- Charles Schwab (San Antonio, TX)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA ...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- First National Bank of Omaha (Frisco, TX)
- …preservation and long-term goals. + **Solution Identification:** Recognize and transform client needs into relevant product and service offerings, expanding ... responsibilities. **If you're ready to join a legacy of client -centric service , let's chat!** **The Ideal Candidate...in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63… more
- Charles Schwab (Westlake, TX)
- …inbound calls, in-branch client events, and by identifying and championing client goals + Take inbound service /trading interactions (phone, chat, email), ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...then receive training to prepare you to deliver outstanding service and assist our clients with trading needs. After… more
- Charles Schwab (Austin, TX)
- … client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial ... planning, foundational portfolio needs, and complex client service issues. This role will provide...you have** **Required Qualifications:** + Active and valid FINRA Series 7 + Active and valid FINRA Series… more
- First National Bank of Omaha (Plano, TX)
- …wealth preservation and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding ... of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple… more
- Thrivent Financial (Dallas, TX)
- …and start to build a book of business. With access to a large existing client base and supported by Thrivent's unique focus on community engagement, the work you'll ... create and maintain their financial plans, enabling lives of service and faith + Meet with clients virtually to...and programs + Have access to a large existing client base , and have the ability to help… more
- CGI Technologies and Solutions, Inc. (Houston, TX)
- …in developing information security roadmaps/programs as required. * Assess 3rd party cloud service providers for the client and industry standards compliance * ... supporting governance, risk, and compliance consulting services as well as security service delivery across one or more US-based industries. The successful candidate… more
- Huntington National Bank (Austin, TX)
- …relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the licensed Commercial Relationship Manager III ... and $2 million or greater in Annualized Contribution, or responsibility for client relationship management within Municipal and Tax-Exempt Lending. + Performs other… more
- PNC (Dallas, TX)
- …Knowledge of Cisco network equipment including Arista 7010TX,7060CX2, 7280CR2/3, 7280SR2/3 series of Data Center switches running EOS and Cisco Nexus 9K/7K/5K/3K/2K ... series of Data Center switches running NX-OS, Cisco CRS,...components and hardware. + Maintains relationships with stakeholders, addresses client requirements and provides consultation to shape the success… more
- US Bank (Dallas, TX)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more