- Texas A&M University System (College Station, TX)
- …Other: Ability to work nights and periodic weekends as needed. Qualifications Required Education and Experience : + Bachelor's degree or equivalent combination ... assessment, student organization contract review, and student leader and advisor eligibility evaluation. In addition, the position supports administrative...of education and experience . + Five years' experience in student… more
- Bank of America (The Woodlands, TX)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... type of branch audit + Oversees the client service experience and reviews the approval of new client accounts...+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside… more
- USAA (San Antonio, TX)
- …with risk and compliance policies and procedures. **What you have:** + Bachelor's degree required . 4 additional years of related experience beyond the minimum ... leadership experience in building, managing and/or developing high-performing teams required . + Demonstrated experience leading HR strategies for multiple… more
- JPMorgan Chase (Austin, TX)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units… more
- Charles Schwab (Westlake, TX)
- …; advanced degree or relevant certifications a plus. + 5+ years total work experience with 3+ years in financial services, preferably in product management, ... and operational support for Schwab's Alternative Investments & Structured Products advisor platforms. This role will support core offer management activities,… more
- Bank of America (Frisco, TX)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Charles Schwab (Austin, TX)
- …(people leader) who is passionate about responding to user needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor ... your relevant work; make sure to include any passwords required ** Required Qualifications:** + 10+ years of...schedules + Proficient in Figma **Preferred Qualifications:** + Prior experience within the financial services industry In… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience , and driving advisor retention/recruiting efforts for the market.… more
- Bank of America (San Antonio, TX)
- …or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking ... designed to allow employees to study and obtain all required registrations. This position is subject to SAFE Act...licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
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