- Edward Jones (Fredericksburg, TX)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- Edward Jones (Dallas, TX)
- …a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? ... What about a deep understanding of the Financial Advisor role and serving clients? If...a strong background in the many complex needs of financial planning as well as a deep… 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 ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …including 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...Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry… more
- JPMorgan Chase (Plano, TX)
- …Collaboration: Encourage collaboration between different functions within the business to enhance advisor development . + Support Strategic Planning for AGP ... team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate...client relationships and achieve success. You will support the development of Financial Advisors by delivering Practice… more
- NTT America, Inc. (Austin, TX)
- …organizational and business outcome mindset. Success will require focusing on planning , leveraging tools and data, and concentrating on the company's business ... skills to understand the client's business (including commercial and financial aspects) in order to bring value to them...require a detailed understanding of client needs, effective sales planning , and building trust, all while managing to client… 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 ... Advisors. 17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and...4. A thorough understanding of a broad range of financial planning and investment concepts. 5. Successful… more
- City National Bank (Austin, TX)
- …CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- Texas A&M University System (College Station, TX)
- …consulting on behalf of the department, contributing to department marketing and development as needed, assessment planning and assisting the Director Staff ... leadership, learning, and involvement opportunities that enhance the growth and development of students and recognized student organizations. As members of the… more
- Bank of America (San Antonio, TX)
- …and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This ... Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning ...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more