- UpvoteDownvoteShare Job
- Suggest Revision
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
$145,000 - $180,000 a yearFull-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
We provide mentorship, training and education through our flagship accelerator programs and as a 501c3 charitable loan fund, we invest integrated capital (debt, equity, and grants) in women and BIPOC-led businesses that create economic power and build community wealth.
$200ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Chief Operating Officer of a PE-backed white-collar professional services company: A senior operations executive and trusted advisor with a proven track record within rapidly growing, private equity-backed, buy-and-build environments.
$200Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Provides management and guidance through effective communication related to carrying out trust administration activities. Experience in using trust accounting and management software, preferably TrustDesk (FIS product.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients’ assets.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Progressive experience in a compliance role within the financial services industry, preferably at a Registered Investment Advisor (RIA) firm or fiduciary. Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients near or in retirement.
ExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
$150Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.
$45,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Dallas GEDI Initiative (Gender, Equity, Diversity, and Inclusion) is a safe, collaborative space where the diverse needs of our refugee clients can be discussed and efforts can be made to implement positive change with their needs in mind.
Part-timeExpandUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The position can be based in either Dallas, Texas or NYC. Responsibilities include understanding, monitoring and anticipating the risks of Equity portfolios, engaging investment teams / senior management / internal committees to ensure risks are fully assessed and understood, undertaking quantitative projects to analyze portfolio risk and enhance portfolio construction, and help shaping the direction of the risk oversight process.
$130,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Employees thrive at Langan, a firm that embraces and promotes diversity, equity and inclusion; prioritizes wellbeing, health and safety; encourages volunteerism and philanthropy; offers workplace flexibility, along with carbon neutral office spaces; and empowers individuals to contribute their skills and knowledge to make impactful contributions.
Full-timeExpandUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.
Full-timeExpandApply NowActive JobUpdated Today
wealth management financial advisor equity and inclusion jobs in Dallas, TX
FEATURED BLOG POSTS
6 Store Management Resume Tips (with Example)
A retail store manager's job responsibilities aren't easy. Regardless of the parent company's size, it is the store manager's duty to ensure ALL store-related operations run smoothly. Because being an effective leader in retail management can be tough, it is automatically assumed that getting a job is even tougher. But even though the job responsibilities can be tasking, landing a retail store manager position is a little easier... but only if you have the right tools. Most companies do not expect prospective store managers to have a sophisticated educational background. Instead, they select people with convincing skill-set and experience. So, how do you convince recruiters that you're the best candidate for the job? Start by writing a compelling retail store management resume!
Operations Job Titles for Entry, Mid, and Senior-Level Positions
An operations team can take on many functions within a business. With wide-ranging responsibilities come wide-ranging job titles. This means that you have to be more vigilant in your job search. On one hand, the perfect job might be hidden under a title you might not expect. Meanwhile, operations titles that you’re used to looking at may mean something different at a given organization depending on their structure.
How to Automate Your Job Search
The internet is ripe with career professionals urging you to be aggressive in your networking and application strategies to land a job. But at what expense? Your sanity? Peace of mind? Energy? Free time? When the job search gets overwhelming—as it inevitably will—leverage automation to take the most tedious tasks off your plate. Here are seven ways to do it.
How To Request Accommodations at Work (According to Someone Who’s Done It)
Doing a job for eight hours a day, five days a week is exhausting for anyone. But for those with a disability or chronic pain, it can be especially taxing—something must change. Asking for reasonable accommodations at work can feel tricky, especially if you’re new to the job. Under the Americans with Disabilities Act (ADA), physical disabilities, health conditions, and symptoms of mental health are all valid workplace accommodations. When you request accommodations, it means that your condition is impacting your ability to perform at work.
How to Write a Property Manager Resume
Property management experts have a variety of responsibilities, such as ensuring the safety and durability of commercial and residential buildings. During recruitment for such a position, recruiters assess your skills first-hand. This begins with how well you organize and tailor your property management resume. In other words, they can't afford to bring you onboard if your resume does not impress them.
Finally! Answers to 9 Job Search Questions You've Been Wondering About
There’s no college course on how to job search effectively. If schools offered “Job Searching: 101,” we wouldn’t have to write this article. Unfortunately, there’s nothing straightforward about a job hunt, and researching the best job searching methods is basically limited to sourcing peer advice and internet articles. Don’t worry; we’ve got your back. Here are definitive answers to the most common questions you’ve been dying to ask.
How to Successfully Make a Career Change in the New Year
The beginning of a new year is often a time for reflection and introspection. Millions of people use this time to come up with new resolutions to help them live happier and healthier lives. Pursuing our career ambitions is among the top five, right up there with exercising more and eating better.