- JPMorgan Chase (Dallas, TX)
- …in Practice Management **Behaviors of Business Development, Business Management , Financial Planning, Investment Acumen, Relationship Management ... skills, and capabilities:** + 5+ years broad business and sales experience in the wealth management industry...and product knowledge, and the ability to articulate complex investment ideas + Experience with practice management … more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more
- Bank of America (Lufkin, TX)
- …services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge. + Performance ... Management is a leading provider of comprehensive wealth management and investment products and services for...candidates have at least three years of full time sales experience in ever more challenging environments. The … more
- Neuberger Berman (TX)
- …**Pivotal Experience & Expertise:** + Minimum of 7 years' experience in an institutional sales role at an investment management firm + Extensive current ... a key member of the West South Central region sales team, this position will be responsible for selling...team, this position will be responsible for selling institutional investment management services by calling directly on… more
- Comerica (Frisco, TX)
- …to individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, ... new investment opportunities and assisting in the formulation of Comerica's investment strategy. Responsible for the execution and management of Comerica's… more
- Comerica (Dallas, TX)
- …policies and procedures. This position will be accountable for ensuring the consultative investment management process serves as the foundation for providing the ... requirements. This position will also work across the enterprise to deliver the Wealth Management investment process and value proposition. This role will be a… more
- Kestra Financial (Cypress, TX)
- …to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the ... industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities… more
- Primo Brands (Huntsville, TX)
- …will include a focus on profitable revenue growth and effective customer investment management . This position evaluates promotions, price points, and retailer ... of trade terms with focus on improving return on investment . * Promote better understanding of trade management...be leveraged to develop actionable, forward-looking total volume & investment customer plans. * Partner with Field Sales… more
- Atria Wealth Solutions (Fort Worth, TX)
- …its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX ... objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes...to the branch employees, identified credit union executives and sales manager regarding sales practices and business… more
- BP Americas, Inc. (Houston, TX)
- …channels, and tactics specific to the retail industry. + Project and stakeholders' management , working sales and be able to manage competing priorities. + ... problems and overcome obstacles. + Analytical and financial skills to track, optimize spend, sales lift and return on investment **How much do we pay (Base)?… more