- Charles Schwab (Westlake, TX)
- …Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You ... Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you… more
- TIAA (Frisco, TX)
- …by implementing strategies across all channels to build relationships with financial advisors with a focus on building sustainable organic growth through both ... Consultants across all channels to build and maintain relationships with financial advisors , focusing on retention as well as sustainable, organic growth. +… more
- Insight Global (Fort Worth, TX)
- …Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at ... all levels of experience to ensure that clients receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a… more
- JPMorgan Chase (Plano, TX)
- …or provide suggestions for alternative courses of action + Assist other Travel Advisors with questions on a real-time basis related to traveler policies and ... different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions,… more
- SHI (Austin, TX)
- …for Stratascale. The Principal Security Consultant will work with our Client Advisors , Cybersecurity Advisors , other Principal Security Consultants, and subject ... matter experts within the Business Unit to identify, qualify, and build service-centric solutions for our clients. The Principal Security Consultant will engage with Stratascale's Enterprise Clients to uncover, develop, and win security services (both… more
- Clements Fluids (Houston, TX)
- …corporate levels, including engineers, executives, procurement managers, and technical advisors , to understand their business needs, objectives, and challenges. + ... partner. + Engage directly with executives, engineers, procurement leaders, and technical advisors . + Conduct regular strategic check-ins to align on customer needs,… more
- Charles Schwab (Austin, TX)
- …domestic and international broker-dealers and registered retail and institutional investment advisors . The team's scope includes audit execution and oversight for ... Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client product… more
- Sabre (Dallas, TX)
- …Collaboration:** Work closely with other transfer pricing team members, third party advisors and US GAAP and statutory auditors to ensure optimal performance, ... and transfer pricing reports prepared by internal teams or third-party advisors . **Qualifications:** + Bachelor's degree in Accounting, Economics, Finance, or… more
- Covr Financial Technologies (Houston, TX)
- …and disability insurance products sold through financial and wealth management advisors , banks, credit unions, RIAs, consumer brands and fintech channels. There ... are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close… more
- Covr Financial Technologies (Houston, TX)
- …and disability insurance products sold through financial and wealth management advisors , banks, credit unions, RIAs, consumer brands and fintech channels. There ... are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close… more