- Bank of America (Lufkin, TX)
- Registered Wealth Management Client Associate Lufkin, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... from those teams. + Provides timely feedback to senior management to identify client pain points and...Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63 Required. In addition,… more
- JPMorgan Chase (Colleyville, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- JPMorgan Chase (Plano, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... Ideal candidates will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate effectively with senior… more
- JPMorgan Chase (Plano, TX)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships...Compliance, Supervision and Audit Examination + Partner with Field Management in the supervision of registered personnel… more
- PNC (San Antonio, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, Fort Worth, ... or West Palm Beach, FL, Birmingham, AL, Charlotte, NC, or Phoenix, AZ. PNC Wealth Advisors execute an advice and planning strategy focused on helping clients meet… more
- PNC (Dallas, TX)
- …needed to be successful in this position. **Preferred Skills** Capital Management , Client Prospecting, Client Relationship Building, Competitive ... Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management , Decision Making and Critical… more
- Citigroup (San Antonio, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Personal Wealth Management ... our Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate...from those teams. + Provides timely feedback to senior management to identify client pain points and… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Citigroup (San Antonio, TX)
- …workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within ... Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for...from those teams + Provides timely feedback to senior management to identify client pain points and… more
- Charles Schwab (Austin, TX)
- …experience in leading/performing a sophisticated compliance function within a wealth management and/or advisory enterprise encompassing product development ... will focus on: (a) strategic initiatives related to Charles Schwab Investment Management , Inc. (CSIM), a registered investment adviser, and Schwab's proprietary… more
- PNC (TX)
- …footprint. Job Profile: Incumbent will serve as the insurance expert within the Wealth Management organization and will demonstrate advanced knowledge of the ... In this role the individual will: A. Collaborate with Wealth Management Teams and Advisors to identify...Making - Extensive Experience Managing Multiple Priorities - Expertise Client Relationship Management - Working Experience Selling… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal ... events to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- Vanguard (Dallas, TX)
- …and electronic media. + Develops positive relationships with senior and executive management of prospect and client organizations. Drives results by raising ... Services (FAS) is the largest and fastest-growing of Vanguard's four client -facing businesses. FAS provides investments, services, education, and research to more… more
- Atria Wealth Solutions (Fort Worth, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update … more
- Thrivent Financial (Houston, TX)
- …selecting, and developing FAs. + In-depth knowledge of advice, insurance products, asset/ wealth management , fee-based planning, mutual funds, and securities. + ... will be instrumental in building brand awareness, expanding the client base, and establishing the organization as a trusted...within 90 days, Series 24 preferred. + State securities registered and insurance licensed and appointed in all states… more
- Kiewit (Dallas, TX)
- …plans, specifications, and terms/conditions. + Preferred to possess a Project Management Professional (PMP) certification and/or registered Professional Engineer ... Overview** Kiewit Nuclear Solutions. is a full-service engineering, project management , and construction provider operating across North America. Our experience… more
- Kiewit (Westlake, TX)
- …through the collaborative efforts of Design Engineering, Design Management , Proposals, Estimating, and Integrated Project Controls. Our construction-focused ... major markets, sharing experiences, innovative concepts, and best practices. Kiewit's management and implementation of this process result in safe, cost-effective,… more