- Bank of America (Forney, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- TIAA (Dallas, TX)
- …financial solutions to clients, utilizing interpersonal communication and relationship building skills. + Builds meaningful and long-lasting relationships, ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- Truist (Fort Worth, TX)
- …States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to current ... and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex … more
- Lincoln Financial (Houston, TX)
- …external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with the brokerage sales channel in Houston, LA & MS. You will ... **What you'll be doing** + Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable… more
- ITW (Houston, TX)
- …key role in maintaining the accuracy, integrity, and compliance of the company's financial records. You will be responsible for recording financial transactions, ... statements, ensuring compliance with internal reporting and supporting strategic financial initiatives that drive business performance. This role requires a working… more
- JE Dunn Construction Company (Houston, TX)
- …This position is responsible for providing strategic direction, operational excellence, financial management, team leadership and relationship management with ... (base job team). + Serves as the escalation point for all projects, financial , business development, contractual and client relationship risk for the Aptitude… more
- Bank of America (Plano, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Regions Bank (Houston, TX)
- …assessing a client's financial situation to retain & grow the client relationship , conducts and manages all pre-call and post-call meetings for every call + ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- First National Bank of Omaha (TX)
- …expertise, deposit needs with strategic market analysis to create tailored financial solutions that address the unique challenges and opportunities within targeted ... factors affecting targeted industries and adjust strategies accordingly **Vendor & Relationship Management** + Own and manage key vendor relationships in support… more
- Comerica (Dallas, TX)
- …book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching ... on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client needs,… more