• Investment Advisor

    Navy Federal Credit Union (North Richland Hills, TX)
    … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... assignment that are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations… more
    Navy Federal Credit Union (07/29/25)
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  • Consumer Investments - Investment

    Bank of America (Fort Worth, TX)
    …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
    Bank of America (07/15/25)
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  • Licensed Investment Principal - Series 24…

    TEKsystems (Fort Worth, TX)
    …Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update ... managed, brokerage, and direct at fund accounts. Resolve and respond to advisor/ client inquiries communicating concepts and strategies in simple and easy to… more
    TEKsystems (08/26/25)
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  • Retirement Service Representative

    ADP (Dallas, TX)
    …Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and ... **Retirement Services Representative (401k)** **Position Summary:** The...being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking… more
    ADP (07/18/25)
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  • Financial Services Representative

    Bank of America (Fort Worth, TX)
    Financial Services Representative - Retirement and Benefits-Bilingual Spanish Fort Worth, Texas **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Financial- Services - Representative Retirement-and-Benefits\_25032540) **Job Description:** Merrill Wealth Management… more
    Bank of America (08/02/25)
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  • Business Development Representative II…

    JPMorgan Chase (Plano, TX)
    …serving small and medium-size business clients through banking, payments, and value-added services . We take a client -first approach in developing solutions that ... have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales...channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You… more
    JPMorgan Chase (07/21/25)
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  • Sales Representative - Group Benefits (DFW…

    Principal Financial Group (Addison, TX)
    **What You'll Do** We are looking for a **Sales Representative ** in our Group Benefits area. In this role, you'll partner closely with the broker community ... disability, vision, critical illness). We also have an outstanding service team to partner with you and prioritize your...to partner with you and prioritize your brokers' and client 's needs! Here are a few examples of the… more
    Principal Financial Group (08/21/25)
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  • Brokerage Registered Client Service

    Truist (Fort Worth, TX)
    …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
    Truist (08/17/25)
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  • Direct Sales Representative , ICM - Rio…

    Abbott (El Paso, TX)
    …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... We are seeking a dynamic and results-driven Medical Sales Representative to join our team to promote and sell...potential clients on the Company's products and addresses any client questions and concerns. + Builds and executes on… more
    Abbott (06/17/25)
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  • Client Services Coordinator

    CBRE (Houston, TX)
    Client Services Coordinator Job ID 235379 Posted 25-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... United States of America **About the Role:** As a Client Services Coordinator, you will be responsible...part of the global leader in commercial real estate services and investment that helps businesses and… more
    CBRE (08/26/25)
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