- 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 ... Case Manager, Life Insurance REPORTS TO: Team Lead, Case Management DEPARTMENT: Insurance Operations FLSA STATUS: Exempt TRAVEL: None...to the next level - joining forces with internal sales partners to provide the financial professionals we serve… more
- Parker Hannifin Corporation (Fort Worth, TX)
- Bus Dev Mgr III (SSO Division) Location : FORT WORTH, TX, United States Job Family : Sales Job Type : Regular Posted : Jul 30, 2025 Job ID : 58525 Back to Search ... strategic partner/alliances to gain business. Conducts competitive research, evaluates sales performance, and formulates goals and milestones for specific products… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …+ Provide actionable insights to clients, with a focus on estate planning and wealth management . + Oversee financial statement preparation and ensure accuracy in ... on tax planning, compliance, estate planning, financial statement preparation, and asset management -all with an eye for growth and excellence. Your Role: + Develop… more
- Bank of America (Frisco, TX)
- …days of start date. **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active Listening + ... focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think… more
- Atria Wealth Solutions (Fort Worth, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives.… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of… more
- Comerica (Dallas, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... expertise, have excellent written and verbal communication skills, have strong management /coaching skills, are inspirational, have superior process management … more
- JPMorgan Chase (Plano, TX)
- JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role ... + Understand and evaluate the financial impact: changes in yields, pipeline projections, sales , product mix, and impacts + Take active role in the forecasting… more
- Dollar Tree (Junction, TX)
- …Manager to join our team to lead associates, assist customers, and drive store sales . Responsibilities include, but are not limited to, the following: . Manage and ... oversee all aspects of business operations to maximize sales and profitability . Oversee and delegate all store...required . Excellent communication skills are required . Retail management experience is preferred . Ability to regularly lift… more
- Bank of America (Dallas, TX)
- …the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management . **The Academy** will support you along the way with ... and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and… more