Private Advisor Jobs in Dallas, TX

SIG Partners - Dallas, TX, United States

Firm Overview: Search Investment Group (“SIG”) is a Texas-based, lower middle market private equity investment firm and advisor to independent sponsors, search funds, and other acquisition

from: linkedin.com - 3 days ago

Jefferies - Dallas, TX, United States

Jefferies Private Capital Advisory is one of the pre-eminent advisors to financial sponsors and institutional limited partners on transactions involving the private equity secondary market

from: linkedin.com - 6 days ago

JPMorgan Chase Bank, N.A. - Dallas, TX (+2 locations)

and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning

from: JPMorgan Chase Bank, N.A. - 3 days ago

Hilltop Securities Inc. - Dallas, TX, United States

HilltopSecurities is currently looking to hire an Advisor Transitions Specialist. The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure

from: linkedin.com - 8 days ago

VWH Capital Management, LP - Dallas, TX, United States

”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management. The firm is the winner of the 2023 Private Equity Wire US Emerging Manager Award for Best

from: linkedin.com - 20 days ago

JPMorgan Chase Bank, N.A. - Dallas, TX (+1 location)

and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning

from: JPMorgan Chase Bank, N.A. - 8 days ago

Rockefeller Capital Management - Dallas, Texas

States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024. Position: A Private Wealth Advisor team within our Private Wealth Management business unit

from: resume-library.com - 8 days ago

RSM US LLP - Dallas, Texas

Development. Responsibilities: Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns Serve as a Career Advisor by training, developing, mentoring

from: resume-library.com - 5 days ago

Morgan Stanley - Dallas, United States

Responsibilities: • Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers • Embrace the Morgan Stanley Competitive

from: efinancialcareers.com - 12 days ago

Morgan Stanley - Dallas, Texas, USA

workload and scheduling. • Function as the escalation point for issues involving Private Bankers and Financial Advisors. • Oversee lead management for pipeline of new loan referrals. • Conduct call

from: Ivyexec.com - 18 days ago