- Kyndryl (Austin, TX)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused… more
- Oracle (Austin, TX)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... (SaaS, IaaS, PaaS), GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in… more
- Kestra Financial (Bellaire, TX)
- We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a ... Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 and 65,… more
- Edward Jones (Cedar Park, 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 (Rusk, 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
- Wells Fargo (The Woodlands, TX)
- …The ideal candidate will be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence advisor behavior ... outcomes. The Market Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client...Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo… more
- JPMorgan Chase (Houston, 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
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... what truly makes us special and impactful. **The Opportunity** As a trusted advisor , executive coach and strategic partner to senior executive leadership, you will… 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
- Bank of America (Houston, TX)
- …objectives and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more