- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time ... are responsible for handling a myriad of operations, customer service , and administration duties. The person that best fits...edit account features such as cashiering requests for a client + Work alongside experienced team members and ask… more
- Charles Schwab (Westlake, TX)
- …you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through ... operational workflows. We value integrity, open communication, strong market knowledge, and a passion for client service . If you want to work with a firm that is… more
- Charles Schwab (Westlake, TX)
- …As a **Senior Regional Manager** you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment ... the specified locations.** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and...open communication, strong market knowledge, and a passion for client service . If you want to work… more
- Regions Bank (Houston, TX)
- …Understands client needs and identifies opportunities to improve and resolve client service issues + Coaches associates to identify expansion opportunities ... Management Relationship Team Administrator (RTA) - Safe Act will lead the area's Wealth and Trust Assistants to ensure quality service to both internal partners… more
- Regions Bank (Houston, TX)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- PNC (Fort Worth, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to contribute to the company's success. As a Financial Advisory within PNC's Wealth Management organization, you will be based in Fort Worth, TX. Financial Advisors… more
- TIAA (Frisco, TX)
- The Wealth CIO team is seeking an experienced Sr....audit / oversight needs + Respond to requests and service BAU needs of LRC, auditors, and oversight bodies ... Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product...are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate / Service Advisor reports to the Lead Advisor and serves as ... Symonds Wealth Management, a comprehensive financial planning and investment...Advisor of a large book of business including managing client needs regarding service , asset allocation, case… more
- JPMorgan Chase (Houston, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...will establish, maintain, and build relationships while delivering exceptional client service . In this role you will… more
- HUB International (Austin, TX)
- …programs + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to manage multiple tasks and maintain the ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than… more