- 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
- TIAA (Frisco, TX)
- …manager for the team. **Key Responsibilities and Duties** + Leads a team of Wealth Advisor Consultants across all channels to build and maintain relationships ... partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and robust solutions. +… more
- Charles Schwab (Westlake, TX)
- …investing or managing banking and lending needs, Investor Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to ... and advisor . Participate in joint sales calls regarding Schwab's financial planning capabilities. **What you have** + CFP(R) designation required + Active… more
- Bank of America (San Antonio, TX)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Robert Half Finance & Accounting (Houston, TX)
- …a trusted advisor and providing continuous guidance. + Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as ... Description We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be...tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts,… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... have a desire to be a part of the wealth management process? Do you have a strong background...Senior Planner will serve as a conduit between the financial advisor , client and the home office… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... a strong culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the… more
- Truist (Fort Worth, TX)
- …the group, educating teammates, and improving service, processes, and systems. Will assist the wealth team members on the most complex financial , tax, legacy and ... (United States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to… more
- Principal Financial Group (Austin, TX)
- …scalable user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications. **Additional ... to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising… more
- Vanguard (Dallas, TX)
- …Additional Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and ... Senior TypeScript Engineer, Wealth Management The Wealth Management business...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more