6 wealth management specialist jobs found in Dallas, TX

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

About the Role: Grade Level (for internal use): 05 The Team The Loan Platforms suite within S&P Global Market Intelligence provides an electronic ecosystem that streamlines syndicated loan trading, settlement, and operational workflows across market participants. The ecosystem includes ClearPar, the market-leading solution for syndicated loan trade settlement, and ADFlow, which provides secure administrative details and settlement instructions. The ecosystem also includes messaging services that enable straight-through processing (STP) across the trade lifecycle and integration capabilities that connect client systems with the loan settlement platform. These platforms are used by lenders, agent banks, custodians, trustees, borrowers, and legal professionals to automate loan trade affirmation, confirmation, and settlement processes while reducing operational risk and improving settlement efficiency. The Impact: The Implementation Specialist Intern will support the...

Part - Time Café Ambassador - Wynnewood Village The Role Do you find your purpose in empowering others? As a Café Ambassador , you are the face of Capital One’s mission to change banking for good. We’ve broken the mold of traditional banking—you won’t be found behind a teller line or a glass window. Instead, you’ll move throughout the Café, bridging the gap between digital innovation and human connection. In this role, you’ll act as a high-end service specialist and a guide to digital banking. You aren't just serving a community; you’re building one by bringing Capital One’s mission to life within a vibrant, modern community hub. What You’ll Actually Do Be a Natural Connector: Proactively engage with guests in a high-energy environment that serves as both a community space and a local coffee shop. ( Note: You are a banking guide, not a barista—you won’t be serving coffee!) Serve as a Brand Advocate: You’ll share the value of Capital One’s products...

Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!  If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do Our Real Estate Loan Services team is seeking a Commercial Loan Servicing Specialist...