We have other current jobs related to this field that you can find below

  • Wealth Management Client Relationship Manager

    3 weeks ago

    Frisco, Texas, United States TIAA Full time

    Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud...

  • Client Wealth Strategist

    5 days ago

    Frisco, Texas, United States Capital Advisors Full time

    Overview:At Capital Advisors, we are dedicated to enhancing the lives of our clients by guiding them towards achieving significant lifetime aspirations through effective investment strategies. Our commitment to transparency and consistent communication fosters peace of mind for our clients.Position Highlights:Compensation: Competitive base salary ranging...

  • Wealth Planner

    1 month ago

    Frisco, United States gpac Full time

    Gpac, a 30 years recruitment company, is partnered with a well-established company in the Wealth Management sector! Our client, a locally owned and operated bank, is seeking an experienced Wealth Planner to join their team! Opportunity: Core team members will gain valuable experience in a collaborative and flexible environment. Other benefits and...

  • Wealth Management Services Specialist III

    1 month ago

    Frisco, Texas, United States TIAA Full time

    Wealth Management Services Specialist IIIThe Wealth Management Services Specialist III acts as an extension of the TIAA Client Relationships advisory and consultant teams by providing support where additional assistance is needed due to a high volume of anticipated client needs. This role reactively contacts existing and prospective clients as part of the...

  • Wealth Management Accountant

    5 days ago

    Frisco, Texas, United States Jobot Full time

    Wealth Management Accountant Opportunity with a Leading Real Estate FirmThis position is hosted by Jobot.A brief overview of the company:A well-established real estate firm with assets exceeding $3 billion, specializing in real estate development, ownership, management, commercial lending, venture capital, private equity, and vineyard operations.Reasons to...

  • Wealth Management Advisory Consultant II

    4 months ago

    Frisco, United States Teachers Insurance and Annuity Association - TIAA Full time

    Manages time and resources efficiently and effectively. Develops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints includin Management, Wealth, Advisor, Consultant, Total Rewards, Financial, Banking

  • Wealth Role Readiness Champion

    2 months ago

    Frisco, Texas, United States TIAA Full time

    The Wealth Role Readiness Champion will support a specific role (Wealth Advisory, Client Relationship Management (CRM), Administrative Assistant (AA), or Wealth Leadership) as a change champion. The role will ensure Wealth Management frontline associates are fully prepared to facilitate the implementation of sales and service updates and improvements to our...

  • Director, Wealth Management Public Relations

    2 weeks ago

    Frisco, Texas, United States TIAA Full time

    Media RelationsThe Public Relations role monitors the development of organizational communications for the general public, customers, employees, government agencies, and communities. While managing large projects with limited supervision, this job works with various business units to plan marketing initiatives, and develop strategies and marketing plans....

  • Director, Wealth Management Public Relations

    1 month ago

    Frisco, Texas, United States TIAA Full time

    Media RelationsThe Public Relations role monitors the development of organizational communications for the general public, customers, employees, government agencies, and communities. While managing large projects with limited supervision, this job works with various business units to plan marketing initiatives, and develop strategies and marketing plans....

  • Director, Wealth Product Strategy

    2 months ago

    Frisco, Texas, United States TIAA Full time

    Wealth Product StrategyThe Director of Wealth Product Strategy is responsible for supporting the development and execution of the strategic roadmap for the wealth product suite. This role will work to identify potential growth opportunities, enhancements to our existing product offerings, and ensures the project portfolio aligns with our broader business...

  • Senior Content Developer, Wealth Change Management

    2 months ago

    Frisco, Texas, United States TIAA Full time

    Senior Content DeveloperThe Senior Content Developer, Wealth Change Management & Adoption, works in conjunction with the business sponsors, and business stakeholders to understand the business process change management goals in order to develop, publish, and maintain content in support of change adoption. The Senior Content Development Associate will have...

  • Wealth Management Consultant

    5 days ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Position Overview: Financial AdvisorAre you adept at listening and developing impactful, data-driven financial strategies? We are seeking a financially knowledgeable individual who is ready to establish a career in the finance sector. Our comprehensive training program cultivates skilled Registered Representatives who are passionate about building enduring...

  • Wealth Management Consultant

    5 days ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Position Overview: Financial AdvisorAre you skilled in listening and developing effective, data-driven financial strategies? We are seeking a knowledgeable individual ready to make a significant impact in the financial services sector. Our comprehensive training program prepares exceptional Registered Representatives who are committed to building enduring...

  • Client Manager

    3 weeks ago

    Frisco, United States Kuraray America , Inc. Full time

    Job Description: Client Manager As a Client Manager, you will be responsible for managing and performing the month-end close process (Reconciliations, Financial Statement Preparation and Analysis, etc.) for a group of our clients with support and direction from the Accounting Director, in collaboration with the team CPAs. This is a full-cycle accounting role...

  • Client Manager

    2 months ago

    Frisco, United States Kuraray America , Inc. Full time

    Job Description: Client Manager As a Client Manager, you will be responsible for managing and performing the month-end close process (Reconciliations, Financial Statement Preparation and Analysis, etc.) for a group of our clients with support and direction from the Accounting Director, in collaboration with the team CPAs. This is a full-cycle accounting role...

  • Staff - Registered Nurse (RN) - ED - Emergency Department

    7 days ago

    Frisco, United States HealthEcareers - Client Full time

    Baylor Scott & White Health is seeking a Registered Nurse (RN) ED - Emergency Department for a nursing job in Frisco, Texas.Job Description & RequirementsSpecialty: ED - Emergency DepartmentDiscipline: RNDuration: Ongoing36 hours per weekShift: 12 hours, nightsEmployment Type: StaffBaylor Scott & White Medical Center - Centennial Position: RN ER Shift:...

  • Registered Client Service Associate-Frisco, TX

    3 months ago

    Frisco, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • VP, Private Asset Management Regional Director

    2 months ago

    Frisco, Texas, United States TIAA Full time

    Regional DirectorThe Senior Director, Portfolio Management, is responsible for managing a team of approximately 17-20 Portfolio Managers and support Wealth Management. Partners with the Managing Director on strategic management issues, this leader will develop the direction of their team and will be responsible for the team's tactical direction and results....

  • PMG Marketing and Communications Lead

    1 week ago

    Frisco, United States Mediabistro Full time

    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 world specializing in goals-based wealth management, including planning for retirement, education,...

  • Senior Client Engagement Manager

    5 days ago

    Frisco, Texas, United States Workday, Inc. Full time

    Position Overview The Global Customer Success (GCS) team at Workday, Inc. is committed to ensuring that every client experiences significant value throughout their engagement with our solutions. Our emphasis on customer development and innovation propels us to enhance product utilization, improve client outcomes, and secure renewals in close partnership...

Registered Wealth Management Client Associate_

2 months ago

Frisco, United States Bank of America Full time

Registered Wealth Management Client Associate Frisco, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Required Qualifications:** + **FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66** + Displays advanced industry knowledge and understanding of investment products **Desired Qualifications:** + Energetic individual that is self-motivated, coachable and flexible in thought + Enjoys a fast-paced environment with changing and evolving responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs, delivering complex solutions + Frequent communication and an abundance of discretion with sensitive information + Microsoft Word, Excel and PowerPoint experience with Salesforce a plus + Professional verbal and written communication​​ **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .