Client Relationship & Investment Associate
Edward Jones
Edward Jones is seeking a professional in Austin, TX to deepen relationships with existing clients, gather information for opening new accounts, and evaluate portfolio performance. The role involves communicating recommendations to clients through the Financial Advisor and executing solicited trades as needed. Candidates should have 3–5 years in securities/financial services, FINRA registrations (Series 7 and 66), and state licenses. #J-18808-Ljbffr Edward Jones
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Relationship & Investment Associate in Austin, TX vacancy
- ...Vista Bank is seeking a Relationship Banker I in Austin, Texas, to build and maintain client relationships while providing exceptional service to a diverse audience. The ideal candidate will receive comprehensive training and have opportunities for advancement within...Suggested
Vista Bank
Austin, TX1 day ago - ...Hillcrest Bank is looking for a Relationship Banker I in Austin, Texas. In this role, you will build and maintain relationships with clients while providing exceptional service. You'll need a high school diploma and ideally prior banking experience. The position offers...Suggested
Hillcrest Bank
Austin, TX2 days ago - Amegy Bank in Westlake (Austin, TX) seeks a Branch Relationship Banker to engage clients, uncover financial needs, and deliver tailored banking solutions that strengthen relationships and drive revenue. The ideal candidate has customer focus and a proven track record in...SuggestedFull time
- JPMorgan Chase & Co. in Austin, Texas is seeking a Private Client Banker to be the main point of contact for affluent clients. The role involves managing client relationships, providing tailored banking solutions, and acquiring new clients through referrals. The ideal candidate...Suggested
- JPMorgan Chase is hiring a Private Client Banker in Austin, Texas. You will be the main contact for affluent clients, managing their banking relationships and helping them achieve financial goals. This role demands strong client acquisition skills and a commitment to providing...SuggestedFlexible hours
- JPMorganChase in Austin, TX is seeking a Relationship Banker who will represent our brand and culture with hospitality, using banking solutions and technology to help clients meet financial needs. You will acquire, manage, and retain client relationships, delivering thoughtful...Weekend workAfternoon shift
- Truist in Austin, TX is seeking a customer service‑focused associate to provide timely client transactions and maintain accurate records. You will... ...needs, and cross‑train to support sales and Integrated Relationship Management (IRM) activities. Educate clients on digital...
- ...Financial Corporation offers a comprehensive banking role in our Retail Community Bank. The position emphasizes servicing clients, expanding relationships, and meeting branch sales targets through consultative conversations and product recommendations. Responsibilities...
- A leading financial services firm in Austin, TX is hiring a Relationship Banker II. This role focuses on building strong client relationships, delivering exceptional banking experiences, and adhering to compliance requirements. Candidates should have over a year of sales...
- JPMorgan Chase is seeking a Relationship Banker in Austin, Texas, focused on creating lasting client relationships and exceeding expectations. This role emphasizes excellent communication and sales experience in Retail Banking, helping clients with tailored financial solutions...
- A leading financial institution in Austin, TX is seeking a Private Client Banker to provide exceptional service and build relationships with clients. This role requires a strong ability to understand client needs, educate them about banking solutions, and exceed expectations...
- A leading financial services firm in Austin seeks a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, building strong relationships and delivering personalized solutions. Ideal candidates have financial advisory experience...
- JPMorgan Chase in Austin seeks a Private Client Banker to manage affluent client relationships within the branch, driving growth and providing tailored financial education and advice. You will acquire new clients through referrals and internal/external sources. The role...
- Truist is seeking a teller/client service professional to deliver a distinctive client experience, handling complex and standard transactions, and uncovering client needs. You will educate clients on digital banking tools and support the sales process with outbound calls...Weekend work
- First United Bank is seeking a Senior Relationship Banker for their Austin-Avery Ranch location. This role focuses on providing exceptional customer service and managing customer relationships while meeting sales goals. Candidates should have at least 3 years of banking...
- ...Bank is seeking results-driven Relationship Managers to join our team.... ...will cultivate long-term client relationships, drive loan and... ...quality and be involved and invested in their local community.The... ...community groups and industry associations to expand market reach....Local area
- HilltopSecurities in Austin, TX is seeking a Financial Advisor responsible for creating, implementing, and reviewing financial plans aligned with client goals. You will develop business strategies to attract and acquire new clients. You will partner with an existing advisory team,...
- ...you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum... ...primary responsibility will be new client acquisition and maintaining and deepening... ...as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and...Local areaFlexible hours
- ...you are customer‑focused, enjoy building relationships, and collaborating with a wide spectrum... ...primary responsibility will be new client acquisition and maintaining and deepening... ...as primary interface with our Mid‑Cap Investment Banking Team Acquire new clients and maintain...Local areaFlexible hours
- 49 Financial in Austin is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and service. You will prospect, attract and onboard clients through networking and referrals, becoming the face of the firm while building a durable...
- ...Relationship Banker - Austin South area Austin, Texas;Austin, Texas... ...and delivering for our clients, teammates, communities and... ...small business, lending, and investments • Manages financial center... ...degree or business relevant associate degree such as business management...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Austin, TX4 days ago - ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting... ...cards, mortgages, auto financing, investment advice, small business loans and payment...Immediate startAfternoon shift
Chase
Austin, TX2 days ago - ...Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them... ...cash transactions. You will build relationships and identify solutions to meet clients... ...in small business, lending, and investments, and requires flexibility to work weekends...Weekend work
Bank of America
Manor, TX18 hours ago - ...Relationship Banker IOur Bankers understand the complexities of people's lives and offer simple... ...to meet and provide exceptional client service to a diverse audience. This will... ...great rapport with clients and fellow associates, while treating others with respect and...Flexible hours
NBH Bank
Austin, TX4 days ago - ...Relationship Banker - North Austin area Austin, Texas;Austin, Texas... ...and delivering for our clients, teammates, communities and... ...small business, lending, and investments • Manages financial center... ...degree or business relevant associate degree such as business management...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Austin, TX2 days ago - .... When a banker looked at a client, they wouldn’t just see a number... .... That’s the basics of Relationships. Fairness. Simplicity® . When... ...our banking relationships, investing, grants, and volunteerism, NBH... .... We strive for all of our associates to feel welcome and empowered...Flexible hours
Vista Bank
Austin, TX18 hours ago - ...PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is... ...Managers will cultivate long-term client relationships, drive loan and deposit growth... ...credit quality and be involved and invested in their local community. The ideal candidate...Local area
PrimeLending
Austin, TX4 days ago - ...financial solutions to complex Global Commercial Banking clients. You will manage an extensive portfolio, acquire and deepen relationships, and collaborate with product specialists to design tailored cash, credit, and investment solutions. The role requires at least 10 years in...
- At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As...Immediate startAfternoon shift
- JPMorgan Chase is seeking a Private Client Banker in Austin, Texas. In this role, you will provide exemplary service to affluent clients while managing their complete banking relationships. The position demands strong relationship-building skills and financial product...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship & Investment Associate. Be the first to apply!
Related searches
- client account associate Austin, TX
- client relationship associate Austin, TX
- client services associate Austin, TX
- client success associate Austin, TX
- investment advisor Austin, TX
- investment consultant Austin, TX
- investment intern Austin, TX
- investment coordinator Austin, TX
- investment part time Austin, TX
- renewable energy investment Austin, TX