- Equitable (Dallas, TX)
- …becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through ... personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to… more
- JPMorgan Chase (Dallas, TX)
- …Business Management, Financial Planning, Investment Acumen, Relationship Management and Service . This role also supports market level leaders, helping them ... products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content...related to the financial plan and investment solutions + Series 7, Series 66 required **Preferred qualifications,… more
- Coinbase (Austin, TX)
- …platform among advanced traders globally. Team members manage business development, client relationships and service across the portfolio while collaborating ... reports. * Collaborate with internal stakeholders across departments to deliver outstanding service solutions and a superior client experience. *What we look… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Zions Bancorporation (Houston, TX)
- …fixed income portfolios and supporting clients with a high level of service . Experience trading taxable fixed income securities required. The Fixed Income PM ... also develops client and prospective client presentations, provides ...Qualities:_** + Strong written and verbal communication skills and service orientation. + The ability to thrive in a… more
- Raymond James Financial, Inc. (Dallas, TX)
- …portfolio losses while preserving client loyalty. + Provide a high level of client service with a strong focus remaining on what's best for their personal ... provide sound financial advice and counsel consistent with our client 's objectives, time horizon, and risk tolerance. AMP offers...that an exemption or grandfathering cannot be applied. + Series 7 & 66 required. + Life, Health and… more
- NTT DATA North America (Dallas, TX)
- …part of an inclusive, adaptable, and forward-thinking organization, apply now. NTT Data's client is currently seeking a L2 Data Centre Technician to join their team ... upgrades. **Key Responsibilities:** + Ensures that the assigned infrastructure at the client site is configured, installed, tested and operational. + Ensures that… more
- Ensono (Houston, TX)
- …reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up ... hardware equipment such as HCD and IOCP. During new client migrations, you will be the point person for...data center migrations. + Career level familiarity with Z Series HMC and support element. + Ability to contribute… more
- Veterans Affairs, Veterans Health Administration (Mcallen, TX)
- …Veteran-centered mental health care. The MFT assigned to the Mental Health Service line. The Behavioral Health Interdisciplinary Program (BHIP) is responsible for ... manner that facilitates change through restructuring and reorganizing of the client system. establishes and maintains effective working relationships with Veterans… more
- Charles Schwab (Westlake, TX)
- …Managing performance - Part of this role includes the monitoring of client interactions and coaching to improve Financial Planning and advice quality. This ... degree + CFP(R) designation + Active and valid FINRA Series 7 license + Active and valid FINRA ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more