Senior Relationship Banker & Trusted Financial Advisor
Simmons Bank
Simmons Bank in Fort Worth, TX is looking for a Relationship Banker to grow and retain client relationships while delivering an exceptional banking experience. You’ll assess financial needs and present tailored solutions from our product suite, building trust and helping clients reach their goals. The ideal candidate is customer-focused, sales-driven, and comfortable working with a broad range of people. NMLS licensing is required; MS Office skills and a team-oriented mindset complete the #J-18808-Ljbffr Simmons Bank
- Frost in Texas seeks a Trust Advisor III to administer a portfolio of complex trust accounts... ...and care. You will build client relationships, guide junior staff, and ensure compliance... ...Frost offers a stable career in a legacy financial institution. #J-18808-Ljbffr FrostFinancialSenior
- Northern Trust Corp in Fort Worth, TX is seeking a Senior Portfolio Advisor to manage high net worth investment accounts. This role involves developing personalized... ...in a company committed to providing excellent financial services. #J-18808-Ljbffr Northern Trust CorpFinancialSeniorFlexible hours
- Simmons Bank in Fort Worth, TX is hiring for a customer-facing banking position. You will help customers open and close accounts, promote the bank’s resources, and guide clients through digital and branch services. The role requires at least one year of relevant experience...FinancialBank staff
- ...Senior Wealth Advisor Apply ( locations Charlotte, NC Dallas/Ft.... ...4647 Are you a Certified Financial Planner (CFP®) with a passion... ...giving, and corporate trust services. They also manage... ...of business management and relationship management. ~ Experience...FinancialSeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- About Northern Trust:Northern Trust, a Fortune 500 company... ...recognized, award-winning financial institution that has been... ...service.At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-... ...sensitive personal trust relationships and individual investors...FinancialSeniorFull timeWork experience placementLocal areaFlexible hours
- About Northern Trust:Northern Trust, a Fortune 500 company, is... ...globally recognized, award-winning financial institution that has been in... ...Northern Trust, the Sr. Relationship Advisor manages complex fiduciary... ...sophisticated clients. As a senior member of the service team,...FinancialSeniorFull timeWork experience placementFlexible hours
- ...About Northern Trust: Northern Trust, a Fortune 500... ...recognized, award-winning financial institution that has been... ...At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-... ...sensitive personal trust relationships and individual investors with...FinancialSeniorWork experience placementLocal areaFlexible hours
$91k - $321.5k
...Growing as a strategic advisor, you leverage your... ...the owners of PwC. As a Senior Manager you are expected... ...on tax and financial planning- Thorough technical... ...coaching others- Developing relationships within PwC and sharing... ...a secure and trusted workplace for all.Applications...FinancialSeniorFull timeH1bRemote work- JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Fort Worth, TX. You will advise families on building, preserving... ...and an institutional platform to deliver holistic, goals-based financial strategies and exceptional client experiences while expanding...FinancialSeniorLocal area
- A leading financial advisory firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with substantial investment needs. Responsibilities include onboarding clients and driving new business in a collaborative environment. Candidates...FinancialSenior
$100k - $250k
A growing financial services firm is seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and servicing high-net-worth clients. Candidates should have 7+ years of relevant experience, a four-year degree, and a CFP designation. Responsibilities...FinancialSenior- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...advice and building long-term relationships with clients. The role partners closely... ...and families to develop personalized financial strategies and help clients make the...FinancialSenior
- A financial advisory firm is seeking a professional to manage and strengthen client relationships within an existing book of business. The candidate will ensure high-quality service... ...as familiarity with financial planning software. #J-18808-Ljbffr Exencial Wealth AdvisorsFinancialSenior
- A leading financial services firm is seeking a Senior Home Lending Advisor in Fort Worth, TX. In this role, you will leverage your mortgage lending expertise to guide clients towards homeownership. You will mentor branch teams, assure compliance with regulations, and significantly...FinancialSenior
- ...wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The... ...role involves supporting new client relationships, maintaining client information,... ...attention to detail, and relevant financial services experience. Join a team dedicated...FinancialSenior
- ...Sales. Unified by decades of trusted performance and expanded... ...Precise Systems is hiring an Advisor, Senior to support a U.S. Navy... ...chain, manpower/training, and financial management). AI-enabled approaches... ...processes and management relationships. Identifies and recommends...FinancialSeniorContract workTemporary workWork experience placementLocal area
- JPMorgan Chase in Fort Worth, TX, seeks a Senior Home Lending Advisor to guide clients toward homeownership... ...support clients and collaborate with bankers to deliver an exceptional customer... ..., and the ability to analyze financial data to recommend suitable products....FinancialSenior
- Frost in Texas invites you to join as a Personal Banker I, the first point of contact for customers. You’ll deliver friendly... ...teller tasks with integrity. You’ll build lasting relationships, contribute to a trusted banking experience, and grow your career in a company with...
