- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... License ideal * 3 years or more experience in financial services * Excellent written and oral...to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus *… more
- Thrivent Financial (Austin, TX)
- …best role at Thrivent to grow. This role should be experienced in the financial services industry with a strong expertise and ability to deliver purpose-based ... college degree strongly preferred. + 5+ Years in the financial service industry attracting and hiring new...and developing financial advisors. + Experience hiring financial advisor on teams. + Once … 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 ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- Sedgwick (Fort Worth, TX)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To ... serve as the subject matter expert (SME) of a single line of business; disability, leave of absence or ADA, and responsible for the implementation of the line of business for new or existing clients ensuring product quality and regulatory standards compliance.… more
- Edward Jones (Arlington, 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...+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). +...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
- JPMorgan Chase (Dallas, TX)
- …a diverse suite of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication...of Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (The Woodlands, TX)
- …and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service...+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside… 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
- City National Bank (Austin, TX)
- …in 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...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more