- 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 ... $25M with a focus on client experience and risk management . **Key Responsibilities Include** + Responsible for loan and...and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
- Carrington (Plano, TX)
- …Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... + Bachelor's Degree or equivalent work experience. + Project Management experience required. + Mortgage Lending or Mortgage Servicing...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… 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 ... outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls,… 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 ... outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls,… 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 ... outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request for… more
- Amazon (Dallas, TX)
- …modernizing the trade lifecycle and enhancing the customer experience with regards to wealth and asset management . - Champion industry best practices through AWS ... advance AWS Database Services adoption across their operations, from enterprise database management systems to long term data strategy. - Collaborate with AWS… more
- Anywhere Real Estate (Houston, TX)
- …or industry events. **Job Responsibilities:** Minimum of 2 years of sales management experience in addition to sales experience. Achieve company objectives through ... sales goals. **Job Qualifications:** Minimum of 2 years of sales management experience in addition to sales experience. Excellent communication, interpersonal, and… more
- WTW (Dallas, TX)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... of competitors products and services. + Acts as an advisor or mentor to junior team members. + Requires...written and verbal communication + Proven influencing and relationship management skills + Proven analytical skills + Strong communication… 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) ... client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with… more