Client advisor Jobs in Dallas, TX
Last updated: 14 hours ago
This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals.The Private Client Advis...Show moreLast updated: 30+ days ago
AMIRI is looking for enthusiastic Client Advisors to join the Company's soon-to-be open NorthPark Center location! The AMIRI Client Advisor is responsible for delivering quality client service, ach...Show moreLast updated: 30+ days ago
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.
More than 10,000 of the industry’s brightest talent drive our efforts to ...Show moreLast updated: 30+ days ago
As a Business Insurance Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our small commercial lines clients.
Supports and demonstrates IMA Select's...Show moreLast updated: 21 days ago
We are currently seeking a Client Advisor who will report to the Store Manager as part of our dynamic team in Dallas.Meet and exceed monthly sales goals and KPI’s thru client outreach; developing n...Show moreLast updated: 30+ days ago
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you’d like, where you’ll be supported and inspired by a collaborative community of colleagues...Show moreLast updated: 4 days ago
Sogeti is a leading provider of professional technology services, specializing in Application Management, Infrastructure Management and High-Tech Engineering.
Sogeti offers cutting-edge solutions ar...Show moreLast updated: 5 days ago
At Richemont Americas, we aspire to reflect the ever-changing world around us.We are proud to employ talent from many different backgrounds, experiences, and identities to build a continually evolv...Show moreLast updated: 30+ days ago
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical / prescription drug...Show moreLast updated: 30+ days ago
NetApp is the intelligent data infrastructure company, turning a world of disruption into opportunity for every customer.
No matter the data type, workload or environment, we help our customers iden...Show moreLast updated: 14 hours ago
Are you interested in working for the industry leader in underground infrastructure? Do you want to have a substantial stake in an employee-owned firm? Are you looking to help your local communitie...Show moreLast updated: 27 days ago
This iconic Australian brand has stayed true to its original vision : sophisticated femininity, a passion for detail and a love of colour and print.
Sisters Nicky and Simone ZIMMERMANN founded their ...Show moreLast updated: 4 days ago
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improv...Show moreLast updated: 30+ days ago
Blue Yonder, a leading supply chain software company, is seeking a motivated and experienced.The ideal candidate will be responsible for.
Blue Yonder's solutions with our major customers.This is an ...Show moreLast updated: 15 days ago
Connecting different businesses together is what DerbySoft's all about.We make the travel business easier by developing intelligent technology services delivering superior performance for our custo...Show moreLast updated: 14 days ago
Private Client Advisor II
Bank of AmericaDallasFull-time
Client Advisor
AMIRINorthPark CenterFull-time
Private Client Advisor
US012 Marsh & McLennan Agency LLCMain,DallasFull-time
- Promoted
Business Insurance Client Advisor (Small Commercial)
IMA Financial GroupDallas, TX, United States$50,000.00–$76,000.00 yearly
BOTTEGA VENETA Client Advisor, Dallas
Bottega Veneta Inc.DALLASFull-time
Client Advisor (Part-time), A|X North Park
Armani GroupDallas TX Client Advisor | A|X North Park | Part-Time.As an associate with Giorgio Armani Corporation, you will be part of a.As a Client Advisor you will assist in the execution of.Your daily presence on the...Show moreLast updated: 30+ days ago
- Promoted
Client Partner
CapgeminiDallas, TX, United States$120,000.00–$180,000.00 yearly
Permanent
- Promoted
Client Partner
SogetiDallas, TX, United StatesFull-time
Client Advisor - Dallas
Officine PaneraiDallas, TX, USPermanent
Business Analysis Advisor - Client Services - Midland
PNC Bank NALuna Rd , Dallas Innovation CenterFull-time
- Promoted
- New!
CLIENT EXECUTIVE
NetAppTX, United StatesFull-time
- Promoted
Client Manager
RJN GroupDallas, TX, United StatesFull-time
- Promoted
Client Advisor, Austin
ZimmermannAustin, Texas Metropolitan Area, United StatesPart-time
Surety Bonds Sales / Revenue Producer - Client Advisor
World Insurance Associates, LLC.Dallas, TX, US$80,000.00–$200,000.00 yearly
Quick Apply
- Promoted
Client Partner
Blue YonderDallas, TX, United States$150,000.00–$165,000.00 yearly
Full-time
Client Advisor, Handbags- Downtown
Neiman Marcus GroupDallas, Texas, US Client Advisor, Handbags- Downtown-().Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities.Our legac...Show moreLast updated: 30+ days ago
Client Advisor - Dallas NorthPark
Tiffany & Co.Dallas, TX, United States We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...Show moreLast updated: 30+ days ago
- Promoted
Client Manager
DerbySoftDallas, TX, United StatesFull-time
Private Client Advisor II
Bank of AmericaDallas30+ days ago
Job type
- Full-time
Job description12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree Responsible for driving new business development for target client segment ($3MM++ investable assets) Present to clients a holistic approach, leveraging the entire Private Bank platform A high touch, client-focused individual with exceptional interpersonal skills A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client Ability to influence; proactively asks for and closes business Solutions oriented; sales and financial aptitude a must Must be a skilled negotiator Ability to work and identify the need for team specialists; collaborate closely with other team members Takes on a leadership role on the team and within the business community Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus Business development Prospecting and Qualification Oral Communication Investment Products and Solutions Client team management Influencing Consulting Problem Solving Investment Products and Solutions Advisory Sales Pipeline management Active Listening Collaboration Transitioning client conversations
Description
This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities :
- Leads the CMP (client management process) within the client team to identify new business development opportunities
- Sources new clients in alignment with established risk appetite
- Leads the client team to deliver meaningful interactions and a branded client experience
- Develops an in-depth understanding of clients’ needs, preferences and overall wealth strategy; being responsive to changes in the business environment and / or with client needs
- Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Required skills :
Desired skills :
Skills Used in this Role :
Shift :
1st shift (United States of America)
Hours Per Week :