- 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 (Fort Worth, TX)
- Wealth Management Client Associate Fort Worth, 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
- Bank of America (Mckinney, TX)
- Wealth Management Client Associate McKinney, 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 (Denton, 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
- Wells Fargo (Sugar Land, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as providing service… more