- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Raymond James Financial, Inc. (Houston, TX)
- …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... technical abilities for the purposes of monitoring and administering personal trusts. This includes the use of trust... personal trusts. This includes the use of trust accounting and management software as well as word… more
- Wells Fargo (Dallas, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Comerica (Dallas, TX)
- …Serve as a leader for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies ... Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client… more
- Charles Schwab (Austin, TX)
- …(BTS) organization, which represents three federally-chartered banks and two personal trust companies. These entities represent wholly-owned subsidiaries ... that are focused on offering traditional retail and advisor-sponsored banking and personal trust services to complement Schwab's brokerage capabilities. Business… more
- Charles Schwab (Westlake, TX)
- … Trust Services (BTS) organization, which represents three banks and two personal trust companies. These entities represent wholly-owned subsidiaries of the ... that are focused on offering traditional retail and advisor-sponsored banking and personal trust services to complement Schwab's brokerage capabilities. Business… more
- Regions Bank (Houston, TX)
- …range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management ... market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- Comerica (Dallas, TX)
- …Bachelor's degree from an accredited university + 10 years of sales experience in personal trust , investment or financial products + 5 years of experience ... assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects… more
- City National Bank (Houston, TX)
- …Rep * Excellent knowledge in the following areas: asset management, banking/credit, personal trust , and brokerage services. * Excellent analytical and financial ... analysis skills. * Strong computer skills with knowledge in basic software programs like Word, Excel, Power Point, etc. * Strong interpersonal, verbal and written communication skills. * Demonstrated sales skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting… more