- JPMorgan Chase (Dallas, TX)
- …the last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, ... **Global Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive… more
- Comerica (Houston, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients...clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… 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 ... Resourceful and uses company reference materials and contacts fluidly. + Assist advisor in scheduling meetings by contacting clients and coordinating calendars. +… more
- Bank of America (Houston, TX)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor Houston, Texas **To proceed with your application,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- First Horizon Bank (Dallas, TX)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... minded senior internal auditor with a deep understanding of banking and financial risk management; + provide critical assurance and advisory services on the… more
- First Horizon Bank (TX)
- …within the company's footprint. **Summary** The Treasury Management (TM) Risk and Controls Advisor as a first line of defense role that is responsible for executing ... + Experience managing enterprise and operational risk programs at a large financial institution, including RCSA, KRI, operational losses, issues management, new and… more
- DriveTime (Fort Worth, TX)
- …servicing through Bridgecrest, which is one of the country's leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables ... High School Diploma or GED + 2+ years of experience in collections, financial services, and/or phone-based sales, customer service or customer relations + Contact… more
- Bank of America (The Woodlands, TX)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Truist (Westlake, TX)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective… more