- Edward Jones (Dallas, TX)
- …through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the...the wealth management services that our clients need. The Senior Planner will serve as a conduit… more
- Edward Jones (Dallas, TX)
- …solutions to keep them on-track. Responsibilities include: + Partner with the Senior Planner , Financial Advisor, and high net worth team to deliver an ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the...extensive resources of our home office to support our senior planner and financial advisors in serving… more
- TIAA (Frisco, TX)
- …of client relationship experience, in portfolio management and financial planning for high - net -worth clients **Preferred Qualifications:** + 7+ years of client ... Regional Director The Senior Director, Portfolio Management, is responsible for managing...relationship experience, in portfolio management and financial planning for high - net -worth clients + 3+ years' experience managing… more
- City National Bank (Houston, TX)
- …team, and is responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net -worth (H/UHNW**) clients and prospective ... to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate goal of… more