Private Client Wealth Advisor - Holistic Planning
Chase
Chase is seeking a Private Client Advisor in Lubbock, Texas to provide comprehensive financial planning and advice. The ideal candidate has at least 2 years of financial services experience and excels in client acquisition and relationship management. You will champion teammates' success while building a book of business through personalized investment solutions. A valid Series 7 and Series 66 license are required, while a Bachelor's degree and CFP certification are preferred. The role promotes a strong focus on diversity and inclusion. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Wealth Advisor - Holistic Planning in Lubbock, TX vacancy
- ...internal and preferred brands where appropriate Implement and manage pricing strategies within all accounts Complete weekly planning and scheduling of customer visits, with a strong understanding of objectives for each visit Present monthly recaps of targeted...SuggestedWork at officeRemote work
Bunzl Career
Lubbock, TXa month ago - ...contractor and construction materials producer serving public and private sector clients in Lubbock, Texas and the surrounding area. Founded in 1981... ...management, and financial analysis to support business planning and performance monitoring. Experience with cost accounting...Private clientFull timeFor contractorsLocal area
West Texas Paving Inc
Lubbock, TX4 days ago $1,000 - $4,000 per month
...meaningful connections with our online and IRL audiences 3. Private Shows for individuals and organizations (birthdays, weddings,... ...commission incentives. What you'll do Prospect and pitch private clients, event planners, and corporate partners for unique live music...Private clientContract workFixed term contractFreelanceLocal areaRemote workWorldwideDay shiftSofar Sounds
Lubbock, TX15 days ago- ...We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build... ...are not limited to retirement planning, wealth accumulation, college planning,...SuggestedFull timeTemporary workPart timeRemote workFlexible hours
Davis Family Financial LLC
Lubbock, TX1 day ago - ...Financial Solutions Advisor - NW Texas Market Dallas, Texas;Dallas, Texas; Midlothian,... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...and investment goals, building a financial plan, and recommending brokerage products. Job...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Lubbock, TX3 days ago - ...enthusiasm, work initiative, accuracy, and the ability to interact with clients in a professional manner. Database and industry software... ...into WideOrbit traffic. Assist as needed in project planning and preparation, development of sales proposals, and marketing...Work at officeLocal area
Texas Association of Broadcasters
Lubbock, TX4 days ago - ...show solid work ethic. Must have the ability to make appropriate judgements and decisions with limited guidance. Excellent planning and organizational skills, including the ability to work independently on projects of high complexity with minimal supervision....Work at officeMonday to Friday
- ...The Sales Representative is responsible for the planning and executing of marketing campaigns to generate new prospects and improve client retention. Maintains relationships with contracted vendors/providers regarding quality and service through interactions with...Work at officeRemote work
Home Care Providers Of Texas
Lubbock, TXa month ago $115k - $160k
...adoption across assigned accounts. The Specialty Sales Representative works cross-functionally with internal teams to support account planning, navigate access dynamics, and establish themselves as a trusted resource and partner within the healthcare community. This...Live inWork at officeRemote workShift workNight shiftArs Pharmaceuticals Operations
Lubbock, TX15 days ago$50 - $60 per hour
...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Lubbock, TXmore than 2 months ago$50 - $60 per hour
...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Lubbock, TXmore than 2 months ago- ...meaningful and centered on dignity, comfort, and holistic care. Essential Functions Psychosocial... ...develop relationships with public and private community agencies to expand resource... ...patients and families with funeral planning, financial and legal matters, and health...Work experience placementRelief
VitalCaring Group
Lubbock, TX4 days ago - ...Maintain professional communication regarding timelines, updates, and expectations. Keep accurate CRM notes, follow ups, and planning details. Work closely with internal teams to support the customer experience from start to finish. What You Bring At least...Work at officeRemote work
Rebel Athletic
Lubbock, TX8 days ago - ...to: ~ Works closely with the Field Sales Manager and Regional Sales Vice President on sales orders, sales generation, and sales planning. ~ Direct experience selling capital equipment or machinery (preferably in the food processing and/or packaging industry). We will...Currently hiringRemote workNight shift
Robert Reiser & Co, Inc.
