- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team comprised ... ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners to… more
- PNC (Dallas, TX)
- …FL, Birmingham, AL, Charlotte, NC, or Phoenix, AZ. Bilingual Spanish preferred. PNC Wealth Advisors execute an advice and planning strategy focused on helping ... valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, Fort Worth,… more
- Comerica (Dallas, TX)
- …defects. + Support large corporate or division initiatives. + Participate in strategy sessions, project teams and implementation of key deliverables. + Prepare ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
- Charles Schwab (Westlake, TX)
- …high performance, quality service and the ability to execute the Schwab strategy . Essential skills include: **Required Qualifications:** + **Active and valid FINRA ... Series 7 and 63 licenses required ** + **Active and valid FINRA Series 9/10 license is required ** + Understanding of the financial services industry and/or securities industry + 2+ years in a client service capacity **Preferred Qualifications:** + Bachelor's… more
- Huntington National Bank (Austin, TX)
- …development within alternatives, with potential to grow into more analytical or strategy -facing responsibilities over time. Exempt Status: (Yes = not eligible for ... overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and… more
- Charles Schwab (Westlake, TX)
- …Organization:** Schwab's Wealth & Advice Solutions (WAS) organization drives our strategy to create an integrated Wealth and Advice Solutions business and ... **Your opportunity** **Director, Strategy & Execution - Managed Accounts for Individual...leaders related to the broader Managed Accounts business, Schwab Wealth Advisory and Investor Services priorities, and across related… more
- Bank of America (San Antonio, TX)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/Investment-Management-Specialist\_25030384-2) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Comerica (Dallas, TX)
- …for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately responsible for the results ... of the Investment Strategists which includes asset growth, strategy and research implementation and execution, and monitoring customized solutions. Additionally,… more
- Edward Jones (Dallas, TX)
- …**Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience ... opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs...and client and branch experience measures. + Lead the strategy and guidance for presentations to be delivered through… more
- Truist (Fort Worth, TX)
- …(United States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to ... group, educating teammates, and improving service, processes, and systems. Will assist the wealth team members on the most complex financial, tax, legacy and estate… more