- PNC (Houston, TX)
- …takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Relationship Strategist. + **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for… more
- First National Bank of Omaha (Plano, TX)
- …to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of ... investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple… more
- Capital One (Plano, TX)
- Compliance Advisor Manager **The Compliance Advisor Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives ... While working within the Compliance Management Program framework, the Compliance Advisor Manager is responsible for delivering quality results, providing compliance… more
- Truist (Fort Worth, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- First National Bank of Omaha (Frisco, TX)
- …customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning ... for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. + **Community… more
- Charles Schwab (Austin, TX)
- …to work on site in the specified locations.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- JPMorgan Chase (Dallas, TX)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in...other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account… more
- JPMorgan Chase (Dallas, TX)
- …families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries, administering over $150 billion ... integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy...in fiduciary assets in the US, Europe, Asia and Latin… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is...client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan. + Develop and… more
- Anywhere Real Estate (San Antonio, TX)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more