- Truist (Westlake, TX)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external… 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 ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed.… more
- Robert Half Finance & Accounting (Houston, TX)
- …a trusted advisor and providing continuous guidance. + Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as ... Description We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be...heirs, including the use of trusts, wills, and life insurance . + Provide guidance on charitable giving strategies to… more
- Republic Finance, LLC (Plano, TX)
- …trusted advisor to key partners. Find opportunities to enhance financial planning and analysis processes and systems. Enhance methodologies to streamline ... transform Republic Finance into a modern, fast-growing company! The Financial Planning & Analysis Director plays a critical role...compensation and benefits package including: Health, Dental, & Vision Insurance 15 days of Paid Time Off (PTO) to… more
- City National Bank (Houston, TX)
- …or related experience * Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ... Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist… more
- JPMorgan Chase (Houston, TX)
- …Conduct calls with financial advisors and clients to educate on life insurance products - additionally, actively consult and advise advisors to provide them with ... advisors on financial products and the process of delivering life insurance solutions + Provide proactive and reactive advice and guidance to advisors around… more
- Charles Schwab (Westlake, TX)
- …are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering ... with the education and tools to trade globally. International Financial Consultants manage a practice of HNW international clients...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Grant Thornton (Dallas, TX)
- As the Internal Audit - Financial Services Managing Director, you'll lead business process control reviews and special projects across multiple risk domains for your ... risk advisory and consulting teams serving financial services clients - all with the resources, environment...and practice managers. + Ability to be a trusted advisor to a client and to bring new and… more
- World Insurance Associates, LLC. (Dallas, TX)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor… more
- Lincoln Technical Institute (Grand Prairie, TX)
- Lead the school in the daily operation of the Financial Aid Department to ensure all incoming students are accurately and completely packaged. Assist in planning, ... directing, implementing, and monitoring the timely processing of Financial Aid in accordance with federal and/or state regulations and Company policy. Lead the… more