- 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. This person will report to the Lead Advisor and be the primary contact for customer relationship...large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning +… more
- Bank of America (Houston, TX)
- Private Wealth Client Associate Houston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Bank of America (Houston, TX)
- Registered Wealth Management Client Associate Houston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- JPMorgan Chase (San Antonio, TX)
- … operational marketing and administrative support to the primary Private Client Advisor (s), within JP Morgan Wealth Management **Job responsibilities** + Work ... issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead… more
- First State Bank (Gainesville, TX)
- …these guiding principles in all aspects. Summary: This position provides excellent customer service to our internal and external customers and is able to assist ... Wealth Management & Trust Team as assigned to ensure...and insurance products. + Work directly with clients on service questions and interface with vendors. + Resourceful and… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate / Service Advisor reports to the Lead Advisor ... Symonds Wealth Management, a comprehensive financial planning and investment...planning software * Learn the technical aspects of the advisor position and prepare to service clients… more
- Raymond James Financial, Inc. (Houston, TX)
- …solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on obtaining designations ... industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a… more
- Atria Wealth Solutions (League City, TX)
- …non-members, and UFCU employees with financial and retirement planning services. The Associate Financial Advisor will provide investment advice by drawing upon ... (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League...profits. We deliver fair and honest products and outstanding service , and we work collaboratively within our organization as… more
- Regions Bank (Houston, TX)
- …of the system. **Job Description:** At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...risks of client business + Oversees and provides exceptional service for client relationships, including following issues through to… more
- Morgan Stanley (Houston, TX)
- …Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily ... workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Texas-Houston* **Requisition ID:**… more
- Morgan Stanley (San Antonio, TX)
- … Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Client Service Associate … more
- Morgan Stanley (Austin, TX)
- …(M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Texas-Austin* **Requisition ID:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of...Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients… more
- Morgan Stanley (Kerrville, TX)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Client Service Associate ... experience through an elevated standard of care. The Client Service Associate assists with the development and...on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against… more
- KPMG (Dallas, TX)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118208 - 87 **Function:** Advisory **Area of Interest:** **State:** TX **City:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more