- Equitable (Fort Worth, TX)
- Wealth Management Associate - Retirement Benefits Group - TX, Fort Worth (3645) ( PIN\_42666 ) **Primary Location** : UNITED STATES-TX-Fort Worth ... your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX, Fort Worth (2593) ( PIN\_15319 ) **Primary Location** : UNITED STATES-TX-Fort Worth **Organization** : Equitable Advisors ... for eligible financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** : In addition to Stable Pay,… more
- First State Bank (Denton, TX)
- …customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions ... of the bank. The requirements listed below are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The competence of the employee in… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: ... Full-Time Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits… 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 ...ability to multi-task and prioritize + Effective without direct management and a structured environment, but able to follow… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...including investment processing as well as planning assistance. The associate will need high attention to detail as they… more
- Broadridge Financial Solutions (Coppell, TX)
- …and external vendors. This will include but is not limited to Account Management , Quality Control, Print, Randstad, PGS, Logistics and Technical Support. + Ensure ... and shipped in accordance with our client commitments/deadlines. + Work with management to review expected volumes and identify appropriate staffing levels. Assist… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... + AWS Certified Cloud Practitioner + AWS Certified Solutions Architect - Associate + Google Cloud Certified Professional Cloud Architect + Microsoft Certified: Azure… more
- Comerica (Fort Worth, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio… more
- Broadridge Financial Solutions (Coppell, TX)
- …as well as the associated controllers and pre/post equipment, to work with management to prioritize work requests and ensure work is processed in priority order ... + Ensuring that all equipment problems are reported to management and the appropriate vendor on a timely basis....that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Coppell, TX)
- …alter or impact our PKI Infrastructure or processes. + Support all domain management tasks, procurements, transfers, and domain record updates. + Bring maturity to ... and troubleshoot all technology areas. + Perform daily certificate life-cycle management tasks, both legacy workflows and Venafi. + Perform incident response… more
- NTT DATA North America (Westlake, TX)
- …United States (US). **Job Description:** + Client Data\Inbounds + Proactive data management with a focus on straight through processing + Streamline and implement ... Consultant on Requirements Workshop call + Client Testing + Provide project management for client testing for new implementations, migrations, and Annual Enrollment… more
- Broadridge Financial Solutions (Coppell, TX)
- …with data modeling tools (such as Erwin, ER/Studio, Toad Data Modeler, SQL Server Management Studio, or dbt). + Strong SQL skills and hands-on experience with RDBMS ... BigQuery) preferred. + Knowledge of data governance, data quality, and metadata management best practices. + Ability to translate complex business requirements into… more
- Broadridge Financial Solutions (Coppell, TX)
- …surrounding area as well as executing any directives put forth by the Corporate Security Management Team. The work hours are 10:00 PM to 6:00 AM on Thursday and ... found to include procedural breaches in security policies. + Keeping the Security Management Team abreast of all security matters and issues as they pertain to… more
- Broadridge Financial Solutions (Coppell, TX)
- …such as updating compliance trackers, filing documentation, and preparing reports for management review. Qualifications: + 5+ years experience working as an Sr. ... Microsoft Office Suite (Word, Excel, PowerPoint) or similar tools; experience with compliance management software is a bonus. + A proactive attitude and eagerness to… more
- DriveTime (Fort Worth, TX)
- …professional written and oral communications and interpersonal skills + Strong time management and organizational skills, and ability to maintain a consistent and ... demeanor in a fast-paced work environment + Strong negotiation and conflict management skills + Ability to prioritize and multi-task to ensure the achievement… more
- JPMorgan Chase (Fort Worth, TX)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- DriveTime (Fort Worth, TX)
- …to spills or other preventable hazardous conditions. + Working with Reconditioning Center Management to repair or reject inventory based on estimated cost of repairs ... and competence for a wide variety of audiences including management . + **Listeners.** Not Hearers Seek to understand, do...where our mouth is. + **Wellness Program.** Health is wealth ! This program includes self-guided coaching and journeys, cash… more
- Benco Dental (Fort Worth, TX)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... Day 1 + 401k Package, Paid Time Off Program, and Profit Sharing + Associate Discounts and Community Giveback Programs + College Tuition Savings Program + Caring… more
- Broadridge Financial Solutions (Coppell, TX)
- …mechanical skills, and experience working in a fast-paced production environment. + Time Management : Uses time efficiently; works at a pace to get things done within ... Such software may include but is not limited to: print management systems, MS-Office, electronic/desktop publishing systems or other function specific software… more