Trading Associate — Finance Tech & Client Relationships
MooMoo
MooMoo in Dallas, TX is seeking a Trading Associate to enhance customer trading experiences and build lasting relationships. Your role will include supporting customers through various communication channels, resolving issues, and driving trading effectiveness. The ideal candidate will possess a Bachelor's degree in Finance, relevant experience, and FINRA Series 7 and 63 certifications. A commitment to professionalism and customer service is essential. Enjoy generous benefits including medical coverage, 401k matching, and performance bonuses. #J-18808-Ljbffr MooMoo
- Moomoo Inc. is looking for a Trading Associate in Dallas, TX. This role empowers proactive investors... ...by resolving issues, developing relationships, and supporting trading strategies. The... ...candidate has a bachelor's degree in finance, relevant experience, and holds FINRA...Suggested
- JPMorgan Chase & Co. is seeking a Relationship Banker in Dallas, Texas, to provide exceptional client service and build lasting relationships. This role requires 1+ year of sales experience in Retail Banking and excellent communication skills to understand and meet clients...SuggestedAfternoon shift
- CORDA Investment Management, LLC in Dallas, Texas is seeking a dedicated Financial Advisor to enhance client relationships and provide personalized investment guidance. This full-time role emphasizes collaboration with a skilled team to deliver comprehensive wealth management...SuggestedFull time
- NBH Bank is seeking a Relationship Banker II in Dallas, Texas. The position focuses on providing exceptional client service, building and maintaining client relationships, and selling banking products and digital solutions. Qualified candidates should have a high school...Suggested
- A leading independent bank in Dallas, TX is seeking a Relationship Banker responsible for providing exceptional banking services and building... ...experience, proficiency in CRM software, and a commitment to client satisfaction. The role includes engaging customers, achieving...Suggested
- ...is looking for a dedicated professional to deliver exceptional client service and manage branch operations. The role requires a... ...position will involve engaging clients with technology solutions and building long-lasting relationships. #J-18808-Ljbffr JPMorgan Chase
- JPMorganChase in Dallas, Texas is looking for a Relationship Banker to provide exceptional client service and build meaningful relationships. You will engage with clients to understand their financial needs and offer tailored banking solutions. Successful candidates will...Flexible hours
- Vista Bank is seeking a Relationship Banker II in Dallas, Texas. This position focuses on building and maintaining relationships with clients while providing exceptional service. The ideal candidate will have a high school diploma, previous banking experience, and strong...
- Vista Bank in Dallas, Texas is seeking a Relationship Banker I to build and maintain client relationships and deliver exceptional service. The ideal candidate... ...based incentive plan. Benefits include insurance, 401(k), and associate banking perks. #J-18808-Ljbffr Vista Bank
- Koitecc Solutions is looking for a dedicated Relationship Banker in Dallas, Texas, to deliver exceptional client service and build lasting relationships. You will take a lead role in acquiring and managing clients, providing tailored financial solutions, and ensuring compliance...
- Simmons Bank is seeking a Relationship Banker in Dallas, Texas. In this role, you will build and retain client relationships while offering expert financial solutions tailored to customer needs. Your responsibilities include account management and facilitating consumer...
- Zions Bancorporation is looking for a dedicated Branch Relationship Banker at the Love Field Banking Center in Dallas, TX. In this full-time... ...requiring strong communication skills and the ability to meet client needs effectively. The work schedule includes some Saturdays,...Full time
- JPMorgan Chase is seeking a Relationship Banker in Dallas, TX to provide high-quality service and build lasting client relationships. The ideal candidate will have over a year of sales experience in banking and strong communication skills to effectively address client...
- ...in Addison, Texas, is offering a full-time opportunity for a Personal Banker. This role involves building strong, long-term client relationships and providing personalized financial guidance on deposit products, loans, and account services. The ideal candidate will have...Full timeWork at officeLocal area
- Bank of America in Dallas is seeking a Treasury Sales Client Officer responsible for delivering integrated treasury solutions to Private... ...clients. This hybrid role involves managing day-to-day client relationships and pursuing treasury revenue streams while providing product...Work experience placement
- ...Capital Bank is seeking a dedicated individual to manage customer relationships and handle banking transactions in Dallas, Texas. The role... ...bank policies. Join a team recognized for its service excellence and commitment to client success. #J-18808-Ljbffr Texas-Capital-Bank
$25 - $35 per hour
...leads, engaging with potential clients, and transitioning them into... ...solutions to meet customers’ financing needs. The BLR will be the... ...nation’s largest minority‑led, tech‑savvy lender for small businesses... ...and other services to build relationships with small business owners...Full timeInterim roleWork at officeLocal area- ...with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses,... ...knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations...Work at officeLocal areaDay shift
- First United Bank is looking for a Relationship Banker I in Dallas to serve as the primary contact for customers, helping them understand their financial needs and products. This role involves maintaining relationships, processing transactions, and fostering community...
$290k - $340k
Vedder Price in Dallas is seeking Finance associates to join the Finance & Transactions team. The role requires 4-6 years of commercial finance... ...include supporting business development and engaging in client-facing activities. We offer a competitive salary between $290...- ...financial institution in Dallas is seeking an experienced Investment Professional to support client relationships in the U.S. Private Bank. The role involves executing brokerage trades, creating mandates, and monitoring risk metrics. Candidates should have a Bachelor's...
- ...bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s... ...we do more than build business success. We build long-lasting relationships.Texas Capital provides a variety of benefits to colleagues, including...Work at officeImmediate startDay shift
- ...Growth and delivering for our clients, teammates, communities and... ...excellence Builds relationships with clients to meet financial... ...Degree or business-relevant Associate's Degree such as business management... ...business administration or finance Bilingual Skills in...Work at officeShift workWeekend workDay shift
- A financial services firm is seeking a motivated Financial Advisor in Dallas, Texas. The role emphasizes building long-term client relationships and providing personalized financial strategies. The ideal candidate will have a bachelor’s degree and financial services experience...Flexible hours
- ...Dallas is seeking a Financial Advisor to work with high-net-worth clients in a collaborative, team-centric environment. This position... ...personalized investment guidance and building lasting client relationships. The successful candidate will have a minimum of 2 years of relevant...
- J.P. Morgan Chase in Dallas, Texas, is looking for a Private Client Advisor to offer tailored financial planning and investment advice... ...advisory experience and a strong ability to build client relationships. The advisor will be integral in offering personalized solutions...
- ...leading financial services company in Dallas is seeking a Private Client Advisor to provide comprehensive financial planning and advice... ...7. You'll help clients navigate investments while fostering relationships, demonstrating integrity, and embracing digital tools for...
- Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing and deepening client relationships through exceptional service and delivery of Truist Wealth solutions. Key responsibilities include acquiring...
- Fairygodboss is looking for a dedicated financial advisor to join PNC in Dallas, Texas. You will manage client relationships and develop tailored investment strategies to help clients achieve their financial goals. The ideal candidate will have a strong financial background...
- ...Investment Management is looking for a Financial Advisor in Dallas, Texas. This position involves working with high-net-worth clients, focusing on relationship management and providing investment guidance. The ideal candidate will have Series 65 or equivalent, 2+ years of...Work at office
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