Senior Private Wealth Trust Advisor — IRA & Estate Specialist
Regions Financial
Regions Financial is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role will focus on acquiring and managing personal trust, estate, and investment management client relationships while providing advisory services. The ideal candidate will possess strong knowledge of fiduciary products and have eight years of relevant experience. This full-time position includes a competitive salary and incentive pay plans based on performance. #J-18808-Ljbffr Regions Financial
- 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...Private
- A leading financial institution is seeking a Private Wealth Trust Sales Advisor in Dallas. The role involves building and managing relationships with ultra-high net worth clients, ensuring exceptional service delivery, and identifying financial solutions. Successful candidates...Private
- ...UHNW Wealth Advisor, Senior Manager Do you enjoy developing experienced advisors to help them delight clients and create... ...suite of solutions including planning, investments, estate planning and trust solutions, private equity, and more. In this role, you'll bring...SeniorPrivateWork at officeRelocation package
- Husch Blackwell is looking for a Private Wealth Associate in Dallas with four to eight years of legal experience in private wealth. The role involves estate planning, trust administration, and collaboration with attorneys across offices. Ideal candidates will possess strong...Private
- ...area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding. Requisition ID: 988205SeniorPrivateWork at office
- 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...SeniorPrivateFull time
$96.29k - $144.45k
Baker Tilly US is seeking a Senior Consultant to join our Financial Advisory practice. This role involves providing due diligence and advisory services to clients, including private equity funds and corporate companies. Candidates should possess a Bachelor's degree in Accounting...SeniorPrivate- 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...SeniorPrivate
- A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws. ...SeniorFlexible hours
- Fairygodboss is seeking a Settlement Administration Associate in Dallas, Texas to assist with trust administration in Wealth Management Solutions. This role involves coordinating distributions, legal document review, and collaboration with internal partners. The ideal...
- Equiton is looking for a high-performing Senior Investor Relations professional in Dallas, Texas. This role focuses on engaging... ...investors, converting interest into capital commitments for private real estate investment opportunities. Candidates should have 5-10+ years...SeniorPrivate
$235k - $365k
A leading law firm is seeking a highly qualified Associate to join its Private Wealth Department in Dallas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning and demonstrate a strong commitment to client relationships. Responsibilities...Private- ...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
- JPMorgan Chase in Dallas, Texas, is seeking a Trust Administrator to join their Global Trusts & Estates Practice. The ideal candidate will have a Bachelor's degree... ...documents, and collaborating with clients and advisors. This position offers competitive compensation and...Senior
- A leading U.S. real estate management company, unique for its focus on commercial real estate, is looking to hire a Senior Manager, Real Estate Tax to their corporate tax team. The... ...tax appeal process for all managed and private properties Quarterly reporting - savings...SeniorPrivateFull timeImmediate start
$121.44k - $154.84k
...As a Financial Due Diligence Senior Associate, you’ll focus on middle‑market transactions, serving dynamic organizations with experienced... ..., providing carve‑outs and similar services to clients, private equity investors, and asset‑based lenders. Help organizations realize...SeniorPrivateWork experience placement- TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree...SeniorPrivate
$250k - $375k
Portage Point Partners is seeking an XFn Senior Associate in New York City. This role involves collaborating with clients and senior... ...degree, at least four years of experience in investment banking or private equity, and excellent presentation skills. The position offers...SeniorPrivate- JOB SUMMARY The Asset and Wealth Management Division (AWM) is looking to add a Senior Associate to its team in Dallas... ...dedicated support for the AWM Private Real Estate Investing platform. YOUR IMPACT... ...of experience as a Yardi Specialist/Administrator with the following...SeniorPrivateWork at office
- Morgan Stanley is seeking a Private Banker to join their Sales Team in Dallas, Texas. The ideal candidate will build product awareness... ...and provide cash management and lending solutions to Financial Advisors. Key responsibilities include developing strategies to retain business...SeniorPrivate
- J.P. Morgan in Dallas, Texas, is seeking a Private Banker to advise families on managing their wealth. The ideal candidate will maintain strong client relationships, provide tailored investment advice, and ensure adherence to all policies. Candidates need a Bachelor's...SeniorPrivate
- A prominent financial institution in Dallas, Texas seeks an experienced Private Banking Relationship Banker III. This role involves managing and developing profitable relationships with high net worth clients, focusing on loans, investments, and financial services. Ideal...SeniorPrivate
- ...J.P. Morgan Asset & Wealth Management, with client... ...services including trusts and estates, loans, mortgages and... ...managers for the Global Private Bank, and advising... ...internal investment specialists, and clients considering... ...with Investment Advisors and Bankers in the U....SeniorPrivate
- Fifth Third Bank in Dallas is seeking a Senior Private Banker to manage high net worth client relationships, offering deposit and lending expertise through collaboration with a team of specialists. The ideal candidate will have at least 8 years of experience in banking...SeniorPrivate
$121.44k - $154.84k
...As a Financial Due Diligence Senior Associate, you’ll focus on middle‑market transactions, serving dynamic organizations with experienced... ..., providing carve‑outs and similar services to clients, private equity investors, and asset‑based lenders. Help organizations realize...SeniorPrivateWork experience placementLocal area- 2026 Global Private Bank Full-time Advisor Program Launch your career... ...with customized wealth management solutions... ..., investment specialists, wealth advisors, and... ...lending, banking, and trust and estate planning. No client... ...training classes, our senior speaker series,...PrivateFull timeWork experience placementImmediate startVisa sponsorship
$125k - $250k
...Tax team with technical tax research, real estate transaction analysis, and advisory work.... ...real estate, REITs, real‑estate private equity, and debt fund clients, including... ...on experience level and falls within the Senior Associate to early Manager range. For New...SeniorPrivateWork at officeLocal area- ...organizations facing crisis and transformation. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises,...SeniorPrivate
$115k - $120k
Senior Associate, Corporate Finance | Dallas, TX (Salary Range: $115,000-$120,000 base +... ...Associate, Corporate Finance for a real estate investment management organization in Dallas... ...in a fast-paced environment; real estate private equity experience is strongly preferred,...SeniorPrivateImmediate start- ...worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.* Provide consultation on business and/or personal transactions (if applicable), and the related tax...Contract workLocal areaFlexible hours
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