- 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
- Gap Inc. (Houston, TX)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior...Advisor , you will provide a superior level of service through an inclusive environment that inspires brand loyalty… 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
- The Cigna Group (Houston, TX)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics organization is entrusted with key business (sponsor) ... responsible for how the data is used in all client reporting products + Helps analyze data to inform...obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps… more
- Bank of America (Kingwood, 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 - Greater Houston Market Houston, Texas;Conroe, 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
- Bank of America (Houston, TX)
- …a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… 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
- 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
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the right person. ... and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor... of a large book of business, including managing client needs regarding service , asset allocation, case… 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-Fondren North, Texas...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… 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 ... Advisor Development Program - Financial Solutions Advisor...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… 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
- PNC (Houston, TX)
- …investment services and strategy and the advisors in the field. Supports the advisor on client requests for new business or specific client issues. ... Work, Asset Allocation, Campaign Organizing, Capital Management, Change Management, Client Management, Community Based Services **Competencies** Accuracy and… more
- Edward Jones (Kingwood, TX)
- …reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more