- Thrivent Financial (Dallas, TX)
- …securities licenses necessary for this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians and others who align with ... the ability to help your friends, family and natural market + Access robust tools like the Thrivent Planning...career change, you could be a successful Virtual Financial Advisor if you're : + Self-disciplined, independent and driven… more
- Raymond James Financial, Inc. (Frisco, TX)
- …and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our ... and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community involvement,… more
- Raymond James Financial, Inc. (Austin, TX)
- …Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps… more
- Raymond James Financial, Inc. (Frisco, TX)
- …Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps… more
- Truist (Bryan, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass… more
- City National Bank (Houston, TX)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally… more
- Truist (Fort Worth, TX)
- …active and well connected in the community * Expected to be the expert level " market moving" advisor with ability to handle the most challenging, sensitive and ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...updated and abreast of changing economic, legal, financial planning, investment trends and general market and business… more
- Comerica (Houston, TX)
- …fee goals by formulating and coordinating a custom marketing plan for assigned market ; organizing and conducting investment management, estate planning and trust ... Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of… more
- BP Americas, Inc. (Houston, TX)
- …Undertaking a program of world class investor engagement + Acting as a trusted advisor to executives and the board An ability to thrive in a fast-paced environment, ... and virtual engagement with current shareholders and the broader investment community. + Maintain regular engagement with sell side,...+ Support the IR leadership team as a trusted advisor to senior management + Accountable for developing and… more
- CIBC (Palisades, TX)
- …management, financial services support, and exceptional client service. As a Financial Advisor , you'll deliver on CIBC's Imperial Service approach, acting as a ... establish new client relationships. + **Business development -** Deeply understand your local market and potential client base to create sales plan that will convert… more