Investment Consultant II: Client Growth & Guidance
Bank of America ATM
Bank of America is seeking an Investment Consultant II in Fort Worth, Texas, to provide financial guidance and recommendations to self-directed investors. The role focuses on managing client interactions, resolving inquiries, and ensuring high client satisfaction. The ideal candidate will have relevant qualifications such as a Series 7 and 66, and must be customer-oriented with strong analytical skills. This full-time position offers a dynamic work environment with a focus on client satisfaction. #J-18808-Ljbffr Bank of America
- ...Investment Consultant II - Merrill Premium Fort Worth, Texas To proceed with your application... ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and... ...directed investors with financial guidance and assistance based on their...SuggestedWork at officeFlexible hoursShift workDay shift
- ...Financial Corporation is seeking a Personal Banker II in Hurst, TX to provide exceptional service and build strong client relationships. The role includes participating... ...company that values its employees and promotes growth through recognition and teamwork. #J-18808-Ljbffr...Suggested
- Charles Schwab in Fort Worth, TX, is seeking a Regular Customer Service Representative to engage with clients via inbound calls, provide financial guidance, and own complex issues to deliver the best solutions. The role emphasizes building lasting relationships and contributing...Suggested
$100k - $150k
...proven track record of attracting and converting high net worth clients. This full-time position offers a base salary between $100,000... ...including medical, dental, and a 401(k) plan. Join a collaborative and growth-oriented work environment. #J-18808-Ljbffr Strittmatter Wealth...SuggestedFull time- GM Financial, headquartered in Fort Worth, seeks a Risk Analyst II - Portfolio Forecasting to design and maintain portfolio forecasting... ...with management, with a flexible hybrid work setup and growth potential. The candidate will leverage Excel, SAS/SQL and data visualization...SuggestedFlexible hours
- Frost is seeking a Wealth Advisors Operations Specialist II in Fort Worth, TX to support Wealth Advisors and client accounts. You will manage trust accounts, process routine requests, and ensure accuracy across systems with integrity and care. As the first point of contact...
- Texas Capital Bank is seeking a Portfolio Manager II to oversee credit-related responsibilities for the Middle Market line of business. You will manage the underwriting process, evaluate risks, and support the strategic vision of the bank. The ideal candidate possesses...
- ...seeks a Regular full-time team member to provide industry-leading client service in person and by phone, expanding client relationships... ...as needed, you will contribute to branch targets through consultative conversations and referrals to other specialists. Responsibilities...Full time
$69k - $96k
...Credit Monitoring Analyst II The Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management... ...financial statements and credit history of existing and potential clients. Provide additional support to Credit Administration as it...Temporary workWork at officeLocal areaRemote workFlexible hours- CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families.... ...environment, delivering thoughtful investment guidance, and contributing to the firm’s long‑term growth. Advisors partner closely with portfolio...
- Bank of America is seeking a client service associate to engage guests in the lobby and educate them on transactions via mobile, online... ...to laws and procedures, and growing product knowledge across small business, lending, and investments. #J-18808-Ljbffr Bank of AmericaRelocation
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for... ...company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively...Immediate startAfternoon shift
- Truist in Fort Worth, TX is seeking a Regular, full-time Client Service Specialist to provide an industry-leading client experience both... ...financial solutions, and refer opportunities to specialists for growth. Some teller duties may be required as cross-training occurs....Full time
- ...handling transactions, and cross-selling financial products to clients. You will open and manage accounts, support online banking, assist... ...in every task. The role offers a competitive benefits package and opportunities for growth within Busey. #J-18808-Ljbffr Busey
- Great Plains Bank in Fort Worth, TX is seeking a Personal Banker who thrives on helping customers, building relationships, and delivering outstanding service. You will be the face of the branch, opening accounts, advising on products, and collaborating with specialists ...
- Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers... ...banking relationship across the company, proactively generating growth in balances and acquiring new clients through referrals and...
- ...a Wealth Advisors Operations Specialist II with Frost could be for you.At Frost, it’... ...contact for many of our Frost Wealth Advisors’ clients, and you set the standard for what it... ...to provide exceptional banking, investment, and insurance services to businesses and...Full timeWork at office
$63k - $65k
...25% of time to handling inbound client service requests from a que and... ...obligations. Giving financial consulting and focusing on financial plans Guidance managing day-today finances, building... ...assets Savings/banking, investments/wealth management, insurance/risk...Permanent employmentWork at officeWork from homeMonday to Friday$16.25 - $22.75 per hour
...Financial Service Representative based in Fort Worth, Texas, to enhance customer experience and drive sales growth. You'll deliver exceptional service, help clients secure financial solutions, and collaborate with a team that values innovation and success. The ideal...Hourly payFull time$95k - $105k
...Advisor who is passionate about helping clients make informed financial decisions while... ...Management Group (SWMG) is a boutique Registered Investment Advisor serving high-net-worth... ...Management Group Defined long-term career growth path Competitive salary plus performance...- ...Senior Actuarial Leader to provide strategic actuarial guidance and serve as a trusted advisor to senior business leaders... ...solutions. Our commitment to delivering unparalleled service to clients, fostering employee growth, and building enduring partnerships sets us apart. We...Work experience placement
- ...building, expanding, and retaining existing client relationships while providing an... ...of town) Ability to provide support and guidance at other banking institutions within the... ...Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities...Night shift
- Busey Bank in Fort Worth, TX is seeking a Credit Monitoring Analyst II to support commercial credit monitoring, analyze borrower financials, and track covenants with post-closing reviews to ensure alignment between loan approval, documentation, and tracking systems. Responsibilities...
- ...The role emphasizes analytical precision, compliance with regulations, and a consultative, sales-minded approach; you'll conduct needs analyses, present investment options, and help clients manage portfolios. Compensation includes base salary with bonuses and benefits...
- ...Wealth Portfolio Manager, you will independently manage high net worth individual portfolios and develop client relationships.You will design and implement investment strategies, monitor performance, and provide comprehensive wealth management solutions.You will...Work experience placementWork at office
- ...TX is seeking a Wealth Portfolio Manager to independently manage high‑net‑worth portfolios and develop client relationships. You will design and implement investment strategies, monitor performance and provide wealth management solutions. The role requires 6+ years in...
- ...Services, Inc. seeks a Wealth Portfolio Manager to independently manage high-net-worth portfolios, design investment strategies, monitor performance, and develop client relationships in Fort Worth. You will lead client engagements, prepare reports, and contribute to...
- ...this by driving Responsible Growth and delivering for our clients, teammates, communities... ...America’s core banking, investment solutions and approach to... ...Solutions Advisor Stage II, where you will continue... ...knowledge by using a defined consultative approach with clients to...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking a dedicated representative to provide phone-based services and manage client relationships in Fort Worth, Texas. This role serves as a central entry point to a financial services career by addressing client needs and referring them to specialized...Full timeTraineeship
- ...knowledge to provide financial options for customers using a consultative approachLearns products, services, and procedures quickly and... ...in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering resultsAbilityAbility...Work at officeShift work
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