Financial Advisor - Dallas-Fort Worth Metroplex

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. · Provide financial planning support to clients · Support investment professionals to cultivate client relationships · Prepare financial plans and check ...

Spectrum Financial Group is seeking experienced advisors who are motivated to grow their business while developing and mentoring a team. · ...

The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. · ...

This is a full-time hybrid role for a Senior Client Service Associate located in the Dallas-Fort Worth Metroplex, · with some limited work from home acceptable via laptop. · ...

We are seeking highly motivated individuals to join our dynamic team in Dallas, TX. · ...

A multi-entity family office with diverse holdings across operating companies, · real estate, · and philanthropic ventures is seeking an accomplished · Chief Financial Officer (CFO) · to oversee all aspects of financial strategy, · ...

We are seeking a full-time Trust Associate to join our team on-site in the Dallas-Fort Worth Metroplex. The role involves regular communication with clients and professionals to address inquiries and provide exceptional client service. · The Trust Associate will be responsible fo ...

Established and growing independent RIA serving ultra-high-net-worth clientele seeks a Client Service Associate to provide high-touch service and operational support to clients and advisors. · ...

This is a full-time hybrid role for a Tax Preparer located in the Dallas-Fort Worth Metroplex, · Preparing and filing accurate tax returns. · ...

This is a unique opportunity to help us grow our Loan Transaction Network. · ...

A fast-growing retirement advisory firm serving small and mid-sized businesses is seeking an Investment Content Writer & Strategist to join its investment team. · ...

CornerStone Professional Placement is seeking a Social Media Supervision Principal for a direct hire opportunity with a leading financial services organization headquartered in Fort Worth TX This is an on-site position offering a great opportunity to support regulatory and compli ...

Nationwide Financial busca un Regional Wholesaler para su equipo en Texas. · Se requiere experiencia en wholesaling financiero y conocimientos en productos anuities. · ...

We are seeking an exceptional Finance & Operations Associate to support core functions and processes. · This role is central to maintaining the accuracy, organization, and continuity of workflows across operating companies, · investment vehicles, trusts, and real estate holdings. ...

+Join a prominent organization at the forefront of the financial services industry. · + · +Develop and implement comprehensive talent acquisition strategies aligned with organizational goals. · + · +<ul style= ...

We are seeking an entrepreneurial motivated wealth manager to join our team. This opportunity will allow you to deliver personalized financial guidance while building strong long-term relationships and provide strategic planning solutions that help clients reach their financial a ...

The Fund Controller is responsible for overseeing all fund accounting, financial reporting and control functions across the firm's investment vehicles. · Oversee fund accounting for multiple investment vehicles (capital calls distributions NAV management fees waterfalls carried i ...

We are looking to add an experienced Regional Director to our dynamic and client-focused team. Recently named one of the best RIA firms, · we continue growing. Join us in delivering an unparalleled experience to our clients.Possess a desire to participate in the growth of an orga ...

The Corporate Controller will build and scale a world‑class accounting function, strengthen controls and governance, and play a key role in IPO readiness. · ...

We are seeking driven individuals to join our team of financial professionals in the Dallas-Fort Worth area. · ...