- Truist (Houston, TX)
- …of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, ... States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable… more
- Kestra Financial (Fort Worth, TX)
- …insurance, and managed accounts * Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort...building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and… more
- Thrivent Financial (San Antonio, TX)
- …you joining Thrivent's Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Bank of America (San Antonio, TX)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support** + SAFE ACT Registration ; ADV-2B Required + **Obtain ... EGP model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to further develop and… more
- Bank of America (San Antonio, TX)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration ; ADV-2B Required + Maintain at ... and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions . This… more
- US Bank (Dallas, TX)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... strategies and execute them enabling partners to sell talech solutions . This includes Sales Leaders, Individual Merchant Processing Providers, Operational… more
- Texas A&M University System (Corpus Christi, TX)
- …academic, TSI, SAT and ACT tutoring workshops, including assist students with registration . + Provide general information about financial aid and scholarship ... PARTNER PROGRAM (https://www.tamucc.edu/human-resources/careers/dual-career-partner/index.php) ON-CAMPUS WELLNESS OPPORTUNITIES Work Life Solutions : (https://www.tamucc.edu/human-resources/benefits/eap.php) + Counseling, Work Life Assistance, … more
- US Bank (Dallas, TX)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the ... 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing...new products, we're building a range of tailored payment solutions powered by the latest technology. As part of… more