- Charles Schwab (Westlake, TX)
- …role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team ... that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team,...have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject… 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 ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful… 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 ... in administrative support in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services a plus more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards ... of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the… 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
- JPMorgan Chase (Plano, TX)
- …shape exceptional user experiences through cutting-edge research. As an Experience Research Senior Associate in Wealth Management, you will play a pivotal role ... user experience research, translating insights into impactful design recommendations on our Wealth Management team. Bring your industry trends and knowledge to… more
- Regions Bank (Atlanta, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing, ... underwriting, and negotiating credit decisions for standards Private Wealth Management (PWM) credit requests submitted by Private Wealth and Lending Advisors… more
- Regions Bank (Houston, TX)
- …careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships ... Collaborates with internal business partners to provide a broad range of wealth products and services including; financial planning, asset management, personal trust… 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 associate will need high attention to detail as they… more
- Regions Bank (Dallas, TX)
- …Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or ... terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.… more