- ...Regular full-time team member to provide industry-leading client service in person and by phone, expanding client relationships and delivering financial solutions. Cross-trained to perform teller duties as needed, you will contribute to branch targets through consultative...FinancialSeniorFull time
- Northern Trust Corp in Fort Worth seeks a Senior Relationship Advisor to manage complex fiduciary and wealth management client relationships. This role ensures high-quality fiduciary services, leads goal-driven client conversations, and collaborates effectively with professional...Senior
- ...of America in Fort Worth, TX, is seeking a client-focused financial advisor to help clients plan toward their short- and long-term financial... ...emphasizes prudent risk control, referrals, and ongoing relationship development with existing and prospective clients in a fast...FinancialTemporary work
- ...regional community bank with the full financial capabilities to meet the unique needs... ...in empowering our associates to be a trusted advisor while providing them with the... ...how they wish to bank. As a Relationship Banker (RB), you will be responsible for building...FinancialNight shift
- ...and free access to certified financial professionals who are here... ...Serves customers by providing trusted banking advice, processing a... ...customer experiences and relationships; and promotes the Bank's culture... .... Serves as a trusted advisor by connecting people to...FinancialContract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- ...Position Information Job Title Financial Aid Advisor Position Summary The... ...to groups of high school seniors, parents and current students, either... ...privacy regulations. - Reliable judgment, trusted discretion, strong interpersonal skills...FinancialWork experience placementLocal area
- ...Certified Financial Advisor Apply ( locations Dallas/Ft. Worth, TX... ...Certified Financial Advisor and Senior Certified Financial Advisor... ..., and maintain long-term relationships with clients. Partner with... ...and loyalty. Apply trust and estate planning knowledge...FinancialFull timeWork at officeRemote workRelocationMonday to Friday
$100k - $250k
...seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm.... ...all facets of investments, taxes and trust and estate planning. Responsibilities... ...of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals...Financial$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...are important to accelerate trust and help them stay on track.... ...Key Responsibilities Build relationships to create new clients via...FinancialTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...· Investment & Advisory Services · Trust Services · Retirement Solutions · Business... ...to help them achieve their goalsGrow relationships with clients to support them through...FinancialFull timeContract workFor contractorsWork at office- ...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “... ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage...FinancialSeniorLocal area
- ...combining passion, customer focus, and cutting‑edge technology, Simmons Bank empowers associates to become trusted advisors who help customers navigate every financial life stage. Essential Duties and Responsibilities Share and recommend the bank’s full range of resources...FinancialNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Banker & Trusted Financial Advisor. Be the first to apply!
- personal banker Fort Worth, TX
- private banker Fort Worth, TX
- relationship consultant Fort Worth, TX
- education counselor Fort Worth, TX
- day camp counselor Fort Worth, TX
- child care counselor Fort Worth, TX
- summer camp counselor Fort Worth, TX
- career counselor Fort Worth, TX
- clinical counselor Fort Worth, TX
- rehabilitation counselor Fort Worth, TX


