- James Perse Los Angeles (Dallas, TX)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR HIGHLAND PARK LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff,… more
- JPMorgan Chase (Colleyville, TX)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Fort Worth, TX)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Truist (Dallas, TX)
- …3. More than 5 years of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits for ... practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicans or attorneys… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …Solutions Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management, ... collaboration with other team members. In this role, the candidate will work as a client -facing advisor , an advisor to other client teams, and as a… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... and sales skills that establish the WA as a trusted, client -focused, financial advisor with capabilities to serve affluent clients, including UHNW segment… more
- Bank of America (Southlake, TX)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- First Horizon Bank (Dallas, TX)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients,… more
- Bank of America (Frisco, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Frisco, Texas **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Raymond James Financial, Inc. (Frisco, TX)
- …Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community ... and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our… more
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- First National Bank of Omaha (Plano, TX)
- …and third-party referrals, growing relationships with new and existing customers. + Client Relationship Management: Serve as a trusted advisor , offering ... solutions for clients' needs. + Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. +… more
- First National Bank of Omaha (Plano, TX)
- …and third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor , offering ... solutions for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. +… 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 ... and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite… more
- Raymond James Financial, Inc. (Dallas, TX)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- JPMorgan Chase (Plano, TX)
- …to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership. **Required ... Wealth Management team and play a crucial role in the Executive Office of Client Transfers. You'll lead the delivery, execution, and analysis of our client … more
- Edward Jones (Dallas, TX)
- …our clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes… more
- Bank of America (Dallas, TX)
- …internal money movement from banking deposit accounts as requested by the client 's financial advisor . Selects and executes moderately complex transaction ... established written guidelines and procedures + Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality… more
- Truist (Dallas, TX)
- …market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical and ... America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family… more
- Charles Schwab (Westlake, TX)
- …Identify opportunities to enhance the end-to-end lending experience based on partner, client , representative and advisor feedback. + Support Sales Enablement ... craft and enhance service models to better meet HNW client borrowing needs and serve as a point of...Lead cross-channel initiatives to increase efficiency and improve the client experience. + Perform competitive analysis and evaluate industry… more