- JPMorgan Chase (Plano, TX)
- …will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management ... strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the… more
- Aramco Services Company (Houston, TX)
- …ability to effectively analyze complex situations and provide practical and actionable solutions within their area of expertise. This role offers opportunities for ... Aramco maintain in-house expertise in multiple specialized areas. The Engineering Advisor , Senior Engineering Advisor and Engineering Consultant positions… more
- Fujitsu (Longview, TX)
- …terms of analysis, design, built, test, and deployment of enterprise level solutions . This includes the assessing viable solution options, providing industry best ... that result in optimal client success and adoption of Fujitsu SCM solutions , fit-gap analysis of customers current state with industry best practices, overseeing… more
- World Insurance Associates, LLC. (Houston, TX)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. Handle stressful situations… more
- Bank of America (San Antonio, TX)
- …Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- PNC (Houston, TX)
- …clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- JPMorgan Chase (Dallas, TX)
- …firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, ... diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning,… more
- Prysmian Group (Marshall, TX)
- …cultivating a high-performance culture, fostering strong labor relations, and serving as a trusted advisor to plant leadership and staff. A key focus of this role is ... grievance handling, negotiations, and labor strategy. + Act as a **trusted advisor ** to plant leadership, providing timely, data-driven insights and guidance on… more
- CVS Health (Austin, TX)
- …are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital ... CVS Heart at Work principals ensures success! Key Responsibilities: . Advisor to external stakeholders (Business, Sales, Account Mgmt., Marketing, Technology, etc.)… more