- First State Bank (Denton, TX)
- …excellent customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective ... create value for our shareholders. Our Core Values are Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees perform their daily job… more
- Kestra Financial (Grapevine, TX)
- …with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial ... Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth ...through a financial advisory partnership built on integrity and trust . We take the stress out of managing personal… more
- Charles Schwab (Westlake, TX)
- …coach and counsel a team of 10-12 professionals who are Wealth Advisors, Associate Wealth Advisors, Tax, Trust and Estate Specialists, and Financial ... facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy… more