- Edward Jones (Temple, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- World Insurance Associates, LLC. (Houston, TX)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk ... and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale,..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- EPAM Systems (Austin, TX)
- …You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds ... AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor...Unlimited access to LinkedIn learning solutions + Matched 401(k) Retirement Savings Plan + Paid Time Off - the… more
- JPMorgan Chase (Plano, TX)
- …+ In-depth product knowledge of Payables solutions including Commercial Card + Proven client ownership and trusted advisor relationship building skills, with a ... you will leverage a consultative selling approach, focusing on understanding each client 's unique business needs, challenges, and goals. By actively listening and… more
- Bank of America (San Antonio, TX)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for… more
- Bank of America (Houston, TX)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Securitas Security Services USA, Inc. (Houston, TX)
- …Engagement & Relationship Management** + Serve as the primary strategic partner and trusted advisor for assigned retail client programs. + Lead client ... proactively assess, mitigate, and manage evolving security risks. As a strategic advisor to senior leadership, the **Security Program Director** will partner closely… more
- Concentrix (Austin, TX)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- Oracle (Austin, TX)
- … client , at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. **Responsibilities** ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Bank of America (San Antonio, TX)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more