- SHI (Houston, TX)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on driving conversations with technology C-levels in digital… more
- Bank of America (Houston, TX)
- Private Client Advisor Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of… more
- JPMorgan Chase (Houston, TX)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial… more
- Vaco (Houston, TX)
- …at all levels to preserve a culture of freedom and empowerment. **Find Your Freedom: Client Services Advisor ** + You will become a Consultative Advisor ... Interim CFOs, Controllers, Audit Managers, Tax and Sr. Accountants + Shared Services Integration + Acquisitions, Mergers, and Due Diligence + Software Implementation… more
- Bank of America (Houston, TX)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Houston Texas Market Houston, Texas;Houston, Texas;...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Ascensus (Houston, TX)
- …enable individuals with disabilities to perform these essential functions_ . + Provides client support and customer service on day-to-day issues with clients by ... May participate in final Sales presentations as well as prepare and facilitate client / advisor meetings when needed + Performs under pressure with minimal… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... report process, prepare routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the… more
- Truist (Houston, TX)
- …13. Submit and process certain operational requests as instructed by the financial advisor and/or client . These may include: funds distributions, deposits of ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Atria Wealth Solutions (Houston, TX)
- …of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal Financial ... Financial Advisor I - Investment Services Houston,...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Navy Federal Credit Union (Houston, TX)
- …of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal Financial ... Overview To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst… more
- Raymond James Financial, Inc. (Houston, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial advisor and… more
- City National Bank (Houston, TX)
- …to obtain + Think and act like a PM; stand in as the PM - team, client , and advisor facing; mindset of serving clients and advisors + Well-versed on CNR's ... the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth… more
- Publicis Groupe (Houston, TX)
- …Skills & Experiences** + 5+ years of experience within energy and/or professional services + Experience working within client delivery engagements + Strong ... mindset and align with C level executives as a Strategic Trusted Advisor . + Understand the client 's culture, capabilities, team structure, decision-making… more
- Bank of America (Houston, TX)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Consumer Investments-East Houston, TX...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Edward Jones (Humble, TX)
- …where you live. **SET** **What characteristics would make you a successful financial advisor ?** * An interest in financial services /markets and how they work ... the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client… more
- Edward Jones (Houston, TX)
- …reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they ... the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client… more
- Texas Veterans Commission (Houston, TX)
- …**Organization:** **TEXAS VETERANS COMMISSION* **Title:** *TVC - Veterans Career Advisor (Veteran Services Representative I)* **Location:** *Texas-Houston* ... *General Description:* Serves as a vital member of the Veterans Employment Services team. Will provide a full range of intensive services … more
- Edward Jones (Huffman, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- Truist (Houston, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Edward Jones (Houston, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more