Investment Advisor Jobs in Prosper, TX

Join a dynamic advisory team focused on client relationships and investment management. Support external advisors by managing ongoing investment needs and enhancing client service, allowing them to co...

Lead comprehensive financial planning for diverse client portfolios, drive investment strategy, and cultivate strong advisor-client relationships while ensuring superior service and compliance...

Lead client relationships and financial planning initiatives, providing expert advisory support to high-net-worth individuals in retirement, tax, estate, and investment strategies with an emphasis on...

Accelerate client success at the intersection of wealth management and service, guiding UHNW clients through tailored investment strategies. Build long-lasting relationships, ensuring optimal portfoli...

Join a team that's dedicated to empowering financial advisors by developing and executing innovative alternatives investment strategies, collaborating across multiple internal teams, and providing ins...

Join a team that's at the forefront of tax credit investment management, leading underwriting, financial modeling, and asset management for diverse tax credit portfolios. Drive strategic evaluations a...

Unlock your potential by joining a dynamic team dedicated to providing tailored investment solutions, building long-lasting client relationships, and enhancing financial education in a supportive and...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Join a team that's redefining wealth management by leveraging modern technology and operational support to enhance client relationships and grow your advisory practice effectively...

Shape the future of financial strategy by partnering with business leaders to provide insightful analysis and forecasts. Leverage your expertise in financial planning to drive efficiency and informed...

Champion the administration of diverse retirement programs, ensuring compliance and enhancing employee experiences through effective partnership with cross-functional teams and external providers, all...

Grow your career with a collaborative team as you manage client investments and insurance strategies. Utilize your expertise to drive business development, enhance client relationships, and deliver ta...

Help us create tailored credit solutions for high-net-worth clients by leading complex underwriting and analysis of alternative investments, ensuring sound risk management and collaboration with key s...

Shape investment strategy and portfolio outcomes by conducting in-depth market research and analysis while collaborating with a dynamic team to enhance institutional asset management practices...

Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...

Pioneer innovation by leading product managers to enhance client experiences. Drive metrics, coach teams, and collaborate with technology to translate visions into impactful solutions across diverse c...

Drive financial excellence by coaching a team of licensed bankers to achieve sales goals, develop client relationships, and enhance overall performance in an engaging, client-focused environment. Fost...

Join a team that's shaping regulatory strategy through market analysis and proactive risk assessment. Lead initiatives that enhance investor protection and drive strategic goals by collaborating with...

Lead the charge in building lasting client relationships, providing thoughtful financial planning, and implementing strategies to help clients achieve their financial goals through exceptional service...

Join us to analyze alternative investments and assess collateral for high-net-worth lending, collaborating with cross-functional teams to innovate risk assessment methodologies for complex assets...

Accelerate progress at a leading insurance company by overseeing U.S. GAAP and statutory financial reporting for investments. Collaborate with teams to enhance processes, ensure regulatory compliance...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Transform complex communications analysis for FINRA firms by conducting assessments, collaborating with regulators, and providing essential training and oversight to ensure compliance and quality cont...

Lead the charge in expanding trust administration services by engaging internal partners and clients, facilitating smooth acceptance processes, and providing expertise in trust solutions to enhance cl...

Unlock exceptional client experiences by serving as a trusted advisor, nurturing relationships and enhancing service delivery. Lead strategic client interactions, optimize operational processes, and m...