- Equitable (Austin, TX)
- …personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored ... Entry Level - Financial Advisor - TX, Austin (3888) ( 2000019X )...wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client … more
- Cushman & Wakefield (Dallas, TX)
- **Job Title** Financial Advisor (CPA preferred) **Job Description Summary** Candidate to join a USA based Financial Advisory and Consulting team that specializes in ... + Makes recommendations to brokers, their clients, and other service line professionals + Reads, abstracts and analyzes complex...explain the basis of the analyses for use in client presentations, proposals and/or reports + Participates with C&W… more
- JPMorgan Chase (Plano, TX)
- …future of travel while taking your career to new heights! As a Travel Advisor , you will support both internal and external customers with questions related to travel ... and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research,… more
- Fiserv (Frisco, TX)
- …scale, come make a difference at Fiserv. **Job Title** Solutions Architecture - Advisor II **About your role:** We are seeking a highly skilled and experienced ... will lead the architectural design and implementation of web-based applications and services . This role is critical in designing robust, scalable solutions that… more
- Phillips 66 (Houston, TX)
- …communication, interpersonal, presentation, and facilitation skills + Consulting skills ( client service orientation, conflict resolution, analysis/synthesis of ... **Phillips 66 & YOU - Together we can fuel the future** As the **Senior Advisor , Talent Management,** you will play a pivotal role in designing and implementing our… more
- ExxonMobil (Houston, TX)
- …Upstream, Product Solutions and Low Carbon Solutions businesses and their associated service groups. The facility opened in 2014 and accommodates more than 10,000 ... our team** ExxonMobil is seeking a dynamic and strategic Americas Retail Fuels Brand Advisor to join our Americas Retail Fuels Marketing team. This role is pivotal… more
- JPMorgan Chase (Plano, TX)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are...skills:** * At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on… more
- Mass Markets (TX)
- …advice comply with insurance regulations and company policies. + Deliver high-quality service to ensure customer satisfaction and retention. + Respond to customer ... and current information to customers. + Promote various insurance products and services to meet sales targets and business objectives. + Resolve any concerns… more
- Vanguard (Dallas, TX)
- …to grow your career in advice, we encourage you to apply! Responsibilities: + Client Engagement: Identify client needs and collaborate with internal partners to ... risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and high satisfaction… more
- Kohl's (Baytown, TX)
- …suggesting products to drive sales- identifies the opportunity to upsell products and services . + Demonstrates credibility to the Client through knowledge of ... + Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent written and verbal communication skills… more