- First National Bank of Omaha (Frisco, TX)
- …Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit from the exceptional support available to our ... Packages **About This Role:** **Key Responsibilities:** + **Business Development:** Implement sales strategies and action plans to build networks and third-party… more
- JPMorgan Chase (Dallas, TX)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- World Insurance Associates, LLC. (Dallas, TX)
- …to complement our world-class M&A Corporate Development team specializing in the wealth and retirement markets. The ideal candidate will be self-driven, credible, ... acquisition targets aligned with World Investment Advisors' strategic criteria across Wealth Management and Retirement specializations. + Possess the depth and… more
- Bank of America (Houston, TX)
- …client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a ... seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits * Proactive identification of… more
- HUB International (Austin, TX)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven...a plus) + Demonstrated experience with payroll systems and sales tax filings is a plus **Knowledge and Skills:**… more
- Bank of America (Houston, TX)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Truist (Austin, TX)
- …fee-based services to existing and prospective clients with $75MM to $10B in annual sales . Works closely with natural fit product partners and brings the full suite ... Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, the Leadership Institute and partner closely with Truist… more
- Citigroup (Dallas, TX)
- …understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients ... 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 with existing… more
- Mastercard (Austin, TX)
- …of our real-time, anonymized and aggregated transaction data, powerful software platforms and wealth of expertise, we empower customers to unlock a holistic view of ... our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort navigating complex… more
- Vontier (Houston, TX)
- …If you possess these personal qualities, then consider being an Automotive Sales Manager (District Manager.) You'll introduce qualified individuals to our Tool ... their family and their future. Capitalize on your past sales , automotive, sales manager, district manager, ...Enjoys working from home, using company laptop with a wealth of tools and resources. + Able to navigate… more