- World Insurance Associates, LLC. (San Antonio, TX)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- JPMorgan Chase (Houston, TX)
- …strongly preferred or equivalent work experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of goals based planning… more
- Bank of America (The Woodlands, TX)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (Trophy Club, TX)
- …of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist ... passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions for helping new… more
- PNC (Houston, TX)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... that our clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to… more
- Huntington National Bank (Addison, TX)
- …in audit findings and responses, reviewing remediation plans, and be a trusted advisor to identify risk to the company. Description: Huntington is on a journey ... you'll be a subject matter expert in cyber security solutions that will balance the need for speed and...potential security threats. Seeking an individual who has supported financial services and helped assess and develop their cloud… more
- Brink's (Coppell, TX)
- … solutions , and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial ... insights into actionable recommendations for senior leadership + Act as a trusted advisor to the VP Sales ( Financial Institutions) and team, providing … more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... succession planning and book transitions to Advisors. 17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized,… more
- Bank of America (San Antonio, TX)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions . This… more