- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Wells Fargo (San Antonio, 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 ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… more
- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… more
- Insight Global (Fort Worth, TX)
- …- 5+ years of experience in the finance industry, ideally working within a registered investment advisory or brokerage environment - Active Series 7 and Series ... with firm policies and regulatory standards. Additional duties involve preparing client meeting materials, coordinating with custodians and product partners for… more