- 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 (Houston, TX)
- …Associate --Houston--TX\_25042617) **Job Description:** ** Advisor Development Program Client Associate ** Merrill Wealth Management is a leading provider of ... becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - Advisor...Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA… more
- JPMorgan Chase (Houston, TX)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. + Work with Tax Officers and trust counsel to… more
- JPMorgan Chase (Houston, TX)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Regions Bank (Houston, TX)
- … Management Relationship Team Administrator (RTA) - Safe Act will lead the area's Wealth and Trust Assistants to ensure quality service to both internal partners ... concerning staffing, performance evaluations, promotions, and terminations + Facilitates new associate onboarding and training for Wealth Management associates +… more
- Wells Fargo (Houston, 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