- JPMorgan Chase (Dallas, TX)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… 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
- 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
- Brink's (Coppell, TX)
- …+ Strong financial modeling and analytical skills + Advanced Excel and financial planning tools (eg, Power BI) + Exceptional communication and influencing ... recommendations for senior leadership + Act as a trusted advisor to the VP Sales ( Financial Institutions)...VP Sales ( Financial Institutions) and team, providing financial and commercial insights to support strategic planning… more
- JPMorgan Chase (Plano, TX)
- …Encourage collaboration between different functions within the business to enhance advisor development. + Support Strategic Planning for AGP Development: ... (JPMWM)** is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth...team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior… 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
- 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
- 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 ... & Health insurance licenses. 4. A thorough understanding of a broad range of financial planning and investment concepts. 5. Successful track record of sales… more
- JPMorgan Chase (Plano, TX)
- …overall direction. Be part of a dynamic and evolving group, contributing to financial planning , resource management, and program governance. This role requires ... teams within Global Banking, establishing yourself as a trusted advisor . As a Global Banking Finance & Business Manager,...in business management and/or finance + Proven expertise in financial management, planning , and analysis within a… more
- JPMorgan Chase (Houston, TX)
- …Solutions (IRS) organization lives at the intersection of goals based planning and delivering improved lifestyle outcomes. Our products, tools, and thought ... leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement...of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical… more