- Truist (Houston, TX)
- …* The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the leader and ... net worth clients * The ability to develop and implement a team business plan (eg financial, budget, staffing, marketing, calling plan.) that meets the corporation's… more
- WelbeHealth (Austin, TX)
- WelbeHealth is a value-based healthcare organization that's transforming the future of senior care by providing an all-inclusive care option to our most vulnerable ... senior population. We step in as the care provider and care planner that work to keep our participants within their communities, out of institutions, and cared… more
- GE Vernova (Houston, TX)
- …participant planners and schedulers of the projects (ie product planers, consortium planner , site scheduler). + Ensures that the contractual and key internal ... reporting system to provide the customer, project team, consortium partner and senior management, accurate progress status and forecasts. + Leads the project update… more
- JPMorgan Chase (Plano, TX)
- …understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job responsibilities** + ... Support a thriving book of business by delivering personalized investment solutions to clients by...+ Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Degree in Business , Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service in all interactions ... credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and… more
- Berkshire Hathaway Automotive (Irving, TX)
- …will play a multitude of roles, including Event and Meeting Planner , Training Coordinator, Reporting Specialist, and Learning Management System (LMS) Administrator. ... style to engage a wide range of personalities. Collaborate with colleagues and senior leadership and clients, both internal and external * Extremely flexible: must… more