Senior Planner- High Net Worth - Dallas

Your passion our purpose this could be powerful maybe the markets keep you up at night trusts are your forte or your idea of a perfect day at the office is a deep dive into equity research whatever your passion at Edward Jones it will have purpose · your work is meaningful becau ...

We partner for positive impact to improve the lives of our clients and colleagues, bettering our communities and society. · At Edward Jones it will have purpose. Your work helps people achieve protect their financial goals. · ...

Your passion will have purpose at Edward Jones where you help people achieve and protect their financial goals through client relationships. · Bachelor's degree required · CFP or CFA designation required · Active Series 7, 66 & 24 required or obtained within 6 months of hire · 11 ...

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. · ...

We are looking for a strategic thinker to join our High Net Worth team. The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders. · Partner with Financial Advisors to build relationships with High Net Worth clients. · ...

We partner for positive impact to improve the lives of our clients and colleagues, · and together better our communities and society.Your work is meaningful - because it has a singular focus: client relationships. · ...

+ High Net Worth clients using estate planning strategies such as Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts etc. + Deep understanding of financial planning concepts + Proficiency in using financial planning software + Ability to interpret res ...

We're looking for a passionate Estate Strategist with expertise in complex estate planning strategies including Spousal Lifetime Access Trusts, · Sales to Intentionally Defective Grantor Trusts, · Irrevocable Life Insurance Trusts, · Generational Skipping Tax Transfer (GSTT), gen ...

Hires, evaluates and supervises crew. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions. · ...

We've built a strong collaborative team deeply committed to our mission and purpose. Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger. · ...

Hires, evaluates and supervises crew members. Provides guidance and training to develop crew. · ...

A Top 50 CPA firm in the Fort Worth area is looking to add a HNW Senior Tax Manager or Principal to their team.This stable and growing firm offers its clients valuable knowledge and expertise in tax. · ...

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country,rénowned for our expertise in serving ultra-high-net-worth individuals and families. · ...

We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. · ...

Our client is looking for a Client Development Financial Services Vice President to join their firm in Dallas, TX office. · Responsibilities · Grow business from existing clients and referrals by providing holistic financial planning and portfolio service analysis · Call current ...

We are looking for a Client Development Financial Services Vice President to join our firm in Dallas, TX office. As a Client Development Financial Services Vice President, you will be in a specialized client-facing role focused on growing business from existing clients and referr ...

Our client is looking for an Investment Counselor to join their firm in Dallas as an investment advisor providing specialized approach focusing on high-net-worth clients. · ...

Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office as an Investment Counselor. · ...

A dynamic wealth management firm seeks a Senior Wealth Manager in Dallas to advise high net worth clients on comprehensive wealth management including tax planning. · sourcing business from custodial referral channelsadvising clients on comprehensive wealth management including t ...

As a dynamic tax company providing premium solutions for closely-held businesses, high-net-worth individuals, and investors, this role offers you the opportunity to leverage your expertise in optimizing client taxes while ensuring compliance through innovative technology and a de ...