Investment Advisor Jobs in Prosper, TX

Elevate loan servicing effectiveness by monitoring performance and compliance across a diverse portfolio of government agency-financed loans, ensuring operational integrity, risk mitigation, and seaml...

Manage comprehensive loan servicing operations, ensuring compliance and mitigating risk for a diverse portfolio, while collaborating with cross-functional teams and external partners to enhance loan p...

Explore your potential in a dynamic team that merges technology with investment expertise, ensuring data accuracy while supporting wealth managers with alternative investments through efficient data p...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Join a team that's dedicated to developing rich client relationships within the affluent business segment. Utilize your financial planning expertise to deliver tailored wealth solutions and ensure exc...

Partner with us to manage complex trust accounts and build long-term client relationships. You'll ensure compliance, mentor others, and drive excellence through effective communication and integrity...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Transform loan servicing operations by monitoring performance and ensuring compliance with government guidelines. Collaborate effectively with various stakeholders to mitigate risks and address operat...

Drive client success by implementing and optimizing SS&C Advent’s financial solutions. Leverage financial expertise and technical skills to enhance client workflows and deliver tailored training while...

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...

Elevate your career by overseeing Special Needs Trust administration while ensuring exceptional client satisfaction and supporting business objectives through strategic oversight and relationship mana...

Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...

Engage as a Financial Services Expert Witness, providing objective analysis and testimony in legal cases. Utilize your extensive knowledge of banking and compliance to support legal teams and assist i...

Drive business planning excellence by overseeing fiscal governance, managing expenses, and leading financial reporting. Collaborate with cross-functional teams to enhance operational efficiency and de...

Elevate business strategies by providing expert support, analyzing metrics, and driving initiatives. Collaborate with leaders on high-impact projects while ensuring effective implementation of policie...

Strategize regulatory insights and market analyses to support proactive risk assessment and strategic development, ensuring effective collaboration with senior leadership and cross-functional teams to...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Join a team that's dedicated to fostering a growth-oriented culture by coaching financial advisors on client engagement and sales effectiveness. Drive behavior change to enhance relationships and deli...

Join a team that oversees the advisor transition process, collaborating across departments to deliver exceptional client experiences and facilitate new advisor assimilation, while driving initiatives...

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role involves growing your client base...

Unlock potential by driving relationship management and business development in Canada. Engage with institutional investors, enhance client experiences, and execute tailored multi-asset class solution...