- Truist (Fort Worth, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead Advisor of a large… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...both orally and in writing, with all organizational levels. ** Education /Previous Experience** + High School Diploma or equivalent and… more
- Truist (Westlake, TX)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- PNC (Houston, TX)
- …expand the tools you need to launch your career, and complement your education with real-world job experience. PNC's Asset Management Group (AMG) is comprised of ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... duties are completed for the market and that training and continuing education assignments are completed by established deadlines. 12. Maintains Risk dashboards… more
- Bank of America (The Woodlands, TX)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Deloitte (Austin, TX)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...(even when this leads to tough business discussions). + Education : BBA/BA/BS in related field, Master's Degree is desirable… more
- Thrivent Financial (San Antonio, TX)
- …Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their journeys ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated by… more
- Houston Methodist (Houston, TX)
- …HM resources, ie Employee Assistance Program, I CARE values integration education and support, spiritual wellness planning, grief support, team changes, ... support for workplace teams and or individuals. + Serves as spiritual advisor and I CARE consultant for executive assembly, entity standing committees, department,… more