- Kestra Financial (Fort Worth, TX)
- …of a large book of business including managing client needs regarding service, asset allocation , case design and financial planning * Responsible for client ... and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not… more
- Kestra Financial (Cypress, TX)
- …of a large book of business, including managing client needs regarding service, asset allocation , case design, and financial planning + Consult with clients ... report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may… more
- First Horizon Bank (Fort Worth, TX)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term… more
- Charles Schwab (Austin, TX)
- …the pros and cons of various financial strategies, investment vehicles, including portfolio/ asset allocation . Consultant will also need to position Schwab as ... a full-service provider of financial services to participants for their needs outside of their company sponsored retirement plan. The position requires attention to detail to include administrative areas such as recording metrics, compliance, documenting… more
- Charles Schwab (Westlake, TX)
- …analysis to address financial goals, such as: retirement, college, risk management, asset allocation , and estate planning needs. After setting realistic ... expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which identify a client's current situation, opportunities and gaps, and advise on specific steps to meet financial goals. The Financial Planner is… more
- Zeiders Enterprises, Inc (Fort Worth, TX)
- …savings plans, health care (Tricare and Medicare), long term care insurance, asset allocation , retirement savings, life insurance, and other related programs ... and services. + Act as liaison with civilian and military service providers and assume lead responsibility for developing and coordinating appropriate relationships and partnerships. + Conduct briefings to communities to increase knowledge of SOS services and… more
- Edward Jones (Amarillo, TX)
- …clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and ... make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with… more
- US Bank (Houston, TX)
- …knowledge in financial planning, including but not limited to goals-based planning, asset allocation , retirement planning, and education funding + Extensive ... knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management,… more
- Bank of America (Houston, TX)
- …of a concentrated position, philanthropy, private planning business succession, global asset allocation , risk management and retirement planning. May also ... author whitepapers, articles and other material on topics impacting the U/HNW client segment, or provide service to clients. Assist with the retention of U/HNW relationships. **Job Responsibilities** + Leads the wealth planning engagement process with clients… more
- Aramco Services Company (Houston, TX)
- …closely with financial teams to develop and manage budgets for the Asset Management division, ensuring effective resource allocation and financial adherence. ... OVERVIEW: The Asset Manager will serve as the primary contact...in strategic discussions and decision-making processes related to budget allocation , demonstrating a focus on optimizing operational efficiency and… more