- Bank of America (El Paso, 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
- Edward Jones (Dallas, TX)
- …Job Overview **Skills/Requirements** What Experience You Need: + Certified Financial Planner (CFP) designation required + Bachelor's degree in business, ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If... required + 10+ years of industry specific experience required + Series 7, 66 licenses… 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
- JPMorgan Chase (Plano, TX)
- You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients? As a Relationship Manager within ... be built on your ability to become a trusted advisor to your clients, developing deep, long-term relationships founded...card payment products and understand the market landscape and financial trends within the industry + Develop and execute… more
- Truist (Dallas, TX)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America)...and grow revenue. Provide leadership to the Financial Advisor team and contribute to the… more
- JPMorgan Chase (The Woodlands, TX)
- …communication, presentation and stakeholder management abilities. + Knowledge of financial products, services, and regulatory requirements. + Experience ... communication, presentation and stakeholder management abilities. + Knowledge of financial products, services, and regulatory requirements. + Experience … 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
- City National Bank (Austin, TX)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management *… more
- USAA (San Antonio, TX)
- …Degree; OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree. + 4 years of ... driving innovative website and mobile application development initiatives. + Experience within the Financial Industry, specifically product management and/or… more