- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team comprised ... ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners to… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial ... expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting… more
- JPMorgan Chase (San Antonio, TX)
- …to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, Fort Worth, ... Birmingham, AL, Charlotte, NC, or Phoenix, AZ. Bilingual Spanish preferred. PNC Wealth Advisors execute an advice and planning strategy focused on helping clients… more
- JPMorgan Chase (Dallas, TX)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... Develop, retain and deepen trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing of new trust business,… more
- JPMorgan Chase (San Antonio, TX)
- At JP Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while ... diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. ... This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the… more
- JPMorgan Chase (Plano, TX)
- As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... clients. **Job responsibilities:** * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their… more