- Kestra Financial (Cypress, TX)
- …and growing wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the right person. This ... and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements...Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and… more
- Equitable (Dallas, TX)
- Wealth Management Associate - TX, Dallas (4028) ( 210000R8 ) **Primary Location** : UNITED STATES-TX-Dallas **Organization** : Equitable Advisors **Description** ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … 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 ... (NIGO) status + Add and edit account features such as cashiering requests for a client + Work alongside experienced team members and ask for help when needed +… 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 ... the Policy & Procedures manual + Foster and support client relationships + Maintain files, both paper and electronic,...and exhibits a can-do attitude Job Requirements: + Prior client service experience and working directly with clients +… more
- Charles Schwab (Austin, TX)
- …As a **Senior Regional Manager** you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment ... Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting… 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)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ... 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)
- …create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... the smooth operation of our services. This role is situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and… more