- Raymond James Financial, Inc. (San Antonio, TX)
- …helps to provide high quality/high touch critical administrative support to Financial Advisors , their prospective and existing clients and other branch staff team ... team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens...orders and rebalances portfolios on behalf of the Financial Advisors . + Creates and maintains records and files utilizing… more
- Simplot (College Station, TX)
- …This role will provide agronomic knowledge, problem solving, and training to Crop Advisors and Growers in assigned SGS region. Develop innovative and fun training ... research trial results from the region. Work with Crop Advisors and sales leadership to evaluate crop claims. Provide...Responsibilities** + Provide agronomic training and consulting for Crop Advisors and Growers in the region on crop nutrition,… more
- Bank of America (Houston, 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 ... a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This...develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill… more
- JPMorgan Chase (Plano, TX)
- …goals and is comprised of the Chase wealth management business, JP Morgan Advisors , Personal Advisors and Self-Directed - our digital investing platform. The ... has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As...to 3 regions remotely and in person (approximately 300-400 advisors ) in the South + Creating and coordinating workshops… 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...responsible for supporting the policy service needs of clients, advisors , and agents, ensuring smooth processing of policy transactions,… more
- Bank of America (Austin, TX)
- …profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted ... credit delivery process from beginning to end by partnering with Advisors , Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing… more
- Covr Financial Technologies (Houston, TX)
- …to protect what matters most. Through partnerships with financial institutions and advisors , Covr's innovative digital platform provides a simpler way to research, ... and in leveraging appropriate escalation and "asks" of both advisors and carriers. + Seeks continuing education on the...product offerings and industry developments and, in turn, educates advisors on those subjects to help create new business… more
- Thrivent Financial (Dallas, TX)
- …and excited to contribute to your team Suc ces sful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account ... advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors … more
- Raymond James Financial, Inc. (Georgetown, TX)
- …helps to provide high quality/high touch critical administrative support to Financial Advisors , their prospective and existing clients and other branch staff team ... team environment to provide crucial support to the financial advisors and branch office. + May solicit order from...the direction of the Financial Advisor. + Assists Financial Advisors with marketing efforts including seminars, mail and other… more
- Wells Fargo (Dallas, TX)
- …WIM Diverse Segments group, including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized ... in accordance with sound fiduciary principles and applicable law. + Engage clients, advisors and internal partners to deliver a high-touch client experience within a… more