- Edward Jones (Sugar Land, TX)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- JPMorgan Chase (Houston, TX)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- American Heart Association (Houston, TX)
- …your career. The **American Heart Association** has an excellent opportunity for an ** Associate Science and Medicine Advisor ** in our **National Center** office ... - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in… more
- Elevance Health (Houston, TX)
- …as part of consideration for employment. **Senior Identity & Access Management (CIAM) Security Advisor ** + Job Family: IFT > IT Security & Compliance + Type: Full ... Wilmington **Description** **Senior Identity & Access Management (CIAM) Security Advisor ** **Location:** Wallingford, CT, Wilmington, DE, Miami, FL, Atlanta, GA,… more
- H&R Block (Sugar Land, TX)
- **499072BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 499072BR **City:** Sugar Land… more
- Regions Bank (Houston, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- PNC (Alvin, TX)
- …have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Alvin, Texas. **Job Description** ... and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment...staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve… more
- Truist (Houston, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Wells Fargo (Houston, TX)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- JPMorgan Chase (Houston, TX)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Raymond James Financial, Inc. (Houston, TX)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records… more
- Truist (Houston, TX)
- …data in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing ... Submit and process certain operational requests as instructed by the financial advisor and/or client. These may include: funds distributions, deposits of checks,… more
- Morgan Stanley (Houston, TX)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- H&R Block (Katy, TX)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... IRS and applicable state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#66505 more
- Morgan Stanley (Houston, TX)
- …and/or Experience* * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product ... *POSITION SUMMARY:* The Associate Market Manager plays a key role in...*Accountability* * Plays a leading role in the market's financial and sales performance, including expense management * Assists… more
- Bank of America (Houston, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Houston, Texas **Job Description:** At Bank of...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- City National Bank (Houston, TX)
- **PORTFOLIO MANAGER ASSOCIATE ** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors ... stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors +...National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.… more
- Publicis Groupe (Houston, TX)
- …(PS), a global leader in Digital Business Transformation (DBT), is looking for an Associate Client Partner with a demonstrated track record of results to join our ... goal achievement, account management, people and diversity development, business / financial / technical specialization, innovations, and contributions to the PS… more
- Deloitte (Houston, TX)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Bank of America (Houston, TX)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more