Client Development Financial Services VP

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

And Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:Business Management 30%Utilize existing systems and processes to ensure that all client commun Client Service, Manager, Associate, Financial Advisor, Equipment Maintenance, Service, Retail

Job Title: VP of Public RelationsWe are seeking a highly skilled and experienced VP of Public Relations to join our team at The Point Group. As a key member of our leadership team, you will be responsible for developing and executing our public relations strategy, building and maintaining strong relationships with clients and stakeholders, and driving...

Job DescriptionJob DescriptionWe are on the hunt for a VP/Director of Finance to join our team in the manufacturing industry, based in Plano, Texas. In this role, you will be leading the finance function, driving financial performance, and leading continuous improvement initiatives across multiple manufacturing sites. This role plays a pivotal part in...

No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

Job Summary: We are seeking a highly skilled Client Service Associate to join our team at Bank of Oklahoma. As a key member of our Private Banking group, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals, and building long-term relationships.Key Responsibilities:Provide personalized service...

Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market...

Job DescriptionLincoln Wealth is seeking a skilled Financial Services Representative to join our team. As an Independent Advisor, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service.Key Responsibilities:Meet with clients to understand their financial needs and goalsComplete the new client...

Unlock Your Full Potential as a Financial Advisor with Prudential AdvisorsAre you an experienced financial professional seeking a platform to serve your clients better? At Prudential Advisors, we offer a supportive environment with access to top tools, products, and resources to help you achieve your goals.Our commitment to your success includes:• Open...

Client Development Vice PresidentAt Fisher Investments, we seek a Financial Services Director to join our team. This role involves providing holistic financial planning and portfolio analysis services to our clients.The OpportunityThis onsite position is located in the United States and offers uncapped performance-based compensation with the possibility of a...

Req ID: 75695 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not available Application Deadline: 11/15/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial P Client Service, Associate, Wealth Advisor, Officer, Service, Financial Planning, Retail

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn‘t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

Job DescriptionMichael Fortado - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually...

No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

Key Responsibilities:You will work closely with UK Client Services colleagues in the US and UK to deliver exceptional service to our high net worth clients. This involves managing all operational aspects of the client relationship, ensuring seamless communication and collaboration across teams.Key Skills:Excellent communication and interpersonal...