Personal Banker I: Trusted Advisor & Teller
Frost
Frost is seeking a Personal Banker I in Dallas, Texas, to serve as the first point of contact for customers. The role requires exceptional customer service skills and a commitment to integrity in banking operations. As a Personal Banker I, you will educate customers on financial products and provide support for account issues. Benefits include medical, dental, vision, and 401(k) matching, along with generous paid time off. #J-18808-Ljbffr Frost
- Frost is seeking a Personal Banker I in Dallas, Texas, to be the first point of contact for customers and deliver an exceptional banking experience. The ideal candidate will possess strong customer service skills and a desire to foster long-term relationships. The role...Suggested
- 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...Suggested
$110.25k - $235.81k
UMB Financial Corporation is seeking a Private Wealth Trust Sales Advisor (PWTSA) to build and manage client relationships with ultra-high net worth clients. The role focuses on trust administration and developing extensive networks to provide financial solutions for high...Suggested- 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...SuggestedFull time
- 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...Suggested
- ..., compliance, and client engagement to deliver high-quality service. Qualified candidates should possess a minimum of five years in trust administration or estate planning, along with a Bachelor’s Degree. A proactive approach and strong client communication skills are essential...
- CORDA Investment Management, LLC in Dallas, Texas is seeking a dedicated Financial Advisor to enhance client relationships and provide personalized investment guidance. This full-time role emphasizes collaboration with a skilled team to deliver comprehensive wealth management...Full time
- ...Responsibilities include administration oversight, client engagement, and business development. Candidates should possess extensive trust administration experience, technical expertise in fiduciary law, and a proactive approach to client solutions. The ideal applicant will...
$37.49k - $71.92k
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling... ...questions, and listen to establish trust and build lasting relationships You have... ...are We are more than a company. We are advisors, consultants, problem solvers, friends,...Local areaFlexible hoursAfternoon shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions ·... ...providing a great client experience Build personalized, holistic financial plans tailored to every...Full timeContract workFor contractorsWork at office$85k - $145k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping... ...include: Functioning as the primary trusted advisor to a book of 150-250 Wealth Path... ...Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$45k - $100k
...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...and why they are important to accelerate trust and help them stay on track. Edward Jones... ...that you need to balance your personal and professional lives - the best of both...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their... ...Our client experience revolves around a personal financial plan and includes advice on all... ...relationships with clients by earning trust, thoroughly understanding client needs, providing...Full timeWork at officeLocal areaRemote workFlexible hours$24 - $26 per hour
...tangible impact on their educational journey? As a Financial Aid Advisor , you'll be the friendly guide that students and their... ...About Us: It's all about reputation. 60 years of experience, trusted by 35+ industry-leading brands, 16 campuses, and 16 technical programs...Hourly payImmediate startFlexible hours$140k - $175k
...firm in Dallas, TX. They are seeking a high-caliber Financial Advisor with the presence, polish, and ambition to step into a true growth... ...a long-term #2, but rather as a future #1- who naturally earns trust, commands a room, and is motivated to build and lead. Key...$45k - $75k
...Financial Advisor – Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust...Local area$70k - $120k
...Financial Advisor Transition Consultant At RBC, our culture is deeply supportive and rich in opportunity and reward. In this role... ...progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We...Full timeFlexible hours$64.2k - $116.4k
...opportunity In the Engagement Business Advisor (EBA) - Senior Associate role, you will... ...engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting... ...client serving roles to work together in person 40-60% of the time over the course of an...Contract workWork experience placementSummer holidayWork at officeFlexible hours$150k
...Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Are you ready to make a significant... ...surrounding you with opportunities for personal growth. Our Employee Benefits Package... ...to build successful, collaborative, and trusting relationships Instinctive aptitude...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...empowering lives of service and faith. Provide personal, actionable and achievable advice and... ...throughout generations based on trust and understanding, with the ability to serve...
$23.8 - $26.45 per hour
...Virtual Financial Advisor Hybrid Dallas, Texas Bring your skills to a deeply purposeful... ...skills to connect with clients, build trust, and provide tailored recommendations that... ...Meet with clients virtually to provide personal, actionable and achievable advice and connect...Hourly payFull timeWork at officeLocal areaRemote work3 days per week- ...work resonates with you, we’d love to connect! The Financial Advisor will work directly with high-net-worth clients in a collaborative... ...environment. This role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance...Permanent employmentFull timeWork at office
- ...description: Serve as primary relationship advisor for high net worth and ultra-high net... ...and solutions. Utilize objective and sound personal financial planning and financial advisory... ...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services...Full timePart timeWork at officeLocal areaShift workDay shift
- We are seeking a Wealth Advisor to join a rapidly growing, high-performance wealth management firm supporting clients in the $1M+ range.... ...follow-up and communication with prospects and clients, building trust and long-term relationships. Stay current on financial markets,...Full timeWork at office
- ...Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high... ...and solutions. Utilize objective and sound personal financial planning and financial advisory... ...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services...Work at officeLocal area
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial... ...financial planning support. Develop personalized investment strategies and deliver financial... ...client satisfaction and loyalty. Apply trust and estate planning knowledge to help...Work at officeRemote workRelocationMonday to Friday
- Position: Financial Advisor II - Dallas Market | Division: BWSI WorkDays: Monday - Friday... ...owned banks in Texas with offerings in personal and private banking, wealth management,... ...affluent strategy. The FAII serves as a trusted advisor, delivering expert financial advice...Monday to Friday
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...Investment & Advisory Services Trust Services Retirement Solutions Business... ...providing a great client experience Build personalized, holistic financial plans tailored to every...For contractorsWork at office- ...Northwestern Mutual is dedicated to providing personalized financial planning to create a lifetime... ...long-term care insurance, annuities, trusts, and investment solutions, with over $12... ...empowers a growing network of financial advisors across the U.S. while maintaining...Full time
$48k - $100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... ...pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Work at officeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker I: Trusted Advisor & Teller. Be the first to apply!

