- 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. This person will report to the Lead Advisor and be the primary contact for customer relationship...large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning +… more
- Bank of America (Dallas, TX)
- Wealth Management Client Associate Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Bank of America (Fort Worth, TX)
- Registered Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- JPMorgan Chase (Plano, TX)
- …toolset and automates processes to improve operational efficiencies. As a Senior Product Associate on the Wealth Management Advisor Notifications team, you ... Our Wealth Management Servicing team supports our customer's Chase.com...Familiarity with retail investments products and their lifecycle, client service models, technology, operations and controls + Knowledge of… more
- JPMorgan Chase (San Antonio, TX)
- … operational marketing and administrative support to the primary Private Client Advisor (s), within JP Morgan Wealth Management **Job responsibilities** + Work ... issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead… more
- First State Bank (Denton, TX)
- …these guiding principles in all aspects. Summary: This position provides excellent customer service to our internal and external customers and is able to assist ... Wealth Management & Trust Team as assigned to ensure...and insurance products. + Work directly with clients on service questions and interface with vendors. + Resourceful and… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate / Service Advisor reports to the Lead Advisor ... Symonds Wealth Management, a comprehensive financial planning and investment...planning software * Learn the technical aspects of the advisor position and prepare to service clients… more
- Charles Schwab (Westlake, TX)
- …for clients today while innovating for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate ... status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and...of Charles Schwab & Co. Inc. ". As an Associate Alternative you will play a critical role helping… more
- Wells Fargo (Austin, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service , and operational related...applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… more
- EverBank (Austin, TX)
- …lending solutions, as well as the ability to develop strong client and advisor relationships. **Key Responsibilities and Duties** + Drives loan growth by acquiring ... clients' financial goals to ensure they align with their estate planning, wealth preservation, and insurance strategies. + Mentors Customer Success and support staff… more