Investment Advisor Jobs in Prosper, TX

Lead the charge in expanding investment advisory services for fiduciaries. Build strong client relationships, drive growth, and collaborate cross-functionally to deliver tailored solutions for complex...

Join a dynamic team to drive the sales journey, engage prospects, and convert opportunities into lasting client relationships within the wealth management sector...

Grow your career with a dynamic Investment Banking Analyst role supporting high-stakes energy transactions. Drive strategic advisory initiatives while engaging in complex financial modeling and market...

Unlock potential by joining a collaborative compliance team focused on supporting the growth of Wealth & Asset Management. Drive compliance initiatives, build partnerships, and enhance programs for re...

Grow customer engagement by enhancing digital rollover and conversion experiences in wealth solutions. Collaborate with cross-functional teams to deliver impactful product strategies and improve finan...

Unlock collaborative opportunities by overseeing cybersecurity investments and vendor relationships. Utilize strategic insights to align priorities, manage risks, and deliver clear reporting to senior...

Lead the charge in managing strategic relationships with mid-market retirement plans. Drive client retention and satisfaction by delivering tailored solutions and insights while collaborating across t...

Unlock potential by serving as a subject matter expert in complex estate planning for high net worth clients, collaborating with internal and external partners to deliver strategic financial solutions...

Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...

Lead the growth and management of high-value client relationships within the ultra-high net worth Trust market, delivering tailored financial solutions and ensuring exceptional service through collabo...

Design the future of digital brokerage experiences, leading efforts to connect financial ecosystems, enhance customer journeys, and innovate investing interactions for a comprehensive financial outloo...

Lead a high-performing team of 20+ associates, driving digital engagement and financial planning for advisors. Ensure effective training, performance monitoring, and adherence to standards, while fost...

Make your mark at a dynamic team focused on compliance and innovative solutions in wealth management. Collaborate with stakeholders, provide strategic guidance, and enhance compliance programs while d...

Transform the way investment solutions are delivered by leading a high-performing tech organization. Drive portfolio construction innovation through technology and technical leadership while managing...

Inspire team success as you lead a group of licensed advisors, enhancing their consultative sales skills while driving individual and organizational performance in a hybrid work environment and foster...

Engage a dynamic team of licensed advisors, driving performance, team culture, and client relationships across a national platform to achieve sales and productivity goals in a hybrid work environment...

Drive your career as you manage and optimize investment portfolios, consulting with clients to develop tailored strategies that align with their objectives while adhering to compliance and risk manage...

Engage with cross-functional teams to lead the evaluation and implementation of complex business systems, ensuring efficiency and effectiveness across the organization while guiding and mentoring Anal...

Join a team that drives innovative technology solutions and optimizes business processes. Lead cross-functional collaborations in an Agile environment, analyze complex issues, and influence strategic...

Champion seamless learning experiences in Wealth Management by designing impactful training programs, advocating for process enhancement, and fostering AI tool adoption for advisors and client service...

Design and implement comprehensive participant communication strategies for large clients, ensuring engagement and satisfaction. Collaborate across teams to enhance financial education and decision-ma...

Shape regulatory strategy and readiness as you monitor key developments, analyze impacts, and support examinations for an efficient compliance process. Translate complex regulations into actionable in...

Drive asset growth by accelerating adoption of investment solutions through strategic relationship-building and commercialization initiatives in the RIA, broker-dealer, and asset management channels...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Unlock your potential by partnering with leadership to drive financial analysis, improve client performance, and support strategic initiatives through data-driven insights and models. Collaborate acro...