- Thrivent Financial (San Antonio, TX)
- …Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their journeys ... willing to help you do so. + Get the support of specialists from every facet of the organization-such...career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to… more
- Deloitte (Fort Worth, TX)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...the art technology, and be connected to a strong support system from firm leadership to ensure you are… more
- Truist (Westlake, TX)
- …the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other ... new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products,… 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
- Truist (Dallas, TX)
- …managing the overall performance of the market, coordinating operational and supervisory support , creating and maintaining a strong culture of risk management and ... compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary of the essential… more
- JPMorgan Chase (Dallas, TX)
- …and mobile suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with ... a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and… more
- JPMorgan Chase (Plano, TX)
- …Encourage collaboration between different functions within the business to enhance advisor development. + Support Strategic Planning for AGP Development: ... Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver… more
- Charles Schwab (Westlake, TX)
- …of employment. + Deep experience and business acumen of Broker-Dealer and Investment Advisor business, risks, and associated rules/regulations. + Demonstrated ... Reporting to the WAS R&G Supervision Director, this Director will lead and support the evolution and execution of our supervisory programs related to financial… more
- BlackRock (Dallas, TX)
- …years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field + Demonstrated ability ... structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our… more