UNKNOWN

FEED

Within our Tax practice, you will focus on validating clients'' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .

YEAR

<p>PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.</p>

<p>PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy,  human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.</p>

<p>Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.</p>

PricewaterhouseCoopers LLP

Asset & Wealth Management Tax Manager

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As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

Investment Phone Specialist - JPMorgan Wealth Management / Plano, TX

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

J.P. Morgan Wealth Management - Retirement Desk Team Lead, Vice President

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

Apex Fintech Solutions LLC

HR Business Partner

FULL_TIME

Serve as the First Responder to event alerts triggered when monitored applications, hardware, services, procedures, jobs, and file transmissions reach a pre-defined threshold that indicates an exception which must be responded to and resolved. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Endpoint Support Technician II

[AW]-iCims

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Client Service Associate - Non-Registered

Apex Fintech Solutions

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APEX Fintech Services

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

Identify and engage with potential clients-including law firms, private equity sponsors, wealth advisors, corporate legal teams, and c-suite professionals-to understand needs and align solutions with the Valuation and Forensic services practice area. We are seeking a Director of Business Development to drive growth within our Valuation and Forensics practice, with a primary focus on business valuation, real estate appraisal, commercial litigation, dispute consulting, and investigative services.

Armanino McKenna LLP

Business Development Director, Fraud & Forensics

As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue and asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley

Business Development Manager

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Services

Svp, Technology Risk & AI Governance

Responsibilities: Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience Responsible for the account establishment process by preparing, opening and processing new client paperwork Accountable for ensuring key client information and documentation is up to date Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies Responsible for facilitating money movement requests, account research, data entry, client onboarding/offboarding Responsible for resolving client issues and processing various account maintenance requests in a timely manner Strategically partner with the Wealth Advisory team and other team members to research information needed to prepare documents for client meetings Establish and maintain ongoing relationships with clients. Qualifications: 3+ years client-focused operations experience required, preferably at an RIA, broker/dealer or similar firm Confidence to work directly with senior leaders and high-net worth clients Proven success solving problems and working under pressure in a fast-paced environment Reliable, organized and deadline driven Dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work Previous experience with Salesforce and multiple custodial relationships a plus Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required Knowledge of office administrator responsibilities, systems and procedures.

BakerAvenue

Client Service Associate

The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. What You Will Do: Associate Tax Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways: Serve as a tax planning expert in partnership with the Senior Tax Strategists to uncover, understand, and articulate tax planning needs.

Edward D Jones & Co LP

Associate Tax Strategist- High Net Worth

u003ch2u003eu003cstrongu003eThe Roleu003c/strongu003eu003c/h2u003enu003cpu003eYou'll be the operational backbone of a growing Bee Cave-based advisory practice led by a 30+ year industry veteran. Let's talk!u003c/strongu003eu003c/pu003e.

Farther Finance

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.u003c/pu003enu003ch3u003eYour

Client Experience Associate

u003ch3u003eThe Roleu003c/h3u003enu003cpu003eAs a Senior Financial Planner on the Financial Planningu0026nbsp; team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services.

Senior Financial Planner

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.u003c/pu003enu003ch3u003eYour

Senior Client Experience Associate

Build strong working relationships with the Investment Strategy Product Group and stay closely aligned to product strategy, roadmap priorities, launch timing, target users, and commercialization plans. Strong knowledge of investment products and portfolio construction, with experience in areas such as structured notes, options, high-yield cash, model portfolios, Direct Indexing, alternatives, or related strategies.

Altruist Corp

Senior Product Specialist, Sales

Technology Media Telecommunication (TMT) - Works with technology companies, telecommunications providers, media organizations, and high-tech firms to accelerate innovation, improve customer success outcomes, and drive platform adoption at scale (Direct experience with Media Cloud strongly preferred). We are looking for candidates who have experience supporting customers in one or more of the following industries: Financial Services (FINS) - Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform.

Wealth Advisor Jobs in Dallas, TX

Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLP

Investment Phone Specialist - JPMorgan Wealth Management / Plano, TX JPMorgan Chase & Co

J.P. Morgan Wealth Management - Retirement Desk Team Lead, Vice President JPMorgan Chase & Co

HR Business Partner Apex Fintech Solutions LLC

Endpoint Support Technician II Stifel

Client Service Associate - Non-Registered Stifel

HR Business Partner Apex Fintech Solutions

HR Business Partner APEX Fintech Services

Salesforce Delivery Lead - Financial Services Accenture Plc

Business Development Director, Fraud & Forensics Armanino McKenna LLP

Business Development Manager Morgan Stanley

Svp, Technology Risk & AI Governance LPL Financial Services

Client Service Associate BakerAvenue

Associate Tax Strategist- High Net Worth Edward D Jones & Co LP

Client Service Associate Farther Finance

Client Experience Associate Farther Finance

Senior Financial Planner Farther Finance

Senior Client Experience Associate Farther Finance

Senior Product Specialist, Sales Altruist Corp

Customer Success Manager - Core (Sales & Service) Clouds Salesforce.com, Inc.

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