3 jobs found in texas

Job Description At this company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying...

Job Description At this company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying...

Job description This role will cultivate CFI decision maker contacts from referrals, personal research, and corporate marketing campaigns. You will engage those contacts through orchestrated touch patterns including phone, email, on-site visits and social media.   The goal is to discover and advance leads through the sales stages, utilizing this company’s Digital Banking sales methodology. You must be a hunter, accustomed to developing and closing new business. This is a role for a highly experienced individual in enterprise technology sales.   Key Responsibilities: Research accounts, build a business plan to understand targets, create communication plans, and generate prospect interest. Perform outbound sales activities such as introductory calls, prospect visits, tradeshows and lead validation discussions. Proactively look for opportunities to engage Marketing to influence campaign planning and optimize the inbound lead management process....