Executive Director, Wealth & Investment Advisor
TwinThread
TwinThread is looking for an Investment Specialist - Executive Director in Dallas, TX. The role involves conducting investment reviews, providing investment advice to clients, and closing complex financial product sales. Candidates should have at least seven years of experience in the Financial Services industry and hold relevant licenses. The position offers a competitive rewards package, including a base salary and commission-based pay, alongside comprehensive health care and wellness benefits. #J-18808-Ljbffr TwinThread
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Executive Director, Wealth & Investment Advisor in Dallas, TX vacancy
- ...markets. You will use your knowledge of Investments, Credit and Banking to both advise current... ...allocation, investment management, wealth planning, credit and banking needs Generate... ...Asset Management provides individuals, advisors and institutions with strategies and...SuggestedTemporary workWork experience placementLocal area
Chase
Dallas, TX2 days ago - ...International Equity Investment Specialist The International equity investment specialist... ...with portfolio managers, client advisors, and many internal teams, including RFP,... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Suggested
Chase
Dallas, TX3 days ago - ...Investment Specialist We are actively looking for exceptionally talented individuals... ...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser... ...alternative investments Able to execute trades smoothly and seamlessly and...Suggested
Chase
Dallas, TX12 hours ago - ...Managing Director, IB // Consumer, Beauty & Wellness M&A At Portage Point Partners (Portage... ...(TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO)... ...(PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring...SuggestedInterim roleWork at officeRelocation
Portage Point Partners
Dallas, TX2 days ago - ...WE ARE At Bridgepoint Investment Banking, we're next-gen, impact... ...We're seeking Managing Directors in the Dallas area to join our... ...demonstrating exceptional deal execution, negotiation, and closing... ...exposure, and act as a strategic advisor to clients to help achieve...SuggestedWork at officeRemote work
Bridgepoint Investment Banking
Dallas, TX1 day ago $10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ..., you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to...Work experience placementWork at officeWork from homeFisher Investments
Balch Springs, TX1 day ago- ...Product Development Business Unit Asset & Wealth Management Locations 270 Park Ave,... ...of $2.4 trillion, is a global leader in investment and wealth management. Its clients... ...include: Working closely with Investment Advisors and Bankers in the U.S., as well as with...Full time
- ...your career to the next level. As an Investment Specialist you are responsible for... ...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser... ...and alternative investments Able to execute trades smoothly and seamlessly and...
$159k - $279k
...Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full... .... About this role: Wells Fargo is seeking an Executive Director, Commercial Real Estate Portfolio Management Senior Manager...Work experience placementWork at officeWells Fargo
Dallas, TX1 day ago- ...Government Relationship Executive You are customer focused, enjoy building relationships and providing financial advice to your clients... ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial...Local area
- ...Investment Platform Specialist (Morgan Money) Executive Director Morgan Institutional is the external-facing digital platform... ...Team J.P. Morgan Asset & Wealth Management delivers industry-leading... ...provides individuals, advisors and institutions with strategies...Local areaShift work
Chase
Dallas, TX2 days ago - Franklin Street is currently seeking a Managing Director to lead our Investment Sales Team in Dallas, TX. The ideal candidate must possess 7+ years of commercial real estate experience, specifically in Office Investment Sales. Experience with leading and motivating teams...
- A leading real estate firm in Dallas is seeking a Managing Director to lead their Investment Sales Team. The ideal candidate will have over 7 years of commercial real estate experience, specifically in retail investment sales, along with expertise in underwriting and team...
- A leading real estate firm in Dallas is seeking a Managing Director to lead their Investment Sales Team. The ideal candidate should have over 7 years of experience specifically in office investment sales, an active Real Estate license, and strong leadership abilities. Responsibilities...Work at office
- ...Job Title Global Alternative Investment Solutions Job Description J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global... ...will include: Working closely with Investment Advisors and Bankers in the U.S., as well as with clients...
- ...an Individual Financial Consultant in Dallas, Texas. This role provides retirement education and advice, helping clients navigate investment needs and ensuring a positive client experience. All necessary licenses must be obtained within 120 days of hiring. Candidates...
- ...clients across the country. We're investing in small businesses, fueling... ...position the value of Trust and Wealth capabilities. # Creates market... ...in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in...Work experience placementBank staffWork at officeLocal area
Bank OZK
Dallas, TX4 days ago $192k - $224k
A diversified financial services firm is seeking an Investment Associate or Senior Associate in Dallas. You will support a newly launched strategy for capital solutions to private equity sponsors, collaborating with a team on fund finance transactions. This role requires...$110k - $222k
...Job Description: The Role As a Director on the Alts Investor Operations and Oversight... ...team, you will lead the strategy and execution of scalable processes that support offering... ...processes for private alternative investment funds. You will play a critical role in...Contract workWork from homeFidelity Investments
Irving, TX12 hours ago- ...expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our...Immediate startDay shift
Texas Capital Bank
Dallas, TX4 days ago - ...increases in academic quality and impact. About the Position: This role is an on-campus, in-person position. The Executive Director, Family Philanthropy and Engagement serves as a vital strategic link between high-net-worth families of current SMU students...Work experience placementWork at officeLocal areaLong distanceWeekend workAfternoon shift
Southern Methodist University
Dallas, TX4 days ago - ...Real Estate Debt Strategies ("BREDS") investments across the globe. The company provides... ...and sector. Role Purpose: The Director will provide valuation support and related... ...other credit instruments Aid in the execution of the valuation control framework, including...Local area
Chelsea Senior Living
Dallas, TX3 days ago - ...We are seeking a director to focus on mid-market origination. ComCap focuses on companies with $10m+ in SaaS revenue or $5m+ in EBITDA across our sectors of expertise. Qualifications: ~10-15+ years of relevant experience, including significant success in the software...
ComCap Holdings LLC
Dallas, TX4 days ago - ..., collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront... ...market and liquidity risk exposures arising from trade execution and settlement activities in the clearing corporations and the...Temporary workRemote workFlexible hours
Dtcc
Dallas, TX3 days ago - ...Investment Analyst Or Associate Preston Hollow Community Capital (PHCC) is seeking a highly motivated, entry-to-junior level analyst... ...process, including origination, evaluation, structuring, and execution. The analyst/associate will assist senior management and members...Temporary workLocal area
Preston Hollow Community Capital
Dallas, TX2 days ago - ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...
- ...Director, Investment, Student Housing (Based in Dallas) Date: 10 May 2026 Location: Dallas, United States of America Company: Mapletree... ...high-performing investment team to originate, evaluate and execute strategic acquisitions and divestments across our 8,000-bed...
Mapletree Investments
Dallas, TX15 days ago - ...lending policies, procedures, and regulatory guidelines. Provide analytical support directly to the Chief Credit Officer and Chief Executive Officer to identify and measure credit risk and emerging trends within the Bank’s loan portfolio. Assist with various credit risk...Full timeTemporary workFlexible hours
- 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...
$120k - $140k
...offers a collaborative environment where strategy, analytics, creative, and media work closely together. About the Role The Director, Integrated Investment will lead integrated paid search and paid social strategies across channels, including Google, Bing, Meta, TikTok,...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Director, Wealth & Investment Advisor. Be the first to apply!
Related searches
- executive sales director Dallas, TX
- associate chief medical officer Dallas, TX
- chief scientific officer Dallas, TX
- chief academic officer Dallas, TX
- president & ceo Dallas, TX
- assisted living executive director Dallas, TX
- managing director of operations Dallas, TX
- solution executive Dallas, TX
- creative executive Dallas, TX
- technology executive Dallas, TX