Position Summary The TRB Trust & Wealth Management Senior Advisor based in the Dallas Metroplex will be a proactive self-starter that enjoys the challenge of working with clients and prospective clients to design, implem…
Global Banking & Markets - Private Dept-TxB Ops Enablement-Dallas-Vice President
Dallas, Texas, United States · On-site
Senior$19B raised
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services t…
Ardurra is seeking a Water/Wastewater (Electrical / I&C) Engineering Intern to join our team in Dallas, TX. Primary Function Ardurra is seeking a Water/Wastewater Engineering Intern to join our team for the summer 2027. …
Tax Intern, International Tax Services - Summer 2028 (Dallas)
Dallas, Texas, United States · On-site
$32/hr–$45/hr
Entry level$1.3B raised
Job Summary: The Tax Intern, International Tax Services will utilize their educational background and organizational skills while taking direction from more experienced team members to become familiar with assisting in c…
Why become a Valuations Intern at Grant Thornton? Our clients rely on us to help them answer questions about value – value of their business, value of their assets and value of their financial instruments. By answering t…
Sr. Director, Head of Delivery Center Operations and Performance Management
Dallas, Texas, United States · Hybrid
$187k–$313k/yr
Senior+
Grant Thornton is seeking a Senior Director of Delivery Center Operations and Performance Management to join the team. Approved office locations can be found below. Role Overview The Sr. Director of Delivery Center Opera…
Transaction Advisory (aka Mergers & Acquisitions Advisory) encompasses all aspects of an M&A transaction from financial, tax and operational due diligence, to planning for and executing integrations and separations. Our …
Skills: Financial due diligence, M&A transactions, Data analysis, Financial modeling, Project management
Transaction Advisory (aka Mergers & Acquisitions Advisory) encompasses all aspects of an M&A transaction from financial, tax and operational due diligence, to planning for and executing integrations and separations. Our …
Skills: Financial due diligence, Mergers and acquisitions, Data analysis, Financial modeling, Project management
Discover your exciting role The Senior Talent Acquisition Partner serves as a strategic talent advisor and key driver of the recruitment process, ensuring the attraction, engagement, and hiring of top talent while delive…
Business Development Representative (Dallas, TX) You don't pay us. We pay you. SV Academy is hiring Sales Development Representatives. This is a full-time job that includes free sales training, a 90-day paid Residency at…
Who We Are VML is a leading creative company that combines brand experience, customer experience, and commerce, creating connected brands to drive growth. VML is celebrated for its innovative and award-winning human-firs…
Bilingual Business Development Associate (Portuguese)
Dallas, Texas, United States · Hybrid
Entry level
Our Company: ISN was established in 2001 and is a global leader in contractor and supplier management. We work closely with a variety of household-name clients in the US, Canada, Europe, Australia, Latin America, and the…
Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Smith Region of Modern Woodmen is actively seek…
Skills: Financial planning, Leadership, Client relations, Sales, Team development
*Must be located in the DFW area* Introduction: Join our dedicated team as a Design Engineer II – Natural Gas, where you will support critical natural gas infrastructure projects within our growing Public Improveme…
Skills: Natural gas distribution design, Plan review, Project coordination, Engineering calculations, Pipeline routing
Associate Director, Delivery Center Organization Effectiveness
Dallas, Texas, United States · Hybrid
$160k–$240k/yr
Senior+
Grant Thornton is seeking an Associate Director, Delivery Center Organization Effectiveness to join the team. Approved office locations can be found below. Role Overview The Associate Director, Delivery Center Organizati…
Skills: IT service delivery, Global operations, Managed services, Transformation programs, Portfolio management
Grant Thornton is seeking an Associate Director, Delivery Center Integration to join the team. Approved office locations can be found below. Role Overview The Associate Director, Delivery Center Integration plays a criti…
Skills: IT service delivery, Global operations, Managed services, Transformation programs, Stakeholder management
Company Description It all started when engineer Fred Luddy wrote code that automated a tedious task for his coworker, Phyllis. She cried tears of joy. That moment inspired Fred to build a company that could do that for …
Skills: IT Asset Management, IT Operations Management, Strategic Leadership, Consulting, ServiceNow Platform
Part-Time SMB Sales Manager – Cloud & AI Department: AWS Employment Type: Part Time Location: USA Description Emumba is looking for a high-energy, commercially driven SMB Sales Manager to help turn customer conversations…
Skills: Cloud infrastructure, AWS, Microsoft Azure, B2B sales, Lead qualification
Senior Governance Risk Compliance Analyst - Texas Behavioral Health Center
Dallas, Texas, United States · On-site
Senior
Senior Governance Risk Compliance Analyst Texas Behavioral Health Center Join our team and help launch the first state psychiatric hospital in Dallas-Fort Worth, where innovative caregivers will make a lasting impact on …
Company:Mercer Description: We are seeking a talented individual to join our Digital team at Mercer. This role can be remote. Mercer’s HR Digital Transformation practice is a certified multiple platform technology implem…
Skills: Program management, HR digital transformation, Workday, Strategic leadership, Stakeholder engagement
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Posted 11d ago
~40 hrs/week
Responsibilities
The Senior Advisor will design and manage discretionary investment portfolios while building and strengthening relationships with clients and banking partners. They will serve as the primary point of contact for wealth management clients and provide analytical research support to the broader team.
