UNKNOWN

FEED

With a focus on processing vendor invoices and employee reimbursements in Ramp, our AP system, as well as taking part in closing our books, this role ensures seamless payable operations while contributing to process improvements and system optimizations. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Farther Finance Advisors LLC

Accounting Associate

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Farther

GreenHouseAPI

The ideal candidate combines a strong understanding of financial transactions, excellent analytical capabilities with the ability to support both advisors and internal stakeholders in delivering an exceptional billing experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Billing Associate

OTHER

Tyree & D’Angelo Partners (“TDP”) is a private equity investment firm with offices in Chicago and Dallas that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. The Company is a rapidly growing Registered Investment Advisor (“RIA”), focused primarily on delivering fee-based comprehensive wealth management services to high net worth and mass affluent customers.

Tyree and D'Angelo Partners

Chief Compliance Officer

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As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

YEAR

Deloitte

Investment Management - Business Strategy Manager

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As an independent control function and part of the firm's second line of defense, Compliance assesses the firm's compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm's responses to regulatory examinations, audits and inquiries. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

The Goldman Sachs Group Inc

Compliance, Asset Management ("AM") Compliance, Associate, Dallas

As a key contributor to the Schwab Advisor Services BCE organization, the Senior Project Manager, Operations and Technology Consulting Support will partner closely with our Technology, Operations, Cyber and AI Consultants to support the delivery of immersive Digital Modernization Consulting Engagements to our largest and most complex RIA clients. This role will also help lead the creation, enhancements, and ongoing management of program content and resources, including scalable tools, guides, worksheets, exercises, and other consulting assets that support both immersive client engagements and broader application of the program.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Sr Project Manager, Operations & Tech Consulting Support

Job Responsibilities: Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions; Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation.

RSM US LLP

Tax Partner- Family Office

The Client Service Associate supports financial advisors with high-level administrative and operational tasks, coordinates client meetings, manages account and service requests, and ensures smooth office operations. Exhibit working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, and charitable giving practices.

HOUR

Wealth Enhancement Group LLC

Client Service Associate

A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

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.

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.

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

Tax Senior Manager - Private Companies

Private Partnership Solutions (Pps) - Tax Senior Associate

As the Chase Auto High Net Worth Concierge Director within Chase Auto Direct, you will lead the build-out and ongoing management of a new High Net Worth Auto Concierge capability that provides a premium, scalable, and controls-focused acquisition and fulfillment experience for high-value Chase and J.P. Experience in auto lending, direct-to-consumer lending, private client servicing, affluent / HNW client segments, dealer services, mortgage fulfillment, wealth-adjacent lending, or executive escalation management.

JPMorgan Chase & Co

Chase Auto High Net Worth Concierge Director

The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.

Private Bank - Alternative Investment Specialist - Vice President

Job Responsibilities: Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. As a family office tax partner, you will be responsible for growth and leading tax engagements, advising on tax matters, deepening client relationships, developing teams while delivering innovative solutions that address the complex needs of our clients.

Tax Partner - Global Family Office Enterprise

You will advise partners across Wealth Management and broader firm stakeholders, helping us deliver products and services responsibly while balancing business priorities with legal and regulatory risk. As an Insurance Attorney, Vice President, Assistant General Counsel in Wealth Management Legal, you provide practical, solutions-oriented legal guidance on annuities, life insurance, property and casualty insurance, and related regulatory matters.

Assistant General Counsel - Insurance Attorney - Vice President

Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. As a family office tax partner, you will be responsible for growth and leading tax engagements, advising on tax matters, deepening client relationships, developing teams while delivering innovative solutions that address the complex needs of our clients.

As a Senior Manager, Tax Planning Specialist, you'll serve as a trusted subject matter expert helping high-net-worth individuals, families, and business owners navigate sophisticated tax planning opportunities. Through ongoing collaboration, knowledge sharing, and professional development, you'll continue expanding your expertise in advanced tax strategies, wealth planning, client consultation, and cross-functional partnership.

Sr Manager, Tax Planning Specialist

Job Description: This job is responsible for facilitating, managing, and originating client/prospect opportunities across a Line of Business (LOB), connecting the Global Commercial Bank, Investment Bank, and Global Wealth Management teams to deliver the full suite of enterprise products and services. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America

LMO - Enterprise Relationship Specialist- Dallas

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Possess a deep understanding on a variety of topics such as safe harbor designs, equity plan types, PEPs/MEPs, fiduciary support, participant education, managed accounts, payroll integration, financial wellness, and retirement income solutions along with understanding competitor capabilities and Schwab's differentiators in these areas. The role partners closely with external sales executives, relationship managers, internal product owners, sales operations, consultant relations, advisors, and plan sponsors to build a robust sales pipeline and advance opportunities through the sales cycle.

Wealth Advisor Jobs in Dallas, TX

Accounting Associate Farther Finance Advisors LLC

Accounting Associate Farther

Billing Associate Farther

Billing Associate Farther Finance Advisors LLC

Chief Compliance Officer Tyree and D'Angelo Partners

Investment Management - Business Strategy Manager Deloitte

Compliance, Asset Management ("AM") Compliance, Associate, Dallas The Goldman Sachs Group Inc

Sr Project Manager, Operations & Tech Consulting Support The Charles Schwab Corp

Tax Partner- Family Office RSM US LLP

Client Service Associate Wealth Enhancement Group LLC

Tax Senior Manager - Private Companies PwC

Private Partnership Solutions (Pps) - Tax Senior Associate PwC

Chase Auto High Net Worth Concierge Director JPMorgan Chase & Co

Private Bank - Alternative Investment Specialist - Vice President JPMorgan Chase & Co

Tax Partner - Global Family Office Enterprise RSM

Assistant General Counsel - Insurance Attorney - Vice President JPMorgan Chase & Co

Tax Partner- Family Office RSM

Sr Manager, Tax Planning Specialist The Charles Schwab Corp

LMO - Enterprise Relationship Specialist- Dallas Bank of America

Business Development Consultant for Workplace Services The Charles Schwab Corp

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