- Bank of America (Austin, TX)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Raymond James Financial, Inc. (The Woodlands, TX)
- …Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community ... and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our… more
- Wells Fargo (Texarkana, TX)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as.... **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such… more
- World Insurance Associates, LLC. (Dallas, TX)
- …and payroll & HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- First National Bank of Omaha (Plano, TX)
- …and third-party referrals, growing relationships with new and existing customers. + Client Relationship Management: Serve as a trusted advisor , offering ... and insurance to support clients' wealth preservation and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product… more
- First National Bank of Omaha (Frisco, TX)
- …and third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor , offering ... and insurance to support clients' wealth preservation and long-term goals. + ** Solution Identification:** Recognize and transform client needs into relevant… more
- APTIM (Houston, TX)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... EHS platforms (eg, Cority, Enablon, Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing… more
- SAP (Allen, TX)
- …designed for talent who are early in their career.** **Who You'll become** A Solution Advisor works closely with our customers and prospects to identify and ... be required to work 3 days a week in office/ client site as per our Pledge to Flex return.... As a part of the sales team, a Solution Advisor is the "subject matter expert"… more
- NTT DATA North America (Dallas, TX)
- …technologies + Conduct analysis to identify opportunities for innovation and improvement in digital solutions Client Engagement & Solution Vision + Plan and ... organization, apply now. We are currently seeking a Digital Solution Architect Lead Advisor to join our...client alignment. Guides the team to define digital solutions that achieve the clients' desired business outcomes. Advises… more
- JPMorgan Chase (Plano, TX)
- …product leader on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to ... help both the client and Wealth Management business grow. You enjoy shaping...help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market… more