Top 348 Banking advisor Jobs in Addison Tx

Senior Executive Assistant
Knowtion Health —Plano, TX
- $90,000 - $115,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Office
- Paid holidays
- Disability insurance
Business Development Officer – Freight Factoring | OTR Transportation
Compass Funding Solutions, LLC —Irving, TX
- Email
- Remote
- Background check
- Owner-operator
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Branch Manager - North Richland Hills
EECU —North Richland Hills, TX
- Full-time
- Office
- High school diploma or GED
- Senior level
Quick Apply
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Sourcing Category Manager : Senior Advisor
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Oracle
- 11+ years
- Office
Engagement Partner - Financial Services
CGI Group, Inc. —Dallas, TX
- $140,300 - $217,000 a year
- 8 years
- Presentation skills
- Continuous improvement
- Paid parental leave
- Paid holidays
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
3d
Commercial Finance Account Manager (Factoring) - $70K–$85K | Irving, TX
ProForce Innovations —Irving, TX
- $70,000 - $85,000 a year
- Weekends as needed
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Paid jury duty
- AD&D insurance
Quick Apply
Banking & Finance Attorney
Leoforce —Dallas, TX
- $200,000 - $400,000 a year
- 5 years
- Analysis skills
- Senior level
- AD&D insurance
- Paid holidays
Quick Apply
10d
Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional - Dallas - Analyst
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Organizational skills
- Disability insurance
- Health insurance
2d
Financial Solutions Advisor Registration Candidate - East Dallas Market
Bank of America —Richardson, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Business Banking Relationship Advisor - Plano, TX Area
Bank of America —Plano, TX
- Full-time
- Mid-level
- Office
- 3 years
10d
Financial Solutions Advisor Registration Candidate - Greater DFW Market
Bank of America —Frisco, TX
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Wealth Management Client Associate
Bank of America —Dallas, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Retail Relationship Banker
Origin Bank —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
Operations Specialist
HilltopSecurities —Dallas, TX
- Overtime
- Microsoft Outlook
- Office
- Bachelor's degree
Financial Solutions Advisor Registration Candidate - Central DFW Market
Bank of America —Dallas, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Asset & Wealth Management, Goldman Sachs Ayco, Workplace Solutions, Relationship Management, Analyst, Dallas, TX
Goldman Sachs —Dallas, TX
- Full-time
- Marketing
- Mid-level
- Office
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Investing, Wealth Management Professional, Associate - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Asset & Wealth Management, Marcus Business COO Team, Analyst - Richardson, TX
Goldman Sachs —Richardson, TX
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance

I want to receive the latest job alert for banking advisor in addison tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

banking advisor jobs near addison tx

Senior Executive Assistant

Knowtion Health -
Plano, TX

Apply Now

Job Details

Full-time
$90,000 - $115,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Research

Full Job Description

This is not a traditional Executive Assistant role. It is a seat at the intersection of leadership, governance, and organizational intelligence, held by someone who understands that access is a privilege, discretion is non-negotiable, and the best executive support is well executed.

The Senior Executive Assistant will serve as the operational anchor for both the CEO and CFO, managing the full complexity of dual-principal support in a PE-backed environment with active investor and board obligations. You will be trusted with highly sensitive information, expected to act with independent judgment, and given the latitude to build systems that make leadership more effective.

What’s Attractive to the Right Candidate?

Knowtion Health is a growing firm in a growing industry. Our status as a leader in this industry means that we have the resources to invest in the business and to innovate.
Our business is intensely competitive and is constantly evolving. We quickly identify new challenges and develop solutions, so you won’t simply be doing what was done last year. New InKnowvators are frequently pleased and surprised by how quickly we make decisions and adapt to market conditions.
Knowtion Health's culture is inviting and competitive, embracing challenge and celebrating accomplishment; dedicated colleagues striving to provide quality results that have lasting impact.

The Opportunity:

Manage complex, competing calendars for the CEO and CFO — proactively resolving conflicts, protecting deep-work time, and anticipating scheduling needs before they arise
Own end-to-end travel coordination including flights, ground transport, accommodations, and contingency planning across investor meetings, off-sites, and conferences
Triage, prioritize, and draft correspondence on behalf of the CEO and CFO — matching their voice and standard, requiring minimal editing before sending
Prepare pre-meeting briefings, background research, and post-meeting action capture — ensuring leadership walks into every room prepared
Own the full lifecycle of quarterly board meetings in collaboration with PE partner administrative team— scheduling across investor and independent director calendars, coordinating materials, managing virtual or in-person logistics, and tracking follow-up items post-meeting
Manage cross-functional projects and commitments on behalf of leadership — tracking deliverables, driving follow-up, and ensuring nothing falls through the cracks
Act as liaison to outside counsel, auditors, and key advisors on scheduling, document requests, and coordination
Identify and build operational systems and workflows that reduce friction for the executive team

What you bring:

7+ years supporting C-suite executives, ideally CEO and/or CFO simultaneously
Proven ability to manage competing, high-urgency priorities without dropping commitments
Direct board meeting support experience
Experience with investor relations logistics and communication protocols
Private equity, investment banking, or financial services background strongly preferred
Comfort operating in ambiguity and rapid change typical of PE-backed growth companies
Demonstrated experience managing distributed, multi-time zone workflows
Exceptional written communication — capable of drafting executive-level correspondence

The above statements are intended to provide the general nature and level of work being performed by most people assigned to the position. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements.

This position is hybrid with 3-4 days in office. We offer a competitive benefits package including medical, dental, vision, life insurance, short term disability, long term disability, bonus opportunities, paid holidays, 401k, and a generous PTO policy.

The salary range for this position is $90,000 - $115,000 annually DOE.

PI285673468

Apply Now

Refine Your Search

banking advisor jobs in addison tx

Senior Executive Assistant

Business Development Officer – Freight Factoring | OTR Transportation

Branch Manager - North Richland Hills

Banking Relationship Specialist (Senior Relationship Banker)

Sourcing Category Manager : Senior Advisor

Engagement Partner - Financial Services

Financial Analyst Advisor / Finance Business Partner

Commercial Finance Account Manager (Factoring) - $70K–$85K | Irving, TX

Banking & Finance Attorney

Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional - Dallas - Analyst

Financial Solutions Advisor Registration Candidate - East Dallas Market

Business Banking Relationship Advisor - Plano, TX Area

Financial Solutions Advisor Registration Candidate - Greater DFW Market

Wealth Management Client Associate

Retail Relationship Banker

Operations Specialist

Financial Solutions Advisor Registration Candidate - Central DFW Market

Asset & Wealth Management, Goldman Sachs Ayco, Workplace Solutions, Relationship Management, Analyst, Dallas, TX

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Investing, Wealth Management Professional, Associate - Dallas

Asset & Wealth Management, Marcus Business COO Team, Analyst - Richardson, TX

I want to receive the latest job alert for banking advisor in addison tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected