- Principal Financial Group (Addison, TX)
- …growth goals. Engage with account management consultants, account executives, and client relationship consultants to understand overall case profitability, ... at gatherings and events. Impact global process evolution and act as a specialist and intermediary for other business units. + Build Organizational Capability: Hire,… more
- Charles Schwab (Westlake, TX)
- …and tax planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... in the specified location._ Our Branch, known as the Active Trader Branch, is primarily responsible for advice and...success of our branches, under the guidance of your Client Relationship Manager, you will assist to… more
- Bank of America (Fort Worth, TX)
- …**Additional Skills:** *Attention to Detail *Critical Thinking *Customer and Client Focus *Oral Communications *Prioritization * Active Listening *Decision ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort...This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take… more
- Charles Schwab (Westlake, TX)
- …work on site in the specified location(s). As a Fixed Income Service Senior Specialist , you would operate in a dual capacity to support our Regional Bond Specialists ... A career in Fixed Income begins with a solid client focused mentality and a strong desire to help...qualifications that successful candidates should have. **Required Qualifications** + Active and valid series 7 & 63 (or 66)… more
- Bank of America (Fort Worth, TX)
- Consumer Investments Preferred Banking Specialist Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments-Preferred-Banking- Specialist \_25038976-1) **Job Description:** At Bank of America, we are… more
- Carrington (Plano, TX)
- …selling/buying process. + Collects, enters, and maintains accurate information into the Client Relationship Management (CRM) system. + Supports inbound inquiries ... join our amazing team and work remote from home!** The Homeowner Specialist Serves as the central hub of communications, promoting cross-sell opportunities for… more
- Vanguard (Dallas, TX)
- …feel confident and secure. Autonomy and Empowerment: Enjoy the autonomy to own the client relationship from start to finish, making decisions that best serve the ... client relationships? Join our team as a Client Transfer Specialist for our Personal Investor...client experience and fulfill investment needs. Qualifications: + Active FINRA Series 7 and 63 licenses. + 1-3… more
- Charles Schwab (Westlake, TX)
- …site in the specified locations.** This Financial Planner position is a specialist supporting broader Investor Services organization and is primarily responsible for ... financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can… more
- Truist (Fort Worth, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...to existing clients * Self-acquires new business by being active and well connected in the community * Expected… more
- Intuit (Plano, TX)
- **Overview** As a Partner Development Sales Specialist on our High Value Account Management (HVAM) team, you will be a strategic partner to our top accounting firms, ... and appreciated. + **Expert Communicator:** You'll build rapport through active listening, asking detailed clarifying questions, and summarizing key points… more
- Regions Bank (Plano, TX)
- …and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning ... investment knowledge + Conducts and/or participates in investment performance and relationship reviews + Keeps junior level staff informed about investment products… more
