- JPMorgan Chase (Plano, TX)
- …Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver ... build successful and sustainable long-term behaviors. **Job Summary:** + Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to… more
- Deloitte (Fort Worth, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Citigroup (Dallas, TX)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- Wells Fargo (Irving, TX)
- …product penetration by delivering specialty credit products to Corporate & Investment Banking clients and partnering with coverage teams to structure, propose, ... **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
- JPMorgan Chase (Houston, TX)
- …JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible ... of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- World Insurance Associates, LLC. (Dallas, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Lenovo (TX)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... (KPIs, BMS, governance) in partnership with operational owners. + Serve as a strategic advisor and thought partner to the Chief of Staff, supporting the VP/GM of… more
- Bank of America (Austin, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- American Heart Association (Dallas, TX)
- …Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and financial ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
- Principal Financial Group (Dallas, TX)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more