- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...and serves as the primary contact for customer relationship management and account servicing. This position requires a strong… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. ... to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the… more
- JPMorgan Chase (Plano, TX)
- …our business in an ever-changing landscape. In this role you will be aligned to support ** Asset & Wealth Management 's US Wealth Management Client ... line of defense for JPMorgan Chase & Co. (JPMC), Control Management protects and defends the firm...qualifications, capabilities and skills:** + Experience with Banking/private banking, wealth management , and/or asset … more
- JPMorgan Chase (Plano, TX)
- Join JPMorgan's Asset and Wealth Management Team, a global leader managing $6.4 trillion in client assets, and work with institutions, high-net-worth team ... unique talents. As a Stress Forecasting Lead within the Asset and Wealth Management team,...collaborate closely with senior stakeholders across Finance, Risk, Technology, Control Management , Legal, and Corporate Model Risk… more
- Wells Fargo (Austin, TX)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. ... * Estate services. * Philanthropic services. * Closely held asset management . * Real estate and loan...a Senior Special Needs Trust Officer as part of Wealth and Investment Management . Working at Wells… more
- JPMorgan Chase (Austin, TX)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… 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,...management , etc. + Compliance to the Firm's quality control standards + Additional projects, furthering the service of… more
- WTW (Dallas, TX)
- …outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ colleagues, oversees ... Industry Vertical Leaders with particular focus and support for the Alternative Asset Insurance Solutions Team (Mergers & Acquisitions team) + Creates and develops… more
- JPMorgan Chase (Richardson, TX)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify...experience + Protect the firm by following sound risk management protocols and control policies and adhering… more
- JPMorgan Chase (Plano, TX)
- …will build diversified experiences working with the firm's Internal Audit teams, including Asset & Wealth Management , Commercial Banking, Consumer & ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more