- Bank of America (Fort Worth, TX)
- …contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...in the offer letter.** **You must achieve your SIE, Series 7 and Series 63 licensing with… more
- TIAA (Frisco, TX)
- …opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and ... Consultant teams are effectively utilizing them to understand the client -value segments. + Champions the strategic initiatives of wealth...Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series … more
- Bank of America (San Antonio, TX)
- …and/or team Senior Business Manager to develop, implement, and monitor the teams client service model. **Skills:** + Account Management + Business Acumen + ... to develop and prepare candidates to further develop and service the FA Teams client base. The...Service Management + Process Simplification **Required Qualifications:** + ** Series 7, 63/65 or 66 or equivalent; must obtain… more
- Charles Schwab (Westlake, TX)
- …this role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining ... a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to build on your growing expertise to deliver… more
- Charles Schwab (Houston, TX)
- …to lead, a passion for sales management, and a deep commitment to client service + Proficient inestablishing quality cross-enterprise partnerships + Strong ... critical role at the local market level, providing the service , advice, and leadership that have made us the...be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your… more
- Charles Schwab (Westlake, TX)
- …with the Sr. Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service , help to grow and deepen client relationships, while also ... Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net… more
- Bank of America (Cross Roads, TX)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Cypress, TX)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Dallas, TX)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Charles Schwab (Austin, TX)
- …Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base. ... Through engagement, you will support client outreach, client retention, and improve overall client satisfaction...have** We place a premium on high performance, quality service and the ability to implement our strategy. Required… more