- JPMorgan Chase (Webster, TX)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- Bank of America (Houston, TX)
- Registered Private Wealth Client Associate Houston, Texas... client materials and follows up on all client and Financial Advisor (FA) ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Registered- Private -Wealth- Client -Associate\_25046203) **Job Description:** Merrill Wealth Management is… more
- US Bank (Houston, TX)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable… more
- Huntington National Bank (Farmers Branch, TX)
- Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance...to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that… more
- Zions Bancorporation (Houston, TX)
- …is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These ... services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal ... and ongoing advice built on Schwab's approach to investing. Private Client Advisors work for Schwab ...Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co.,… more
- Texas Tech University (Lubbock, TX)
- …ID:** 41986BR **Travel Required:** Up to 75% **Major/Essential Functions:** + Assess client needs. + Provide counseling that includes financial , regulatory, and ... **41986BR** **Extended Job Title:** Business Field Advisor **Position Description:** Performs professional counseling and training to the area businesses in a… more
- Citigroup (Dallas, TX)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (Dallas, TX)
- …**Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create, ... Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time… more
- BlackRock (Dallas, TX)
- …+ 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field ... or financial due diligence professional who appreciates the nuances of private equity agreements, complex legal agreements, and financial structures - FAIR… more