- 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 ... and retirement industry, and can effectively manage between sales and service support needs of the product. Job...financial products and the process of delivering life insurance solutions + Provide proactive and reactive advice and… more
- Thrivent Financial (Austin, TX)
- …record of attracting, selecting, and developing financial advisors. + Experience hiring financial advisor on teams. + Once financial advisors are ... pipeline to support the market capacity growth and total sales objectives through advisor referrals and community...understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record… 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
- JPMorgan Chase (Plano, TX)
- … insurance , and brokerage markets knowledge) required + Series 7, Series 66, and Insurance Licensing required + 7+ Years of Sales Experience + Skilled at ... Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP… 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 ... planning and book transitions to Advisors. 17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and… more
- Cognizant (Austin, TX)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... client base, this role supports the entire customer lifecycle - from pre- sales solutioning through post-go-live adoption and expansion. You will bring deep industry… more
- PNC (Houston, TX)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- PNC (Dallas, TX)
- …Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business ... be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch...and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will… more
- NTT America, Inc. (Austin, TX)
- …Advisory: Build strategic relationships with C-suite executives, acting as a trusted advisor on their hybrid IT, edge infrastructure, and AI journey. Understand ... to influence new solutions and contribute to compelling thought leadership and sales enablement tools. Align GTM feedback loops with offering development to ensure… more