- Wells Fargo (Bee Cave, TX)
- …issues as it relates to the Wells Fargo Clearing Services (WFCS) Financial Advisors and associated Brokerage locations. Learn more about the career areas and lines ... + Have responsibility to supervise the activities of representatives (eg, financial advisors ) to ensure their compliance with FINRA and SEC rules and regulations,… more
- Veolia North America (Baytown, TX)
- …an expert on Federal, local and State regulations. + Assist Technical Customer Advisors with creation of new waste streams and on selection of appropriate existing ... facility approval codes. + When needed, assist Technical Customer Advisors with creation of new direct approvals into Veolia or other 3rd party TSDFs, taking into… more
- JPMorgan Chase (Plano, TX)
- …financial needs while partnering with Specialists including Private Client Advisors , Private Client Bankers, Mortgage Bankers and Business Relationship Managers, ... build lasting relationships + Partners with Specialists including Private Client Advisors , Mortgage Bankers and Business Relationship Managers to connect customers… more
- Bank of America (San Antonio, TX)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives,… more
- Fifth Third Bank, NA (Houston, TX)
- …advanced planning solutions. + Coordinates and collaborates with client third party advisors (eg, attorney, accountant) to ensure synergy of advisors ' ... recommendations, consistent to client goals. + Partners and leverages internal and external service providers to optimize effectiveness and efficiency. + As primary contact, resolves problems in a timely and effective manner. + Provides client with information… more
- American Airlines (Dallas, TX)
- …including any collective bargaining obligations._ + Work closely with investment advisors to oversee the investment performance of individual investments in the ... maintain superior quality in work products + Ability to manage external consultants, advisors , lawyers to complete assignments + Commitment to quality, pride in work… more
- Acosta Group (San Antonio, TX)
- …line of televisions, sound bars, headphones and wireless speakers.** **Our Sony Sales Advisors serve as in-store experts, playing a key role in promoting the Sony ... This role is located in the local Military Base Exchange where our Advisors take pride in delivering world-class customer service experiences for our military… more
- Charles Schwab (Westlake, TX)
- …Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their businesses. The mission of the AS ... Operational Effectiveness Team is to increase satisfaction for advisors , clients, and business partners by improving the efficiency of Schwab's operational processes… more
- Love's Travel Stops & Country Stores (Denton, TX)
- …* Quarterly Bonus Program * Hiring Immediately_ **Welcome to Love's!** Service Advisors drive sales success in our Truck Care facilities through salesmanship, ... leadership, and customer service. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress… more
- World Insurance Associates, LLC. (Dallas, TX)
- …source acquisition targets by identifying independent Registered Investment Advisors , consistently building relationships with business owners, leadership teams, ... + Identify and evaluate acquisition targets aligned with World Investment Advisors ' strategic criteria across Wealth Management and Retirement specializations. +… more