Requirements
Candidates must possess a bachelor's degree and at least 10 years of experience in a client-facing asset or wealth management role. A Series 65 license is required within 60 days of hire, and professional designations such as CFA or CFP are preferred.
Full job description
Position Summary
The TRB Trust & Wealth Management Senior Advisor based in the Dallas Metroplex will be a proactive self-starter that enjoys the challenge of working with clients and prospective clients to design, implement and monitor effective long-term investment portfolios. The Senior Advisor must be able to communicate effectively with team members and clients regarding financial planning and long-term investment strategies, support existing clients over the life cycle of an investment relationship, and work closely with area banking executives and centers-of-influence to develop new business. An effective Senior Advisor will be the first point of contact for wealth management clients across the North Texas region, supported by the broader trust and wealth management team, and will office at one of several TRB office locations around the metroplex.
Principal Duties and Responsibilities
Partner with bankers, Trust Officers and broader Client Service Team to initiate, build and strengthen client relationships
Design and manage discretionary portfolios for clients within the context of appropriate investment objectives and portfolio allocations
Monitor investment performance and asset allocation and review portfolios with clients regularly
Serve as an analytical resource to the wealth management team, to include equity, fixed income and alternative research and manager selection
Handle sensitive, confidential, proprietary information with discretion
Build relationships with bank branch employees to educate and communicate investment information in support of banking clients with investment needs
Other Responsibilities
Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures
Comply with federal and state regulations as well as all established Bank policies and procedures.
Other duties as assigned
Qualifications, Education and Experience Requirements
Bachelor’s degree required, preferably in business, finance, economics or related field
10+ years’ experience in a client-facing role in asset/wealth management
Genuine passion for investments, financial markets, and client outcomes
Knowledge of wealth management including portfolio construction, investments, trusts and financial planning
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community
CFA, CFP or progress toward designation preferred
Must have a clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements
Self-starter that can plan, execute and follow through with minimal supervision
The ability to discuss complex solutions in simple terms
Ability to work and remain composed in stressful circumstances
Ability to provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects
A team player that can work effectively with diverse teams across regions.
Comfort with an entrepreneurial and dynamic business environment
Microsoft Suite of applications proficiency
Must be able to be physically present in the Bank to perform job duties
Series 65 license required, or must be obtained within 60 days of hire
Texas Regional Bank is and Equal Opportunity Employer.
Texas Regional Bank is a privately owned institution that was founded in South Texas with the goal to bring a locally-owned, relationship style bank back to the communities we serve. TRB is committed to building a relationship with our customers by providing exceptional customer service, financial products, and mobile and online banking.
We offer services in trust, wealth management, mortgage, international banking, foreign exchange, economic development and public finance. Since our founding in 2010, TRB has grown rapidly to become the bank of choice for many in the markets we serve.
Mission Statement: To be the People You Know in the Communities we Serve.
Vision: Banking Texas, One Relationship at a Time
Offices: 6770 W. Interstate 2, Harlingen , Texas 78552, US · TX, Texas, US
BankingMortgageWealth Managementand International BusinessWealth ManagementFinanceFinancial ServicesBanking & Lending
Based on 968 listings with disclosed salaries, most consulting jobs in Dallas, TX pay between $65k–$201k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Dallas, TX right now?
There are currently 2,226 open consulting positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Dallas, TX?
Companies currently hiring include Capgemini, AECOM, Crowe, Goldman Sachs, H&R Block, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Dallas, TX?
Yes — 986 of the 2226 open consulting positions offer remote or hybrid work (343 remote, 643 hybrid).
How do I apply for Consulting jobs in Dallas, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.