- Truist (Westlake, TX)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
- University of Texas Rio Grande Valley (Edinburg, TX)
- …duties and provide responsible assistance and specialized skills in the administration of student financial aid, and to serve as an advisor to student aid ... Position Information Posting NumberSRGV8489 Working TitleSTUDENT FINANCIAL AID ASSISTANT Number of Vacancies1 LocationEdinburg, Texas DepartmentFinancial Aid FTE1.0… more
- Bank of America (Dallas, TX)
- Global Financial Crime Executive - Financial Intelligence Unit Charlotte, North Carolina;Dallas, Texas; Atlanta, Georgia; Jacksonville, Florida **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Global- Financial -Crime-Executive Financial -Intelligence-Unit\_25032697) **Job Description:** At Bank of… more
- Grant Thornton (Dallas, TX)
- As the Internal Audit - Financial Services Managing Director, you'll lead business process control reviews and special projects across multiple risk domains for your ... risk advisory and consulting teams serving financial services clients - all with the resources, environment...and practice managers. + Ability to be a trusted advisor to a client and to bring new and… more
- Charles Schwab (Westlake, TX)
- …are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering ... with the education and tools to trade globally. International Financial Consultants manage a practice of HNW international clients...is a high-contact and high-activity role where scheduling working hours based on the needs of your clients will… more
- Thrivent Financial (Austin, TX)
- …record of attracting, selecting, and developing financial advisors. + Experience hiring financial advisor on teams. + Once financial advisors are ... understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record...overnight), up to 50%, and conduct business during evening hours . + Must have own vehicle to use for… more
- Truist (Fort Worth, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
- JPMorgan Chase (Plano, TX)
- …Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP ... US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You… 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 ... + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside...Operations Management **Shift:** 1st shift (United States of America) ** Hours Per Week:** 40 Bank of America and its… 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 ... management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary… more