- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… more
- Charles Schwab (Westlake, TX)
- …locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth ... investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The… more
- Raymond James Financial, Inc. (Dallas, TX)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service...that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the… more
- Truist (Houston, TX)
- …wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted ... Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service...more of banking experience in portfolio-oriented roles 3. FINRA: Series 7, Series 66, Life, Health, and… more
- Truist (Fort Worth, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry… more
- Raymond James Financial, Inc. (Houston, TX)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... by effectively communicating portfolio losses when necessary, while preserving client loyalty. * Develops client pipeline by...that an exemption or grandfathering cannot be applied. * Series 7 and Series 66 or the… more
- JPMorgan Chase (Plano, TX)
- … client needs, initiating trades in the capital markets, and completing service -oriented transactions + Document all client interactions and meeting all ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As… more
- Kestra Financial (Fort Worth, TX)
- …* Supports Lead Advisor of a large book of business including managing client needs regarding service , asset allocation, case design and financial planning ... case design, scenario building, and plan and presentation development. Summary The Associate/ Service Advisor reports to the Lead Advisor and serves as the primary… more
- Charles Schwab (Westlake, TX)
- …and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch ... may be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) **What you… more
- Charles Schwab (Westlake, TX)
- …Wealth Consultant at Charles Schwab you are responsible for providing high-touch service , on-going comprehensive guidance and advice to clients in the context of ... needs. + Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs + Retain existing clients,… more