- Neuberger Berman (TX)
- …is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead ... **Summary** The Advisor Consultant is responsible for creating new relationships...predetermined key objectives. + Strong executive presence, active listening, client preparedness, and presentation skills. + Professional characteristics reflecting… 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
- Principal Financial Group (Austin, TX)
- … leader (individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client -facing applications ... tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain software solutions that support wealth management platforms and client -facing… 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
- Wells Fargo (Houston, TX)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
- World Insurance Associates, LLC. (Houston, TX)
- …and payroll & HR solutions . Insurance Sales Producer - Personal 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
- JPMorgan Chase (Plano, TX)
- …structured revenue-generating optimization efforts. As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first ... APIs. + Proven ability to innovate, problem solve, and develop customized solutions to client issues and challenges. **Preferred Qualifications, Capabilities,… more
- APTIM (Dallas, 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
- NTT America, Inc. (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