Service Advisor

  • Location: Coppell, Texas
  • Type: Dallas:Fin/Acct/HR:Direct Hire
  • Job #11023

11023 – Service Advisor
Position Overview
Our client, a well-established wealth management firm, is seeking a Service Advisor to support advisors in delivering comprehensive financial planning and exceptional client service. This role […]

Analyst

  • Location: Fort Worth, Texas
  • Type: Fort Worth:Fin/Acct/HR:Direct Hire
  • Job #10301

Job Description – Downtown Fort Worth 
Position: Analyst
Description: The ideal candidate will have a strong understanding of multiple asset classes and portfolio management principles. They will be responsible for preparing […]