Lubbock, TXa month ago - ...ensuring timely scheduling and release, participating in routine opportunity and strategy reviews, and contributing to quarterly account planning. Salesforce is used to document and actively manage opportunities and to maintain accurate account and contact records....Remote work
Zhone Technologies
Lubbock, TX15 days ago - ...Relationship Specialists within our travel services division. In this role, you will act as a trusted client partner — guiding individuals and families through planning, booking, and managing customized travel experiences. Your primary focus will be strengthening client...Full timePart timeFor contractorsRemote workWork from homeHome officeFlexible hours
Hopesglobalgetaways
Lubbock, TX2 days ago $15 per hour
...risks of everyday life, recover from the unexpected and realize their dreams. We are located in Lubbock, TX and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning...Hourly payFor contractorsWork at officeState Farm
Lubbock, TX5 days ago- ...Employee Referral Program • Prepaid Legal Plans • Identity Theft Protection Work-... ...meaningful and centered on dignity, comfort, and holistic care. Essential Functions... ...and develop relationships with public and private community agencies to expand resource options...Full timeWork experience placementReliefFlexible hours
VitalCaring Group
Lubbock, TX2 days ago - ...quality, and senior leadership—to identify opportunities, propose solutions, and close business. You’ll execute a strategic sales plan for your territory, develop key accounts, and play a critical role in Electro-Matic’s continued growth. Essential Functions...Remote workWork from homeNight shift
Sunsource
Lubbock, TX15 days ago - ...wider Florida market. The focus is on direct in-person outreach, client visits, relationship development, and driving commercial growth... ...skills. Highly organized, self-driven, and confident in planning your territory. Charismatic, persuasive, and strong in face-...Live inWork at officeRemote workWork from homeHome office
Carazo Enterprise Sl
Lubbock, TXa month ago $60k
...roofing projects and services and submit bid to contractors and private clients. Responsible for soliciting the projects to be bid and... .... Prepares estimates used by management for purposes such as planning, organizing, and scheduling. Prepares estimates for use in selecting...Private clientContract workFor contractorsFor subcontractorWork at officeTecta CS Lubbock
Lubbock, TX5 days ago$36k
...products, and Rush’s RushCare offerings (Service Connect and PartsConnect). Competence in systematic selling, which includes pre-call planning, investigating sales opportunities, offering Rush specific solutions, and closing business sales. Call on National Accounts...Contract workRush Enterprises
Lubbock, TX2 days ago$160k - $180k
...clinical acumen, and disciplined execution to positively impact patient outcomes. Responsibilities: Territory & Strategic Business Planning Develop and execute comprehensive, data-driven territory business plans aligned to brand strategy and launch objectives....Work at officeRemote workNight shiftTaylor Strategy Partners
Lubbock, TX4 days ago$50 - $60 per hour
...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Lubbock, TX3 days ago- ...- State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...Hourly payFor contractorsWork at office
Chris Prather - State Farm Agent
Lubbock, TX2 days ago - ...Insurance and Risk Management, Private Insurance and Risk Management... ...Mitigation strategies to clients wherever their passions and businesses... ...(NASDAQ: BWIN), takes a holistic and tailored approach to... ...Specialist works closely with advisors, line-of-business specialists...Contract workWork at office
The Baldwin Group
Lubbock, TX5 days ago $2,300 per week
...with responsibilities including patient assessment, discharge planning, evaluation, and patient education. Candidates are required to... ...benefits of taking a travel assignment with Cross Country include:Private housing or generous housing allowanceComprehensive health...Flexible hoursShift workDay shiftCross Country Allied
Lubbock, TX1 day ago- ...looking to launch a new career in one of our many convenient store locations, distribution centers, store support center or with our private fleet team, we are proud to provide a wide range of career opportunities. We are not just a retail company; we are a company that...Seasonal work
- ...strong communication with internal teams and clients. Support & Mentor Team Members... ...representative for the company with municipal and private-sector clients. Other job duties.... ...Competitive Benefits: Multiple health plan options, FSA for dependent care, HSA...Private clientBi-weekly payFull timeTemporary workInternshipLocal areaRemote workFlexible hours
Parkhill
Lubbock, TX2 days ago $2,300 per week
...with responsibilities including patient assessment, discharge planning, evaluation, and patient education. Candidates are required to... ...benefits of taking a travel assignment with Cross Country include: Private housing or generous housing allowance Comprehensive health...Flexible hoursShift workDay shiftCross Country Healthcare Inc
Lubbock, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Wealth Advisor - Holistic Planning. Be the first to apply!
Related searches
- part time customer representative Lubbock, TX
- remote customer service advisor Lubbock, TX
- client service representative Lubbock, TX
- bilingual customer service representative spanish english Lubbock, TX
- technical customer service advisor Lubbock, TX
- insurance customer service advisor Lubbock, TX
- bilingual customer support specialist Lubbock, TX
- client solutions specialist Lubbock, TX
- customer service associate Lubbock, TX
- customer experience associate Lubbock, TX