- Bank of America (Frisco, TX)
- Sr. Relationship Manager - Middle Market (Dallas, Fort Worth, Frisco) Dallas, Texas;Fort Worth, Texas; Frisco, Texas **Job Description:** At Bank of America, we are ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- JPMorgan Chase (Plano, TX)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... to goals-based planning and advice + Demonstrated understanding of investment products and services + Understanding of market... investment products and services + Understanding of market performance and market trends + Proven… more
- Vanguard (Dallas, TX)
- About Financial Advisor Services Financial Advisor Services (FAS) is the largest and fastest-growing of Vanguard's four client-facing businesses. FAS provides ... investors - representing about $3 trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, bank trust departments, registered… more
- JPMorgan Chase (Austin, TX)
- …to effectively educate advisors who have a wide array of abilities, investment /capital market knowledge, and financial planning experience + Foundational ... Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also… more
- Truist (Houston, TX)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products to ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… 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
- Black & Veatch (Houston, TX)
- …solutions in the market + Partner with Enterprise Innovation to ensure investment in innovative solutions are targeted at our clients' needs and planned growth ... operation resiliency services that apply across the client's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory, Industrial Cybersecurity,… more
- Citigroup (Houston, TX)
- …adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client ... relationships (solutions and services) in an intensely competitive fragmented market , taking fullest advantage of the Citi franchise while protecting the Bank and… more
- CBRE (Austin, TX)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... to shape the next chapter in the renewable energy market by identifying and executing tax credit, capital ...across the renewables ecosystem. + Act as a trusted advisor throughout the deal lifecycle-from initial conversations to post-closing… more
- Wells Fargo (Houston, TX)
- …delivering specialty credit products to Commercial Banking clients (and Corporate & Investment Banking clients, as applicable) and partnering with coverage teams to ... **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