Top 342 Banking advisor Jobs in Richardson, 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
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
Credit Analyst II - Richardson
Texas Bank and Trust —Richardson, TX
- Full-time
- Ability to walk for extended periods
- Word processing
- Mid-level
Quick Apply
Retail Relationship Banker
Origin Bank —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
IT Business Partner
Simmons Bank —Dallas, TX
- Full-time
- Computer science
- 6 years
- Computer Science
Quick Apply
1d
Commercial Lending Officer - Richardson
Texas Bank and Trust —Richardson, TX
- Full-time
- Ability to walk for extended periods
- 5 years
- Computer literacy
Quick Apply
Member Services Representative III
Advancial Federal Credit Union —Allen, TX
- $21 - $26 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
5d
Financial Solutions Advisor Registration Candidate - East Dallas Market
Bank of America —Richardson, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Murphy, TX
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Insurance Sales Advisor - Warm Leads
C1 Insurance Group —Dallas, TX
- From $48,000 a year
- Full-time
- No experience needed
- Office
- Organizational skills
- Paid training
- Paid holidays
Quick Apply
Chief Architect, Retail
Bain & Co. —Dallas, TX
- $195,500 - $239,500 a year
- Full-time
- Azure
- Inventory management
- 11+ years
- Wellness program
- Paid holidays
Quick Apply
Principal Solution Architect, Financial Services/CBS
Bain & Co. —Dallas, TX
- $168,500 - $234,500 a year
- Full-time
- Azure
- 11+ years
- Office
- Wellness program
- Paid holidays
Quick Apply
Mortgage Loan Originator
Cathay Bank —Plano, TX
- $43,888 - $58,900 a year
- Full-time
- Bilingual
- 5 years
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Chief Financial Officer
Stark Lane, Inc. —Dallas, TX
- CPA
- Office
- Microsoft Office
- Health insurance
- Paid time off
Quick Apply
Mortgage Loan Officer
CornerStone Staffing —Frisco, TX
- $55,000 a year
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
10d
Sourcing Category Manager : Senior Advisor
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Oracle
- 11+ years
- Office
Financial Representative / Financial Advisor
Northwestern Mutual —Dallas-Fort Worth, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- No experience needed
- Paid training
- Health savings account
Quick Apply
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
Corporate Controller
National Indoor RV Centers —Lewisville, TX
- Extended hours
- Background check
- CPA
- Dealership
- Paid holidays
- Disability insurance
1d
Private Client Banker - Preston & Dilbeck ,Dallas, TX
JPMorganChase —Dallas, TX
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
5d

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banking advisor jobs near richardson, tx

Senior Executive Assistant

Knowtion Health -
Plano, TX

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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 richardson, tx

Senior Executive Assistant

Banking Relationship Specialist (Senior Relationship Banker)

Credit Analyst II - Richardson

Retail Relationship Banker

IT Business Partner

Commercial Lending Officer - Richardson

Member Services Representative III

Financial Solutions Advisor Registration Candidate - East Dallas Market

Premier Client Banker - PNC Wealth Management

Insurance Sales Advisor - Warm Leads

Chief Architect, Retail

Principal Solution Architect, Financial Services/CBS

Mortgage Loan Originator

Chief Financial Officer

Mortgage Loan Officer

Sourcing Category Manager : Senior Advisor

Financial Representative / Financial Advisor

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

Corporate Controller

Private Client Banker - Preston & Dilbeck ,Dallas, TX

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

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