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14 Jobs - Page 1 of 2 (00:00 seconds)

Senior Wealth & Estate Planning Leader — Advanced Planning

Company

Fidelity Investments |

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

Fidelity Investments is seeking a Vice President, Advanced Planning to serve as the subject‑matter authority for wealth management clients and their advisors. You will deliver targeted estate planning guidance or lead comprehensive planning engagements, supported by a Director and an Advanced Planning Analyst. You will travel 5–20% and work remotely within commuting distance of Texas investor centers, collaborating with teams to expand impact across the region. #J-18808-Ljbffr

Snaprecruit.com - ID: SD-APP-f44e1f78af8d47c5d5d6655014585a67db501acddb90e100cf758220ad5c1103

Job origin: APPCAST_CPC

Senior Wealth Planner for HNW Clients - Hybrid/Remote

Company

Location

Dallas, Texas, United States, Remote ( Remote Job ) |

Posted date

2 weeks ago | Remote

Huntington is seeking a Wealth Planner to provide financial planning services to clients with a net worth of $1-10M. This role requires 8+ years in financial planning and a Bachelor's degree, ideally with CFP designation. The Wealth Planner will develop financial strategies tailored to clients' needs while ensuring compliance with industry standards. This position is office-based but may have flexible work arrangements. Strong interpersonal and communication skills are essential. Join

Snaprecruit.com - ID: SD-APP-affc77d45b54ac7f59550b0726e41148e34e0064e64a81c3b25678fee93d9a1a

Job origin: APPCAST_CPC

Senior Wealth Strategist — HNW Estate & Planning Expert

Company

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

Edward Jones is seeking a Senior Wealth Strategist within Generations Consulting, a team in Private Wealth. You will partner with home office and third‑party experts to deliver the firm's APPS for high net worth clients, focusing on wealth management, estate planning, and tailored financial strategies. Candidates should have 9+ years of financial services experience, CFP (or in progress), Series 7/66, insurance license soon after hire, and a relevant Bachelor's degree. #J-18808-Ljbffr

Snaprecruit.com - ID: SD-APP-89506a11687bf80c04adf7b554c2bab9dc4dc2bf20ede8c8050640796e0216e9

Job origin: APPCAST_CPC

Senior Wealth & Investment Portfolio Manager

Company

0101 The Huntington National Bank |

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

Huntington National Bank in Dallas is seeking an experienced investment professional to manage medium to large, complex portfolios aligned with client objectives and corporate investment goals. You will monitor performance and adjust strategies in collaboration with clients. The role includes ongoing client service, supporting business development through joint calls, staying current on market trends, and mentoring junior staff as needed. #J-18808-Ljbffr

Snaprecruit.com - ID: SD-APP-293e5da302e0a0b9110a4fcc53bcb46a464255649db8b2f53bba6d538662a0e2

Job origin: APPCAST_CPC

Senior Wealth & Investment Portfolio Manager

Company

Huntington Bank |

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

2 weeks ago | Onsite

Huntington Bank seeks an experienced Wealth and Investment Portfolio Manager III to lead complex portfolios for high-net-worth clients in Dallas. You will monitor investment performance, devise strategies, and collaborate with business development to drive client success. In this role, you may supervise junior staff, stay current on market trends, and provide ongoing service to clients while supporting sales efforts with the advisory team. #J-18808-Ljbffr

Snaprecruit.com - ID: SD-APP-d6a8d2606be8b63cde74f61e3b9d4f4168bb877de278b992930d9b18ab8836cf

Job origin: APPCAST_CPC

Executive Director, Senior Wealth Mangement Investigations Attorney

Company

Morgan-Stanley |

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

3 weeks ago | Onsite

Senior Wealth Management Investigations Attorney – Executive Director (Dallas)DescriptionCompany ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 42 countries.As a market leader, the talent and passion of our people is critical to our s

Snaprecruit.com - ID: SD-APP-8eb80f8b20f918820c5d1b88df74268c44efcf49b4f93db8cc819a1984ef6817

Job origin: APPCAST_CPC

Senior Wealth Planner - Fiduciary for HNW Clients

Company

Madison Professional Group |

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

4 weeks ago | Onsite

Madison Professional Group is seeking an experienced Financial Planner in Dallas, Texas, to join a growing wealth management firm. This client-facing role requires strong expertise in retirement, tax, estate, and investment planning to assist high-net-worth individuals effectively. The ideal candidate will have a minimum of 5 years of financial planning experience, be comfortable leading planning conversations, and possess excellent communication skills. The firm offers a competitive salary and

Snaprecruit.com - ID: SD-APP-c4c6638729b72405d0ddf77558d467a58fe989e3d1dbf656296d99db70812535

Job origin: APPCAST_CPC

Senior Wealth Advisory Manager (Hybrid)

Company

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

1 month ago | Onsite

Overview As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm’s more sophisticated and affluent clients. These clients typically hold advised assets up to $5 million , and require highly personalized, strategic investment guidance. In this leadership role, you will: Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service. Oversee client engagement

Snaprecruit.com - ID: SD-APP-9cc9d87afdb9120c30dce6bb7ff08b7235179311a0f0d4eff2a40d96fbe95733

Job origin: APPCAST_CPC

Senior Wealth Client Relationship Leader

Company

Location

Dallas, Texas, United States ( 0 miles away ) |

Posted date

1 month ago | Onsite

TIAA is looking for a Wealth Client Relationship Manager in Dallas, Texas. The role focuses on managing and growing client relationships, providing customized financial plans, and leading a team to deliver exceptional service. Ideal candidates should have a university degree and at least 5 years of relevant experience, along with required FINRA registrations. A comprehensive understanding of investment strategies and client needs is crucial for success in this role. #J-18808-Ljbffr

Snaprecruit.com - ID: SD-APP-76b56becce135ce2c95ba83009c27da21e799fde6f5079dc6cf357c19a715523

Job origin: APPCAST_CPC

Senior Wealth Solutions Architect & GenAI Lead

Company

Location

Irving, Texas, United States |

Posted date

1 month ago | Onsite

Hobbsnews is seeking a Senior Solutions Architecture Lead to drive architecture strategy across Wealth Investments and AI-enabled platforms. Candidates should possess 10+ years of experience, focusing on modernizing investment platforms and integrating Generative AI into services. The ideal candidate will have strong leadership skills, deep knowledge in enterprise architecture, and proficiency in cloud-native designs. The role offers a competitive salary and various employee benefits, emphasizin

Snaprecruit.com - ID: SD-APP-5a158eab4b335feaed3ca7a6eba946b22adcf1b946960544641ca8c51081bfc4

Job origin: APPCAST_CPC

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