• Flourish (Dallas, TX)
    …to preparing reporting to thinking strategically about how we can provide better service , more efficiently. You also love collecting client feedback and sharing ... in improving the product. About the Role As a client support representative , you'll provide client...as needed Minimum Qualifications Bachelor's degree 3+ years of Client Support experience within financial services , or… more
    Upward (07/14/25)
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  • Ecruit (Fort Worth, TX)
    …Backgrounds: Sales Executive- Sales Associate-Sales Consultant-Customer Service Representative -Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales ... Advisor-Telecommunications-Business Development Representative Best investment you can make in your future. A company who believes in their agents and… more
    Upward (07/17/25)
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  • Northwestern Mutual (Rockwall, TX)
    …Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best ... off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect...to prospect and network to build your business and client base Develop and execute on a business strategy… more
    Upward (07/11/25)
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  • SHELL FEDERAL CREDIT UNION (Pasadena, TX)
    …products. Create client summary letters or emails. May include summarizing investment balances and returns in advance of client meetings; summarizing ... - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members' financial futures for...Consistently meet all Game Changer Commitments and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply… more
    Upward (07/03/25)
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  • Northwestern Mutual (Addison, TX)
    …subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services , LLC (NMIS) ( Investment Brokerage ... includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services , LLC and Northwestern Mutual Wealth Management Company… more
    Upward (07/07/25)
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  • Voya Financial Advisors (Dallas, TX)
    …necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and ... efficiently manage your clients' financial information and plans Turnkey marketing services Transition assistance, if applicable Securities and investment … more
    Upward (06/30/25)
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  • 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 (07/12/25)
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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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  • 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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  • Outside Sales Representative (Valve…

    Xylem (Houston, TX)
    …+ **Maximize the financial performance of the region by expanding the service contracts of Xylem's Wachs Water Services capabilities.** + Maintain ... innovative and sustainable solutions. The **Outside Sales Rep** **(Valve & Hydrant Services )** will be responsible for maximizing the financial performance of their… more
    Xylem (07/18/25)
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