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Wealth Management Jobs in Dallas

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United States
Posted On Jul 13, 26
Full-time 2 views
Practice Area:
Administrative Law Government - General
Job Tags:
criminal employee benefits FINRA Investment Banking investment management Litigation Securities wealth management
Practice Area:
Administrative Law Government - General
Job Tags:
criminal employee benefits FINRA Investment Banking investment management Litigation Securities wealth management

Job Title: Wealth Management Investigations Paralegal Job Responsibilities: -... Provide paralegal support for a team of attorneys handling internal investigations involving potential employee misconduct and inquiries from regulators and law enforcement at the state and federal level, including the SEC, FINRA, DOJ,...

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Posted On Jul 13, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Criminal Law - Defense
Job Tags:
FINRA fraud Government Investment Banking investment management Litigation Securities wealth management
Practice Area:
Criminal Law - Defense
Job Tags:
FINRA fraud Government Investment Banking investment management Litigation Securities wealth management

Job Title: Vice President, Wealth Management Investigations Attorney Job Responsibilities: -... Conduct and coordinate internal investigations involving potential employee misconduct, including serious violations of law or industry rules such as misappropriation, fraud, and insider trading, as well as internal violations of company...

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Posted On Sep 07, 26
Full-time 46 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Job Description Wealth Management, Private Wealth Management,... Division Consumer and Wealth Management Business Unit... PWM Sales and Marketing Employment Type Employee MORE ABOUT THIS JOB YOUR IMPACT Are you a quick-thinking self-starter with...

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Posted On Sep 07, 26
Full-time 33 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

in the areas of wealth management and financial planning.... This program, located in the Dallas Metro Area, offers participants a unique opportunity to gain real-world experience in a fast-paced, dynamic environment. Participants will be fully immersed in the day-to-day activities...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Title: Associate - Asset & Wealth Management, Private Wealth Management,... Family Office, Digital Estate Planning Job Responsibilities: - Serve as the primary contact for publishing and scaling the Digital Estate Planning solution, at the intersection of Wealth Strategy, Artificial Intelligence, and......

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Posted On Aug 13, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title Asset & Wealth Management Tax Director Job... initiatives for asset and wealth management clients. - Oversee... the preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and...

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Posted On Aug 27, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

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Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical knowledge...

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Posted On Aug 25, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

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Posted On Sep 09, 26
Full-time 1 views
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
asset management child entity formation family finance higher education Insurance Money Laundering mother private equity spectrum wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
asset management child entity formation family finance higher education Insurance Money Laundering mother private equity spectrum wealth management

Job Title: Asset Wealth Management Division (AWM) Legal... Associate/Analyst – Paralegal Job Responsibilities: The Asset Wealth Management Division (AWM) Legal... Associate/Analyst role is designed for individuals with a keen interest in alternative investments, finance, and law. The position involves direct collaboration with...

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Posted On Sep 09, 26
Full-time 7 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: - Design... with all aspects of wealth management, including asset protection... and gift and estate tax issues. - Deliver high-quality, personalized legal services with strong attention to detail. - Collaborate primarily with attorneys in the Financial...

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Posted On Jun 04, 26
Full-time 9 views Experience : 2-3 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
agreements asset management contracts due diligence Estate and Trust Government Litigation pleadings Privacy
Practice Area:
Trusts and Estates - General
Job Tags:
agreements asset management contracts due diligence Estate and Trust Government Litigation pleadings Privacy

Title: Sr. Estate and Trust Paralegal Job Responsibilities: The Senior Estate and Trust Paralegal is responsible for conducting legal research to support the organization's law-related initiatives and matters. The role involves working independently under general supervision to review and edit legal documents...

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Posted On Jul 07, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Criminal Law - Defense
Job Tags:
FINRA wealth management
Practice Area:
Criminal Law - Defense
Job Tags:
FINRA wealth management

and inquiries for the Wealth Management business. - Conduct internal... investigations involving potential employee misconduct. - Handle regulatory enforcement matters related to the company's broker-dealers, investment advisers, banks, digital platforms, and other entities, as well as company employees. - Independently manage a large...

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Posted On Jul 13, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Finance - Financial Services Regulation Administrative Law Finance - General Government - General
Job Tags:
employee benefits FINRA fraud Government Investment Banking investment management Litigation Securities wealth management
Practice Area:
Finance - Financial Services Regulation Administrative Law Finance - General Government - General
Job Tags:
employee benefits FINRA fraud Government Investment Banking investment management Litigation Securities wealth management

Title: Executive Director, Senior Wealth Management Investigations Attorney Job Responsibilities: The... Executive Director, Senior Wealth Management Investigations Attorney at... and inquiries for the Wealth Management business segment. This... includes: - Conducting and coordinating internal investigations involving potential employee misconduct, which may range from...

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Posted On Jul 15, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning,... charitable planning, and trust tax planning. - Communicate with strategic partners, including attorneys or law firms, to facilitate...

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Posted On Jul 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Finance - Structured Finance Corporate - General Finance - General
Job Tags:
acquisitions AML banking Bankruptcy Capital Markets Code of Conduct commercial real estate derivatives Energy equity equity financing family finance Foreign Exchange International Law Investment Banking lending mergers Money Laundering mortgages Rule 144A Securities securitization structured finance title wealth management
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Finance - Structured Finance Corporate - General Finance - General
Job Tags:
acquisitions AML banking Bankruptcy Capital Markets Code of Conduct commercial real estate derivatives Energy equity equity financing family finance Foreign Exchange International Law Investment Banking lending mergers Money Laundering mortgages Rule 144A Securities securitization structured finance title wealth management

Associate Director, Legal Counsel, Structured Finance Group Job Responsibilities: - Provide legal support to various securitization businesses, including Asset-Backed Securities (ABS), Commercial Mortgage-Backed Securities (CMBS), Residential Mortgage-Backed Securities (RMBS), and Collateralized Loan Obligations (CLOs). - Assist with coverage in the Structured Finance Group,...

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