Financial Advisor Jobs in Dallas, TX

Unlock potential by leading customer migrations to CoCounsel Tax. This role involves cross-functional collaboration, program leadership, and customer enablement to ensure a smooth transition from lega...

Drive customer migration and adoption efforts for CoCounsel Tax by leading cross-functional teams, ensuring smooth transitions from legacy platforms, and implementing strategies to enhance user readin...

Analyze and develop compliance programs for diverse investment sectors, ensuring adherence to U.S. securities laws. Leverage critical thinking and strong problem-solving skills to guide clients throug...

Elevate your career by developing compliance programs for diverse investment sectors. Collaborate with clients and regulatory bodies to ensure adherence to key U.S. securities laws while supporting va...

Empower business success by driving the design, implementation, and optimization of Workday Financials solutions, focusing on Foundation Data Model (FDM) to align financial strategies with operational...

Join a team that's committed to elevating compliance standards and supporting clients in the investment sector. Utilize your expertise to develop programs, assist during regulatory exams, and enhance...

Advance your career by driving M&A transactions and strategic advisory solutions. Leverage client management and business development skills across various industries while mentoring junior bankers in...

Join a dynamic investment banking team focused on executing M&A transactions and driving revenue growth. Leverage your extensive client management and deal execution expertise across diverse sectors w...

Join us to lead and grow our dynamic Vendor Legal team, managing operations and team priorities while fostering collaboration. Engage with cross-functional partners to optimize vendor agreements and d...

Join a dynamic team to drive financial excellence by overseeing accounting processes, enhancing compliance, and refining workflows with automation. Collaborate cross-functionally and mentor junior sta...

Unlock potential by leveraging your mortgage expertise to drive rapid loan closings, enhance client relationships, and utilize cutting-edge technology to streamline operations for success in a remote...

Elevate your career by leading sales initiatives, building client relationships, and implementing strategic goals in a dynamic regional team that focuses on community banks and credit unions while dri...

Champion the development of robust client relationships in community banks and credit unions by executing sales strategies, leading regional initiatives, and mentoring team members to exceed targets a...

Deliver strategic sales leadership to cultivate client relationships in community banks and credit unions, driving revenue growth and achieving sales goals through effective team coordination and mark...

The Senior Fund Accountant is responsible for providing comprehensive accounting services, including the preparation and processing of financial transactions and statements. This role involves analyzi...

Shape your career by leading significant accounting projects, enhancing client processes, and ensuring accurate financial reporting. Collaborate with a dynamic team to deliver top-tier financial insig...

Empower clients by managing accounting projects, enhancing processes, and delivering tailored financial insights. Collaborate with teams to ensure seamless onboarding and month-end closes for diverse...

Serve as a pivotal SAP finance specialist, enhancing operations within SAP environments by validating configurations, troubleshooting, and supporting finance processes, ultimately driving efficiency a...

Drive strategic insights by leading financial analytics and reporting for Commercial Real Estate, partnering with stakeholders to enhance decision-making and performance within the Commercial Banking...

Drive exceptional client relationships while overseeing outsourced CFO/Controller services. Engage in hands-on investment operations and lead project initiatives for hedge funds and private equity cli...

Join a team that's driving enterprise initiatives across functions to enhance project delivery. Collaborate with stakeholders and lead complex projects to ensure alignment, transparency, and value rea...

Join a team that's committed to delivering insightful financial due diligence and advisory services. Collaborate with industry experts to assess and enhance transaction value, driving impactful outcom...

The Licensed Life Insurance Sales Agent will guide customers through the life insurance buying process, educating them on products and ensuring a transparent experience. This role involves engaging wi...

Champion strategic initiatives and drive international expansion through financial insights, collaboration, and innovative solutions that enhance business performance and achieve growth targets across...

Innovate cloud-native data and AI platforms to elevate Treasury analysis and operations. Lead the design and development of solutions that enhance decision-making and productivity while ensuring scala...