- First National Bank of Omaha (Frisco, TX)
- …existing customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial ... for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. + **Community… more
- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading financial ... career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + Establish, grow, and… more
- JPMorgan Chase (Fort Worth, TX)
- …wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our ... to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- City National Bank (Austin, TX)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- TIAA (Dallas, TX)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs… more
- JPMorgan Chase (Plano, TX)
- **Job Responsibilities** As an **Annuity Advisor ** ,you will work in a team based office environment to offer annuities planning and advice to clients by helping to ... Possess and continue building on a broad range of investment products, with a primary focus on annuity products...We offer a competitive total rewards package including base salary determined based on the role, experience, skill set… more
- JPMorgan Chase (Webster, 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 ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- PNC (Dallas, TX)
- …opportunity to contribute to the company's success. As a Strategy and Planning Advisor within PNC's technology organization, you will be based in Pittsburgh, PA, ... at the manager's discretion. As a Strategy and Planning Advisor , you will be a member of the Technology...and ultimately determining why an opportunity is a viable investment for the enterprise. Due to the nature of… more
- Charles Schwab (Westlake, TX)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service ... on Schwab's approach to investing. As an Associate Wealth Advisor , you will be responsible for supporting 2-4 Wealth...English and Cantonese is preferred **In addition to the salary range, this role is also eligible for bonus… more