- HUB International (Dallas, TX)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored… more
- JPMorgan Chase (Plano, TX)
- …place. As a Principal Software Engineer at JPMorganChase within the Asset Wealth Management Investors Tools Team, you, you provide expertise and engineering ... join us in building innovative financial technology that transforms the way our wealth managers meet our clients' needs around the globe. **Job responsibilities** +… more
- First National Bank of Omaha (Plano, TX)
- …with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to ... support clients' wealth preservation and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product and service… more
- Robert Half Finance & Accounting (Crowley, TX)
- …experience in senior finance roles, ideally within family offices or private wealth management. * Expertise in managing complex personal finances for high-net-worth ... * Comprehensive understanding of tax planning, estate structures, and intergenerational wealth strategies. * Proven ability to manage vendors, negotiate contracts,… more
- JPMorgan Chase (Austin, TX)
- …+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for ... in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and… more
- Citigroup (Dallas, TX)
- …understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients ... strategic advice on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients + Manage… more
- Dollar Tree (Houston, TX)
- …Benefits:** We offer a wide variety of rewards to support your health, wealth , and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, ... we offer: + Employee Assistance Program + Retirement plans + Educational Assistance + And much more! _We are an equal opportunity employer committed to_ _complying with_ _the Americans with Disabilities Act (ADA) and providing reasonable accommodations to… more
- JPMorgan Chase (Plano, TX)
- …will collaborate with our branch partners along with our partners in Chase Wealth Management, Business Banking and Home Lending to provide a seamless experience for ... our customers. **Job Responsibilities** + Manage and coach virtual bank employees to engage customers and deepen relationships with clients + Coach bankers to educate clients on how to use our digital platforms to bank and invest when, where and how they want… more
- SCI Shared Resources, LLC (Grand Prairie, TX)
- …and their dependents as well as eight free counseling sessions per incident. BETTER WEALTH : We are committed to providing the means and resources for our associates ... to manage their current and future financial needs. We offer a 401(k) plan with a competitive company match, financial education tools and flexible spending accounts for healthcare, dependent care and commuter expenses. BETTER SELF: We encourage associates to… more
- Dollar Tree (Abilene, TX)
- …Benefits:** We offer a wide variety of rewards to support your health, wealth , and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, ... we offer: + Employee Assistance Program + Retirement plans + Educational Assistance + And much more! _We are an_ _equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and mak_ _e_ _all… more
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