Advanced Planning Wealth Advisor
6 days ago
Cain Watters & Associates is seeking a highly skilled Advanced Planning Wealth Advisor to join our team. As a key member of our estate planning team, you will work closely with clients to develop and implement comprehensive estate plans that meet their unique needs and goals.
Key Responsibilities:- Develop and implement estate plans that address clients' financial, tax, and personal goals.
- Work closely with clients to understand their needs and preferences, and provide personalized guidance and support throughout the planning process.
- Collaborate with other professionals, such as attorneys and accountants, to ensure that clients' estate plans are comprehensive and effective.
- Stay up-to-date on changes in tax laws and regulations, and provide clients with expert advice on how to navigate these changes.
- Develop and maintain strong relationships with clients, and provide exceptional customer service to ensure their satisfaction and loyalty.
- Bachelor's degree in finance, accounting, or a related field.
- Financial Planning and Estate Planning Certification is required.
- 10 years of experience in estate planning, with a strong background in financial planning and tax law.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and other professionals.
- Strong analytical and problem-solving skills, with the ability to think critically and creatively.
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- The chance to work with a talented and experienced team of professionals.
-
Advanced Planning Wealth Advisor
1 week ago
Frisco, Texas, United States Cain Watters & Associates Full timeJob SummaryWe are seeking a highly skilled Advanced Planning Wealth Advisor to join our team at Cain Watters & Associates. As a key member of our estate planning team, you will work closely with clients to develop comprehensive wealth management strategies that ensure the efficient transfer of assets to future generations.Key ResponsibilitiesDevelop and...
-
Wealth Management Advisor
2 days ago
Frisco, Texas, United States TIAA Full timeJob SummaryWe are seeking a highly skilled Wealth Management Advisory Consultant II to join our team at TIAA. As a key member of our financial services team, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Partnership: Develop and maintain strong relationships with clients to...
-
Wealth Management Consultant
2 weeks ago
Frisco, Texas, United States The Bank of America Corporation Full timeMerrill Wealth Management: A Leader in Comprehensive Wealth ManagementMerrill Wealth Management is a renowned provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Our ExpertiseWe offer a wide range of investment products and services, including stocks, bonds, mutual funds, and...
-
Product Manager
3 weeks ago
Frisco, Texas, United States TIAA Full timeJob DescriptionWe are seeking an experienced Product Manager to lead the development and delivery of best-in-class wealth products in partnership with third-party solution providers.Key Responsibilities:Develop and execute a strategic roadmap for third-party solution launches, ensuring alignment with business objectives and customer needs.Identify and...
-
Wealth Management Specialist
3 weeks ago
Frisco, Texas, United States Bank of America Full timeJob Title: Wealth Management SpecialistWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key Responsibilities:Develop and implement comprehensive wealth...
-
Product Manager
3 weeks ago
Frisco, Texas, United States TIAA Full timeJob SummaryWe are seeking an experienced Product Manager to lead the development and delivery of best-in-class wealth products in partnership with 3rd party solution providers. This individual will be responsible for understanding customer needs, identifying solutions, developing business cases, defining product specifications, and overseeing product life...
-
Wealth Management Consultant
1 month ago
Frisco, Texas, United States New York Life Insurance Company Full timePosition 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...
-
Automotive Service Advisor
2 days ago
Frisco, Texas, United States Ski Country Auto Repair & Towing Full timeService Advisor OpportunityWe are seeking an experienced Service Advisor to join our team at Ski Country Auto Repair & Towing. As a Service Advisor, you will play a crucial role in providing exceptional customer service and ensuring that our customers receive the best possible experience.About the RoleThe ideal candidate will have 1+ year of experience in...
-
Wealth Management Consultant
2 days ago
Frisco, Texas, United States New York Life Insurance Company Full timePosition OverviewAs a Financial Advisor, you will play a pivotal role in guiding clients through their financial journeys. We seek an individual who possesses a keen analytical mind and a passion for helping others achieve their financial aspirations. Our comprehensive training program is designed to cultivate exceptional Registered Representatives who are...
-
Market Client Relationship Manager
1 week ago
Frisco, Texas, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...
-
Marketing and Communications Lead
1 month ago
Frisco, Texas, United States Mediabistro Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a key player in the financial industry, Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other...
-
Marketing and Communications Lead
3 weeks ago
Frisco, Texas, United States Mediabistro Full timeJob SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Marketing and Communications Lead, you will play a key role in supporting the performance coaches in coaching and developing financial advisors in building and growing their...
-
Financial Services Professional
6 days ago
Frisco, Texas, United States New York Life Insurance Company Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly skilled and motivated Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.About the RoleThe ideal candidate will have a strong understanding of financial...
-
Equipment Portfolio Manager
4 weeks ago
Frisco, Texas, United States Equipment Finance Advisor Inc Full time{"title": "Equipment Portfolio Manager", "content": "Job SummaryWe are seeking an experienced Equipment Portfolio Manager to join our team at Equipment Finance Advisor Inc. As an Equipment Portfolio Manager, you will be responsible for managing the equipment portfolio, including valuation, remarketing, and disposal of equipment. You will work closely with...
-
Brand Management Specialist
1 month ago
Frisco, Texas, United States Mediabistro Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a leading financial services company, Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing in goals-based wealth management,...
-
Client Service Specialist
4 weeks ago
Frisco, Texas, United States Bank of America Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Bank of America. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key ResponsibilitiesProvide excellent client service and support to Financial...
-
Product Manager
1 month ago
Frisco, Texas, United States TIAA Full timeJob DescriptionWe are seeking an experienced Product Manager to join our Wealth Product and Solutions team at TIAA. This individual will be responsible for designing, developing, and delivering best-in-class wealth products in partnership with 3rd party solution providers.Key Responsibilities:Execute on the third party solution roadmap by launching new...
-
Compliance Advisor
2 days ago
Frisco, Texas, United States Nuveen Full timeJob SummaryNuveen is seeking a highly skilled Compliance Advisor to provide critical support to its Global Client Services team. As a key member of the Compliance team, you will play a vital role in ensuring the company's compliance with securities laws and regulations.Key ResponsibilitiesDevelop and implement compliance programs to ensure adherence to...
-
Strategic Industry Advisor
3 weeks ago
Frisco, Texas, United States The Haskell Company Full timeJob Title: Strategic Industry Advisor - Industrial WaterAt The Haskell Company, we are seeking a highly skilled Strategic Industry Advisor - Industrial Water to join our team. As a key member of our Industrial Water Market, you will play a critical role in providing market expertise, implementing plans and policies to achieve overall corporate and project...
-
Automotive Service Advisor
3 weeks ago
Frisco, Texas, United States Brakes Plus Full timeAbout Brakes PlusBrakes Plus is a leading auto service company with over 150 stores across the country. We're committed to providing our customers with quality parts and world-class service at a great price.Job SummaryWe're seeking an experienced Automotive Service Advisor to join our team at Brakes Plus. As a key member of our service department, you'll be...