- Citigroup (San Antonio, TX)
- …of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the ... Banker teams. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations,… more
- First State Bank (Denton, TX)
- …customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions of the ... bank. The requirements listed below are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The competence of the employee in performing… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time ... Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent ... customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities * Support Advisors of a growing book of business, requiring the… more
- Charles Schwab (Westlake, TX)
- …+ **Active and valid FINRA Series 7 and 63 licenses required ** + **Active and valid FINRA Series 9/10 license is required ** + Understanding of the financial ... **Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Client Relationship… more
- Huntington National Bank (Austin, TX)
- …+ Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment strategies and managers; ... prepare regular reporting and updates. + Maintain and update shadow accounts and assist with data reconciliation. + Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group with operational and… more
- Regions Bank (Dallas, TX)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Bank of America (The Woodlands, TX)
- …**Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Dallas, TX)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Vanguard (Dallas, TX)
- Senior TypeScript Engineer, Wealth Management The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth ... families, and give them the best long-term outcomes. The Wealth Management offer is designed to meet these clients'...Management offer is designed to meet these clients' complex wealth management and estate planning needs, so they can… more