Senior Private Wealth Advisor
Texas Capital Bank - Richardson
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 existing relationships, ensuring a top-notch client experience. Candidates with a Bachelor’s degree in finance or related field and prior experience in private banking are preferred. The position is full-time with a range of benefits. #J-18808-Ljbffr Texas Capital Bank
- 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
- 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...SeniorPrivateFull time
- National Life Group in Addison, Texas, is seeking an Associate/Senior Associate for Asset Based Finance to underwrite and manage investments in various asset sectors. This role requires strong analytical and financial modeling skills, with responsibilities including sourcing...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 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- ...Benefits: Path to Partnership Private Clubs and Offices Executive Coaching COI Partnership Network Marketing Platform... ...Outbound Support Referral Budget Job Summary The Senior Wealth Advisor role is designed for experienced professionals who have...SeniorPrivateRemote workFlexible hours
- 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
- Dormont Manufacturing Co, located in Dallas, Texas, is seeking a skilled banking professional to develop and manage financial relationships with high net worth clients. Key responsibilities include establishing client financial relationships, analyzing loan applicants, ...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 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
- 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
- A leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families on investments and financial planning while managing client relationships. Candidates...SeniorPrivate
$115k - $120k
Senior Associate, Corporate Finance | Dallas, TX (Salary Range: $115,000-$120,000 base + 10-30% bonus) Sage Search Partners is seeking... ...multiple deadlines in a fast-paced environment; real estate private equity experience is strongly preferred, and exposure to tools...SeniorPrivateImmediate start- ...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
- ...Senior Private Wealth Banker Dallas, TX, US, 75001 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc...SeniorPrivateLocal area
$73.5k - $139.7k
...practice is looking for skilled professionals to join us at the Senior Associate level. RSM’s FaaS practice blends to best of both... ...a public accounting firm, while at the same time operating in private company environments on a daily basis. We provide accounting, technology...SeniorPrivateFull timeWork experience placementInternshipWork at officeLocal area$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...SeniorPrivateWork experience placementLocal area- ...Senior Private Banker Make banking a Fifth Third better We connect great people to great opportunities... ...including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management... ...with the Wealth Management Advisor. Demonstrates highly developed sales,...SeniorPrivateWork at office
$130k - $185k
...mindset, we partner with CEOs, CFOs, Boards, Private Equity and Governments every step of the... ...of buy‑side and sell‑side transaction advisors bring deep sector expertise and functional... .... Your key responsibilities As a Senior Associate - Consultant with EY-Parthenon’...SeniorPrivateWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...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
- ...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: 987113SeniorPrivateFull timeTemporary workShift work
- Muf in Dallas, Texas is seeking a Senior Fund Accountant responsible for record keeping and financial reporting for private equity partnerships. The ideal candidate will ensure financial integrity and client satisfaction while reviewing and approving various teams' work...SeniorPrivate
- ...including migration and onboarding of new accounting system Candidate Qualifications: - 2-4 years professional experience - Private/Admin experience working with closed end funds (relevant real estate experience strongly preferred) - Real Estate experience...SeniorPrivate
$310k - $425k
...Dallas | Hybrid M&A (Private Equity) Senior Associate Attorney AmLaw 100 Opportunity A nationally recognized law firm is seeking a Senior Associate Attorney to join its highly regarded Mergers & Acquisitions and Private Equity practice in Dallas. This opportunity is ideal...SeniorPrivatePrivate practice- ...promote adherence to applicable state/federal laws and the program requirements of accreditation agencies and federal, state, and private health plans. Maintains and updates knowledge of sanitation, infection control, safety, supplies, equipment, appropriate...SeniorPrivateFull timeTemporary workNight shift
- ...promote adherence to applicable state/federal laws and the program requirements of accreditation agencies and federal, state, and private health plans. Maintains and updates knowledge of sanitation, infection control, safety, supplies, equipment, appropriate utilization...SeniorPrivateTemporary workImmediate startNight shift
- ...designed to provide high-quality, patient-centered care in a fast-paced environment. The unit features 20 double-occupancy rooms and 16 private rooms, supporting a diverse patient population with varying acuity levels. With dedicated and engaged leadership, the unit will...SeniorPrivateFull timeTemporary workShift work
- ...promote adherence to applicable state/federal laws and the program requirements of accreditation agencies and federal, state, and private health plans. Maintains and updates knowledge of sanitation, infection control, safety, supplies, equipment, appropriate utilization...SeniorPrivateFull timeTemporary workNight shiftRotating shiftDay shift
$310k
...Dallas | Hybrid Private Equity Senior Associate Attorney AmLaw 200 Opportunity Compensation $310,000 – $435,000+ A highly respected... ...deal processes, and coordinating with clients and outside advisors ~ Experience advising clients on general corporate...SeniorPrivateWork at office
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