- Optiv (Dallas, TX)
- …and can be hired anywhere in the continental US_** The Sr. Domain Security Advisor (DSA) is the representative expert in a dedicated technology and brings deep ... aligned to business goals, budgetary spend, and metrics based on return of investment in assigned domain. + Maintain advisory relationships with key stakeholders at… more
- JPMorgan Chase (Plano, TX)
- …experience. This is the team for you. **Job Summary** As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... financial plan for each client, and match clients with investment portfolios that are designed and managed by JP...7 * A valid and active Series 66 (63/65) license is required or ability to obtain within 60… more
- Robert Half Finance & Accounting (Houston, TX)
- Description We have an exciting opportunity for a Financial Advisor to join a Financial Planning firm! Option to work fully remote, hybrid or in office as well as ... local to the Houston area or willing to relocate. Must have a Series 7 license . The ideal candidate will have several years of experience growing and managing a… more
- Charles Schwab (Austin, TX)
- …to work on site in the specified locations.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... non-discretionary investment advisory solution, providing clients with a personal relationship,...Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition… more
- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As a Commercial Asset Advisor within PNC's Midland organization, you will be based in office within the ... Finance, Decision Making, Financial Accounting, Financial Management, Financial Operations, Investment Strategies, Revenue Recognition **Competencies** Accuracy and Attention to… more
- Vanguard (Dallas, TX)
- …strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management ... situations, goals, risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and… more
- Wells Fargo (The Woodlands, TX)
- …management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including ... is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This...financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director… more
- Truist (Fort Worth, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is… more
- Wells Fargo (Fort Worth, TX)
- …Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal ... across the territory. + Lead strategic campaigns and product promotions, driving advisor engagement and increasing utilization of lending and banking solutions. +… more