- First State Bank (Gainesville, TX)
- …excellent customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective ... for our shareholders. Our Core Values are: Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees are...is presented for approval + Serve as backup to Trust Operations Specialist to assist with trust … more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin, San Antonio (5146) ( 240000NS ) **Primary Location** : UNITED STATES-TX-Fort Worth ... future November 30, 2021 2) https://www.fa-mag.com/news/female-advisors-are-the-future-of- wealth - management -now-67909.html 3) https://www.cnbc.com/2022/05/03/money-decisions-by-women-will-shape-the-future-for-the-united-states.html… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX, Fort Worth (2593) ( PIN\_15319 ) **Primary Location** : UNITED STATES-TX-Fort Worth **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Kestra Financial (Grapevine, TX)
- …with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial ... Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth ...through a financial advisory partnership built on integrity and trust . We take the stress out of managing personal… more
- UMB Bank (Fort Worth, TX)
- …delivers private banking credit and deposit solutions. Additionally, will partner with wealth management , retail, commercial banking & other lines of business ... 7 years experience in direct financial sales + You have 10 years of wealth management /private banking experience in the financial services industry + You possess… more
- Broadridge Financial Solutions (Coppell, TX)
- …equipment manufacturers and other Broadridge facilities) as required. Basic Qualifications: + Associate degree or bachelors Degree (Accounting, Management , or a ... skills to be able to effectively consolidate and report critical information to management . + Strong oral and written communication skills. Must be able to… more
- Broadridge Financial Solutions (Coppell, TX)
- …and external vendors. This will include but is not limited to Account Management , Quality Control, Print, Randstad, PGS, Logistics and Technical Support. 3. Ensure ... and shipped in accordance with our client commitments/deadlines. 5.Work with management to review expected volumes and identify appropriate staffing levels. Assist… more
- Broadridge Financial Solutions (Coppell, TX)
- …on cloud adoption, event-driven architecture, and composable systems + Program Management : Oversee the planning, execution, and delivery of the transformation ... present to groups of all sizes and levels of management ) + Ability to successfully work under tight and...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Coppell, TX)
- …responsibilities such as training, staff motivation, scheduling, performance management , company policy enforcement, and working with other departments/divisions ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more