- Bank of America (Houston, TX)
- …mentor **Required Qualifications:** * 5 plus years of commercial credit and/or wealth management credit experience * Experience reviewing financing requests and ... experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits...* Influence * Pipeline Management * Portfolio Management * Problem Solving * Sales Strategy… more
- Stanley Black and Decker (Austin, 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 North...multiple career paths. + Learn: Have access to a wealth of learning resources, including our Lean Academy and… more
- 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
- HUB International (Austin, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... you will work directly with the tax team and wealth management teams to deliver personal, S-Corporation,...a plus) + Demonstrated experience with payroll systems and sales tax filings is a plus **Knowledge and Skills:**… 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
- World Insurance Associates, LLC. (Dallas, TX)
- …acquisition targets aligned with World Investment Advisors' strategic criteria across Wealth Management and Retirement specializations. + Possess the depth ... who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term… more
- Truist (Austin, TX)
- …development and delivery of custom solutions, including specific efforts to serve the Wealth Management needs of dealer principals, retail banking needs of their ... assigned markets. This will include Indirect Retail, Retail Banking, Wealth Management , Deposit/Treasury/Merchant/Card, Insurance, Corporate Finance, Capital… more
- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... 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
- Vontier (Houston, TX)
- …their family and their future. Capitalize on your past sales , automotive, sales manager, district manager, sales management , tool, franchise, and/or ... of specific, detailed actions. + Using MS Office for sales management purposes, tracking sales ...Enjoys working from home, using company laptop with a wealth of tools and resources. + Able to navigate… more