynamic team committed to customer satisfaction, and enjoy comprehensive benefits including medical coverage, retirement savings contributions, and performance-based bonuses. #J-18808-Ljbffr moomoo
$70k - $80k
...will offer cryptocurrency trading to retail investors in a... ...and innovation. Trading Specialist Office Location: Dallas, TX About the Team & Role... ...complex trading strategies, derivatives, and investment... ...strong relationships with high‑net‑worth customers, acting as their...High net worthWork at officeLocal areaRemote work$50k - $70k
...Inc.: Offering a data‑rich trading platform, we provide unparalleled... ...Associate Office Location: Dallas, TX About the Team & Role:... ...complex trading strategies, derivatives, and investment... ...maintain strong relationships with high‑net‑worth customers, acting as their primary...High net worthWork at officeShift work- Role Overview We are seeking experienced Lead Qualification Specialists to engage prospective high-net-worth customers who have expressed interest through digital or other approved lead-generation channels. The specialist will create a premium first impression, understand...High net worthFull timeWork at officeShift workAfternoon shift
- BCL Legal is seeking a Private Wealth Associate based in Dallas for a Global Am Law 100 firm. The candidate will bring 2-4 years of high net-worth estate planning experience, work with wealthy families and family office structures, and handle trusts and estates administration...High net worthWork at office
- ...develops and manages relationships with high-net-worth individuals, their families, family... ...United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami,... ...accounts including structured products and derivatives Outstanding analytical skills; ability...High net worthWork at office
$21.5 - $41 per hour
...Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members... ...Office Suite (Word, Excel, PowerPoint)Highly detail oriented and focused on accuracyStrong... ...WI Janesville; USA WI Milwaukee; USA TX Dallas 14555 Dallas Parkway; USA PA Clarks...Full timeWork at officeLocal areaRemote workWorldwide$88.92k - $134.86k
...Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members... .../ AV / Security Consultants, relocation Specialists.Level bids and prepare award... ...SummaryLocation: USA TX Frisco; USA TX Houston 500 Dallas St; USA PA Remote; USA PA Lancaster; USA...Full timeContract workFor contractorsWork at officeLocal areaRemote workWorldwideRelocation- Serve as the primary point of contact for a portfolio of personal lines and high-net-worth clients Provide excellent client service, including policy changes, billing questions, coverage inquiries, and problem-solving Perform annual renewal and account reviews, identifying...High net worthWork at office
- Overview Job Posting Title: HIM Specialist (Dallas) Location: Dallas - Hospital Additional Posting Details: Monday - Friday 8:00am - 4:30pm Responsibilities... ...as business requirements dictate. Qualifications & Skills High school diploma or equivalent and minimum of one‑year...Work at officeImmediate startMonday to Friday
- ...for Children is seeking a Health Information Management (HIM) Specialist in Dallas. The role involves maintaining comprehensive medical records,... ...and managing file organization. Ideal candidates will have a high school diploma and healthcare experience, with preference...
- ...banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex... ...be required to come to meetings as needed. WORK LOCATION 16000 Dallas Pkwy., Ste. 125 Dallas, Texas 75248 EQUAL OPPORTUNITY EMPLOYER...High net worthFull timeTemporary workBank staffLocal areaRemote workHome office
$100k
...Best is seeking a Total Rewards Specialist to administer and improve the... .... Provide responsive, high-quality support to employees... ...kinds of industries, as well as trade associations, nonprofits, educational... ..., family trusts, and high-net-worth individuals. Since our firm’s...High net worthTemporary workWork at officeLocal areaWork from homeFlexible hours$105k - $169.45k
...firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly... ...practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and...High net worthFull timeLocal areaWorldwide$60k - $80k
...experience Knowledge of Microsoft Excel, Word and related software Experience using Applied Agency Management System (TAM or EPIC or AMS 360) is strongly preferred. Experience with high net worth clients is a plus All inquiries will be kept confidential...High net worth$74.9k - $98.99k
.... Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International... ...practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits...High net worthLocal areaWorldwide$116.69k - $200.04k
...Sales Relationship Manager, Personal Trust, where you will help high-net-worth clients navigate complex wealth planning and fiduciary... ...deepen long-term partnerships. You’ll work closely with internal specialists and community partners while building a meaningful impact...High net worthFull time- The People Of: Professional Services is looking for an experienced Tax Associate with M&A focus to join their Dallas, TX office. This role involves advising on complex M&A transactions and working closely with major financial institutions and private equity clients. The...Work at office
$245k - $320k
Private Wealth Associate, Dallas We have a role for a Private Wealth Associate based in Dallas with a Global Am Law 100 law firm. Ideally the team are looking for 2-4 years of experience in high net-worth estate planning at a nationally or regionally recognized Trusts...High net worthWork at office- Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with...High net worthWork at officeRemote work
- ...Merchandiser Specialist General Information Company: PRE-US Location: RHINELANDER, Wisconsin, 54501 Ref #: 103303 Function: Merchandising... ...to meet you: Have strong attention to detail and take pride in high-quality work. Are tech-savvy and comfortable using mobile apps...Part timeSecond job
- ...Description Job Description Presidents Club Sports curates high-impact business environments through access to the worlds most... ...glove hospitality experiences that empower executives and high-net-worth individuals to strengthen relationships, close transformative deals...High net worth
$21.5 - $41 per hour
...firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International... ...Outlook and Microsoft Office Suite (Word, Excel, PowerPoint) Highly detail oriented and focused on accuracy Strong organization...Work at officeLocal areaWorldwide$101.23k - $172.36k
ABOUT US RBC Rochdale partners with financial advisors and their high‑net‑worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help...High net worthRemote work$37.44k - $52k
...from vendor. Required Qualifications: Six to twelve months parts experience or training, heavy duty truck experience preferred Effective oral and written communication skills. High School Diploma or Equivalent Valid Wisconsin Drivers License / insurable...Full timeApprenticeshipFlexible hours- ...possess excellent problem solving and leadership skills. This position often requires travel and extreme professionalism within the high net worth realm of claims. Strong organizational skills are a must! Experience working in the insurance industry or around a high-end...High net worthLocal areaNight shift
- Job SummaryThe Community Engagement and Support Specialist is a relationship-oriented, community-based, outreach-focused position that is responsible for helping secure community relationships and financial support for our programs and general operations, including outreach...Full timeWork experience placementLocal areaWeekend work
- Job Description: A freight forwarding specialist is an individual who is specifically involved... ...of goods. Position Overview Empire Trading Logistics, a leading provider of comprehensive... ...customs regulations, and maintaining high levels of customer satisfaction. Key Responsibilities...
- ...at Fifth Third Bank. GENERAL FUNCTION: Serves as a banking specialist for high net worth and ultra high net worth client relationships Provides... ...consulting with your talent acquisition partner. LOCATION - Dallas, Texas 75201 Attention search firms and staffing agencies:...High net worthWork at office
$93.1k - $173.4k
...target sales expectations. You will have the opportunity to utilize existing networks, a mid-sized list of account leads and insights derived from research and relationship engagements to gain business or interest from small, nuanced or manifold potential accounts in a...Minimum wageLocal areaNight shift- ...works for our clients, with highly experienced bankers who... ...(PTO) Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano... ...Leverages the specialists on their team including the... ...solutions to affluent or high net worth individuals or families...High net worthImmediate startDay shift
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