2mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Plano, Texas, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; experience in wirehouse, IBD, bank, or RIA; CFP/CFA preferred; bachelor\u0002s preferred; strong communication and sales orientation.
1mo
Save
Mark Applied
Hide
Compliance Advisor - Privacy
Columbus or Frisco or California or Colorado or New York or Washington or Maryland or District of Columbia or Illinois or New Jersey or Vermont or Ohio or Maine or Connecticut or Virginia or United States
$98k-$177k/yr HybridFull Time
8+ YOE8+ years in consumer credit/banking compliance, HS/GED minimum; Bachelors preferred. CIPP, CAMS, CRCM (preferred); subject matter expertise in compliance, risk, or privacy; strong analytical and strategic advising skills; U.S. work authorization required.
2mo
Save
Mark Applied
Hide
Financial Advisor III
Plano, Texas, United States
OnsiteFull Time
5+ YOEProvide financial planning and advice; build client relationships; market Frost banking and brokerage products; meet licensing and education requirements.
Microsoft Office
2mo
Save
Mark Applied
Hide
Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
1mo
Save
Mark Applied
Hide
Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
1mo
Save
Mark Applied
Hide
Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
10+ YOEBachelor in a financial field required (master's preferred), 10+ years in finance/banking/insurance, strong Excel and MS Office skills, P&C license mandatory or ability to obtain, strong communication and analytical skills.
Microsoft Office, Microsoft Excel
19h
Save
Mark Applied
Hide
Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
2mo
Save
Mark Applied
Hide
Senior Home Lending Advisor - Hurst TX
Frisco, Texas, United States
OnsiteFull Time
3+ YOE3+ years mortgage lending and sales in retail banking; Bachelor's degree or equivalent; knowledge of FHA/VA/ FNMA/FHLMC guidelines; NMLS registration required.
3w
Save
Mark Applied
Hide
Private Bank Wealth Advisor III
Dallas, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 5+ years wealth management/financial advisory/sales experience, securities and life insurance licenses preferred, strong communication and multitasking skills.
Explore Jobs