23 banking advisor jobs at 11 companies in Wills Point, TX
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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.
3mo
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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
5d
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Sr. Private Client Advisor
Dallas, Texas, United States
OnsiteFull Time
10+ YOERequires 10+ years of relevant banking experience, 7 years of private banking preferred, bachelor's degree in finance or related field, sales experience, and complex investment solutions experience; MBA or CFA preferred.
1w
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Private Client Advisor II
Dallas, Texas, United States
OnsiteFull Time
12+ YOESeries 7, 63 and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience; high school diploma or equivalent required.
2mo
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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.
1w
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Private Client Advisor II
Dallas, Texas, United States
OnsiteFull Time
12+ YOERequires Series 7, 63 and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires business development, client advisory, sales, negotiation, and wealth planning skills.
2mo
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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
2w
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Special Advisor, Client Development - Transactional
Dallas or Houston
HybridFull Time
15+ YOEBachelor’s degree and 15+ years in business development, professional services, investment banking, consulting, corporate development, or related commercial leadership; executive presence and CRM, deal database, and market intelligence expertise.
CRM, deal databases, market intelligence tools, data analytics tools
1w
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Supvy Attorney Advisor (Assistant Director for Bank Advisory), NB-905-VII
Denver or Washington or Chicago or New York City or Dallas
$139k-$258k/yr OnsiteFull Time
Requires one year of specialized attorney experience, active bar membership, and a J.D. or LL.M. from an ABA-accredited law school. Experience in bank regulation, legal analysis, drafting, and attorney leadership is required.
FBI Rap Back, Microsoft Word
1mo
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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.
3mo
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Senior Home Lending Advisor - Dallas TX - South Preston Royal
Dallas or Plano
OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and retail banking sales; local real estate knowledge; strong communication; FHA/VA/FNMA/FHLMC knowledge
2d
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Senior Client Services Representative
Dallas or Denver
$70k-$85k/yr OnsiteFull Time
5+ YOEBachelor’s degree in business or related field with 5–7 years of related experience, or equivalent experience. Requires investment or banking experience, client service expertise, CRM, Salesforce, Tamarac Advisor Xi, and Microsoft Office knowledge.
Portfolio systems, CRM, Web-based applications, Microsoft Office Suite, Salesforce, Tamarac Advisor Xi
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