- Insight Global (Fort Worth, TX)
- Job Description Insight Global is seeking a Lead Trader to join a boutique wealth management firm in Fort Worth, Texas. In this role, this individual will focus on ... Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to design tailored investment and retirement… more
- World Insurance Associates, LLC. (San Antonio, TX)
- …payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence + Engage...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Citigroup (Dallas, TX)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… 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 ... understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create,… more
- Scotiabank (Dallas, TX)
- …guidance and business design expertise. + Act as a strategic advisor to transformation initiatives, ensuring projects are aligned to target-state design ... in cross-functional planning. + **Stakeholder Engagement** + Act as a trusted advisor to GBM executives, product owners, and transformation leads. + Influence… more
- JPMorgan Chase (Plano, TX)
- …follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers ... are efficient, effective and appropriately consistent. The **Human Resources Business Advisor ** proactively partners with sr. business leaders and other HR partners… more
- Anywhere Real Estate (San Antonio, TX)
- …different backgrounds, approaches, and perspectives. + Expert relationship builder and client advisor . Ability to influence and engage partners at all levels. + Very ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Charles Schwab (Westlake, TX)
- …give advice on legal issues and risks relevant to Schwab's Investor Services and Wealth and Advice Services businesses. The Director will function as part of a small ... channels for Schwab's retail business. You will be the primary day-to-day legal advisor for working groups devoted to multiple projects and initiatives helping to… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and security issues; communicates impact; proposes risk mitigation options. + Acts as advisor or coach to new or lower level analysts; allocates work. + Provides… more
- Citigroup (Roanoke, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and procedures as necessary + Provide technical/strategic direction and act as advisor /coach to lower level analysts + Develop projects required for design of… more