Personal Banker I: Trusted Advisor & Teller
Frost
Frost is seeking a Personal Banker I in Dallas, Texas, to serve as the first point of contact for customers. The role requires exceptional customer service skills and a commitment to integrity in banking operations. As a Personal Banker I, you will educate customers on financial products and provide support for account issues. Benefits include medical, dental, vision, and 401(k) matching, along with generous paid time off. #J-18808-Ljbffr Frost
- Frost in Addison, Texas is seeking a Personal Banker I who will serve as the first point of contact for... ...involves providing personal banking and teller services while fostering relationships with clients and promoting a trust-based banking experience. The ideal candidate...Suggested
- ...revenue generating investment and trust relationships and assists in... ...partners, such as branch bankers, lenders, and other Bank employees... ...Officer, Investment Advisors, and other Trust officers in... ...Knowledge of a broad range of personal financial planning/advisory and...SuggestedWork experience placementBank staffWork at officeLocal area
- Regions Bank is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. The role focuses on acquiring and managing client relationships involving Personal Trust, IRAs, and Investment Management services. Responsibilities include assessing client financial situations...Suggested
- Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal trust and investment management client relationships, retaining clients, and providing comprehensive administration of accounts....SuggestedFull timeFlexible hours
- A leading financial advisory firm in Dallas seeks a Wealth Path Wealth Advisor to manage a book of clients and provide expert financial planning. The role requires a Bachelor's degree and a CFP designation. Candidates should have strong knowledge of finance, investment,...Suggested
- Simmons Bank is looking for a Relationship Banker II in Dallas, TX, who will focus on building and nurturing client relationships while providing exceptional financial solutions. You will assist clients with account services, consumer loans, and maintenance requests. This...
- First Horizon Bank in Dallas, Texas is seeking a Relationship Banker who serves as a trusted advisor to clients. The role focuses on engaging clients to understand their financial goals and providing personalized finance solutions. Key duties include achieving sales...
- ...Position: Financial Advisor II - Dallas Market | Division: BWSI| Work Days: Monday... ...owned banks in Texas with offerings in personal and private banking, wealth management,... ...strategy. The FAII serves as a trusted advisor, delivering expert financial advice...Monday to Friday
$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you.... ...and why they are important to accelerate trust and help them stay on track. Edward Jones... ...flexibility that you need to balance your personal and professional lives - the best of both...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...empowering lives of service and faith. Provide personal, actionable and achievable advice and... ...throughout generations based on trust and understanding, with the ability to serve...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs... ...a great client experience Build personalized, holistic financial plans tailored to every...For contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is... ...Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs... ...a great client experience Build personalized, holistic financial plans tailored to every...Full timeContract workFor contractorsWork at office$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their... ...Our client experience revolves around a personal financial plan and includes advice on all... ...relationships with clients by earning trust, thoroughly understanding client needs, providing...Full timeWork at officeLocal areaRemote workFlexible hours$45k - $75k
...Financial Advisor Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust...Local area$23.8 - $26.45 per hour
...Virtual Financial Advisor – Hybrid Dallas, Texas Bring your skills to a deeply purposeful... ...skills to connect with clients, build trust, and provide tailored recommendations... ...Meet with clients virtually to provide personal, actionable and achievable advice and connect...Hourly payFull timeWork at officeLocal areaRemote work3 days per week$85k - $145k
...Wealth Advisor (Plano, TX) Dallas - Park Cities; Plano Why Work at Mercer Advisors... ...include: Functioning as the primary trusted advisor to a book of 150-250 Wealth Path... ...Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high... ...and solutions. Utilize objective and sound personal financial planning and financial advisory... ...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services...Work at officeLocal area
$150k
...divh2Retirement Plan Financial Advisor/h2pJoin Our Team at CAPTRUST!/ppWho Are We Looking... ...surrounding you with opportunities for personal growth./ppOur Employee Benefits Package... ...to build successful, collaborative, and trusting relationships/liliInstinctive aptitude for...Temporary workWork at officeLocal areaFlexible hours$24 - $26 per hour
...Financial Aid Advisor Are you passionate about helping students navigate their financial future and making a tangible impact on their... ...Us: It's all about reputation. 60 years of experience, trusted by 35+ industry-leading brands, 16 campuses, and 16 technical programs...Hourly payImmediate startFlexible hours- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ..., philanthropic giving, and corporate trust services. They also manage trusts, both as... ...a balance between your professional and personal life while making a meaningful impact on...Work at officeLocal areaRemote workRelocationMonday to Friday
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...empowering lives of service and faith. Provide personal, actionable and achievable advice and... ...throughout generations based on trust and understanding, with the ability to serve...
$50k
...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned... ...clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their...Work at officeWork from homeHome officeFlexible hours$140k - $175k
...firm in Dallas, TX. They are seeking a high-caliber Financial Advisor with the presence, polish, and ambition to step into a true growth... ...a long-term #2, but rather as a future #1- who naturally earns trust, commands a room, and is motivated to build and lead. Key...- ...Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial... ...planning support. ~ Develop personalized investment strategies and deliver financial... ...satisfaction and loyalty. ~ Apply trust and estate planning knowledge to help preserve...Work at officeRemote workRelocationMonday to Friday
- ...Referral Budget Job Summary The Senior Wealth Advisor role is designed for experienced... ...technical expertise, leadership, and a deeply personalized client experience. Senior Advisors serve as both strategic planners and trusted relationship leaders, helping guide high-...Remote workFlexible hours
$149.52k - $175.9k
...U.S. Bank Financial Advisor At U.S. Bank, we're on a journey to do our best. Helping the... ...our shared ambition to life, and each person is unique in their potential. A career with... ...relationships. Builds a team of Banking, Trust and Investment professionals around client...Temporary workWork experience placement$200k - $250k
...Join to apply for the Senior Wealth Advisor role at District Partners Get AI-powered advice on this job and more exclusive features.... ...Client Support: Dedicated planning teams, investment strategists, trust & estate specialists, and marketing resources enable you to...Immediate start- ...Do you enjoy developing experienced advisors to help them delight clients and create value... ...planning, investments, estate planning and trust solutions, private equity, and more.... ...virtual interactions as well as select in-person gestures and client engagements. Share...Work at officeRelocation package
- ...offices and institutions. Our approach is personalized, entrepreneurial, and client-first.... ...Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management team... ...life-giving clients the time, clarity, and trusted partnership to pursue what matters most....Full timeTemporary workInternshipWork at officeLocal area
$37.49k - $71.92k
Personal Bankers at UMB are experts at building customer relationships and recommending and selling... ...questions, and listen to establish trust and build lasting relationships You have... ...are We are more than a company. We are advisors, consultants, problem solvers, friends,...Local areaFlexible hoursAfternoon shift
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