- Comerica (San Antonio, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting...management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in… more
- Carrington (Plano, TX)
- …and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson ... & Development Manager will be part of the Learning & Leader Development management team, this role is responsible for developing and driving the strategy and… more
- Coinbase (Austin, TX)
- …needs of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management… more
- Covr Financial Technologies (Houston, TX)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... with clients who are seeking insurance products through their advisor at a financial institution. This team member will...timeframe. + Strives for excellence in customer service and relationship building. + Performs other projects and duties as… more
- Covr Financial Technologies (Houston, TX)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... clients who are seeking life insurance products through their advisor at a financial institution. This role will receive...timeframe. + Strives for excellence in customer service and relationship building. + Pull weekly reporting and assist with… more
- Edward Jones (Dallas, TX)
- …early due to the volume of applicants. Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) ... home office departments to triage all questions for each client relationship , maintaining ownership, driving accountability, and effectively collaborating with key… more