- 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
- Charles Schwab (Westlake, TX)
- …customized analysis to address financial goals, such as: retirement, college, risk management, asset allocation , and estate planning needs. This position will be ... responsible for leading a team of Planning experts who deliver financial planning solutions to our clients at Schwab. Our teams are dedicated to making a difference through the power of planning. We connect, deeply understand and paint a picture of what's… more
- US Bank (Dallas, 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
- First Horizon Bank (Plano, 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
- Edward Jones (Mineola, 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
- Comerica (Dallas, TX)
- …advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow ... analysis and budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Position Responsibilities: Meet revenue growth, profitability and… more
- City National Bank (Houston, TX)
- …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka… more
- Texas A&M University System (Galveston, TX)
- …and acquisition of research capital equipment purchases (to include eg, purchase orders, asset number allocation ). Serves as a PI resource and interprets sponsor ... and TAMU System policies, regulations, and University rules. + Personnel Administration: Creates PARs, position descriptions, and costing associated with recruiting new employees. Coordinates the postings and hiring of student workers. Coordinate research… more
- Amazon (Austin, TX)
- Description As a Worldwide Retail Growth and Development - Senior Asset Manager, you are responsible for owning a portfolio of physical retail assets. You will be ... and drive delivery to meet lease obligations and company goals. * A asset manager drives results through communicating, weighing risks, making decisions, leading and… more
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