- First National Bank of Omaha (Frisco, TX)
- …with clients to assess needs, goals, and risk tolerance. + **Holistic Wealth Management :** Deliver solutions across savings, investments, planning, and insurance ... licenses. + Previous successful business development activities and effective relationship management experience. + Proven sales skills, preferably in the… more
- Bank of America (Houston, TX)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- First Horizon Bank (Houston, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals.… more
- Stanley Black and Decker (San Antonio, TX)
- …to identify sales gaps and create and sales plans to close sales gaps. + Driving effective inventory management and retailer specific order writing with ... Manager, you will be a part of the Retail Sales team working as a remote employee in San...multiple career paths. + **Learn:** Have access to a wealth of learning resources, including our Lean Academy, Coursera(R)… more
- WTW (Dallas, TX)
- …with clients, carriers, outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ ... on leading recruitment and retention of talent, including producers and other sales professionals. + Manage controllable expenses within targets to achieve margin… more
- JPMorgan Chase (Dallas, TX)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- Nuveen Investments (TX)
- …performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory ... Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales , Territory Management **Anticipated Posting End Date:** 2025-06-20… more
- First Horizon Bank (Houston, TX)
- …banking, commercial / wholesale banking, business banking / small business, treasury management , wealth management , contact center. **About Us** First ... business relationship management , to include banker book of business and sales process enablement through the application of quality data through CRM and other… more
- Citigroup (Houston, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- First National Bank of Omaha (Plano, TX)
- …with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management : Deliver solutions across savings, investments, planning, and insurance ... to support clients' wealth preservation and long-term goals. + Solution Identification: Recognize...+ Previous successful business development activities and effective relationship management experience. + Proven sales skills, preferably… more