- Publicis Groupe (Houston, TX)
- …mindset and align with C level executives as a Strategic Trusted Advisor . + Understand the client 's culture, capabilities, team structure, decision-making ... obsession to accelerate our clients' businesses through designing the products and services their customers truly value. **Overview** Publicis Sapient (PS), a global… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Truist (Dallas, TX)
- …5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on ... products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical and technical… more
- Superior Energy Services (Houston, TX)
- …production on the land, shelf, Deepwater, and Ultra-Deepwater arenas. **Superior Completion Services ** is seeking a **Technical Advisor 1** for our Completion ... **Description** **Superior Completion Services , a Superior Energy Services Company**...work closely with Account Managers and Operations to understand client needs and deliver innovative solutions. Collaborating with Senior… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the right person. ... and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor... of a large book of business, including managing client needs regarding service , asset allocation, case… more
- JPMorgan Chase (Plano, TX)
- …the US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add ... and the wealth management industry, providing support to our advisor and client population. You will strengthen...format is a plus Chase is a leading financial services firm, helping nearly half of America's households and… more
- Bank of America (Cypress, TX)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor - Registration Candidate - Northwest Houston Area...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Mckinney, TX)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate- Highway 380 and Central McKinney,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Breckenridge, TX)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they… more
- Bank of America (Carrollton, TX)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... Credit Solutions Advisor - Carrollton Carrollton, Texas **To proceed with...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more