Fort Worth, TX · On-site
$75K - $85K/yr
Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor ... Maintain accurate client records and ensure compliance with firm policies and procedures. * Prepare ...
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Fort Worth, TX · On-site
$75K - $85K/yr
Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor ... Maintain accurate client records and ensure compliance with firm policies and procedures. * Prepare ...
Baytown, TX · On-site
$15.76 - $18.91/hr
Duties * Assists with Records Management and other areas within the City Clerk's office ... Associate's Degree * Bachelor's Degree * Master's Degree * None of the above 02 How many years of ...
Baytown, TX · On-site
$15.76 - $18.91/hr
Duties * Assists with Records Management and other areas within the City Clerk's office ... Associate's Degree * Bachelor's Degree * Master's Degree * None of the above 02 How many years of ...
Baytown, TX · On-site
$15.76 - $18.91/hr
Duties * Assists with Records Management and other areas within the City Clerk's office ... Associate's Degree * Bachelor's Degree * Master's Degree * None of the above 02 How many years of ...
New
Baytown, TX · On-site
$15.76 - $18.91/hr
Duties * Assists with Records Management and other areas within the City Clerk's office ... Associate's Degree * Bachelor's Degree * Master's Degree * None of the above 02 How many years of ...
New
Lancaster, TX · On-site
$1.7K/wk
Perform other related duties as assigned Education and/or Experience An associate degree or ... Records management * Open records or public information requests * Police, legal, or governmental ...
Lancaster, TX · On-site
$1.7K/wk
Perform other related duties as assigned Education and/or Experience An associate degree or ... Records management * Open records or public information requests * Police, legal, or governmental ...
Carrollton, TX · On-site
$55K - $75K/yr
Risk Management Associate Location: Carrollton, TX Department: Risk Management Reports To: Vice ... analyze records and organize data from multiple sources · Sound judgment, discretion, and ...
Carrollton, TX · On-site
$55K - $75K/yr
Risk Management Associate Location: Carrollton, TX Department: Risk Management Reports To: Vice ... analyze records and organize data from multiple sources · Sound judgment, discretion, and ...
Maintain and update asset records in ServiceNow (CMDB / Asset Management module) * Work with DCIM tools (e.g., Nlyte, Sunbird DCIM, or similar) for tracking physical infrastructure * Ensure ...
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Maintain and update asset records in ServiceNow (CMDB / Asset Management module) * Work with DCIM tools (e.g., Nlyte, Sunbird DCIM, or similar) for tracking physical infrastructure * Ensure ...
Houston, TX · On-site
Schedule courses using information management systems, for all customized CE courses. Coordinate ... Associate's degree required * 5 years of directly-related experience may be substituted for degree ...
Houston, TX · On-site
Schedule courses using information management systems, for all customized CE courses. Coordinate ... Associate's degree required * 5 years of directly-related experience may be substituted for degree ...
Lancaster, TX · On-site
... to manage multiple requests while meeting required deadlines. At the City of Lancaster, we serve ... Perform other related duties as assigned An associate degree or equivalent from a two-year college ...
Lancaster, TX · On-site
... to manage multiple requests while meeting required deadlines. At the City of Lancaster, we serve ... Perform other related duties as assigned An associate degree or equivalent from a two-year college ...
Lancaster, TX · On-site
... to manage multiple requests while meeting required deadlines. At the City of Lancaster, we serve ... Perform other related duties as assigned Education and/or Experience An associate degree or ...
Lancaster, TX · On-site
... to manage multiple requests while meeting required deadlines. At the City of Lancaster, we serve ... Perform other related duties as assigned Education and/or Experience An associate degree or ...
Lancaster, TX · On-site
$21.73/hr
... to manage multiple requests while meeting required deadlines. At the City of Lancaster, we serve ... Experience An associate degree or equivalent from a two-year college or technical school is ...
Lancaster, TX · On-site
$21.73/hr
... to manage multiple requests while meeting required deadlines. At the City of Lancaster, we serve ... Experience An associate degree or equivalent from a two-year college or technical school is ...
Houston, TX · On-site
$43K - $55K/yr
Schedule courses using information management systems, for all customized CE courses. Coordinate ... Associate's degree required * 5 years of directly-related experience may be substituted for degree ...
Houston, TX · On-site
$43K - $55K/yr
Schedule courses using information management systems, for all customized CE courses. Coordinate ... Associate's degree required * 5 years of directly-related experience may be substituted for degree ...
Dallas, TX · On-site
$15.75 - $20.75/hr
Problem Management Associate Are you ready to make an impact at DTCC? Do you want to work on ... Ensure Problem Management Procedures are being followed for all Problem record activities. * Work ...
Dallas, TX · On-site
$15.75 - $20.75/hr
Problem Management Associate Are you ready to make an impact at DTCC? Do you want to work on ... Ensure Problem Management Procedures are being followed for all Problem record activities. * Work ...
$19.25 - $24.75/hr
Financial Additions is searching for an Accounts Payable Vendor Management Associate to oversee ... Handle new vendor onboarding and update existing vendor records (W-9s, remittance info, compliance ...
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$19.25 - $24.75/hr
Financial Additions is searching for an Accounts Payable Vendor Management Associate to oversee ... Handle new vendor onboarding and update existing vendor records (W-9s, remittance info, compliance ...
$15.25 - $20.25/hr
Experience Minimum of six months experience in administrative support, data entry, records management, or related experience. Education High School Diploma or equivalent. Associate's degree preferred.
$15.25 - $20.25/hr
Experience Minimum of six months experience in administrative support, data entry, records management, or related experience. Education High School Diploma or equivalent. Associate's degree preferred.
Mckinney, TX · On-site
$18.50/hr
Experience Minimum of six months experience in administrative support, data entry, records management, or related experience. Education High School Diploma or equivalent. Associate's degree preferred.
Mckinney, TX · On-site
$18.50/hr
Experience Minimum of six months experience in administrative support, data entry, records management, or related experience. Education High School Diploma or equivalent. Associate's degree preferred.
Mckinney, TX · On-site
$18.50/hr
ExperienceMinimum of six months experience in administrative support, data entry, records management, or related experience.Education High School Diploma or equivalent. Associate's degree preferred.
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Mckinney, TX · On-site
$18.50/hr
ExperienceMinimum of six months experience in administrative support, data entry, records management, or related experience.Education High School Diploma or equivalent. Associate's degree preferred.
Mckinney, TX · On-site
$15.25 - $20.25/hr
Experience Minimum of six months experience in administrative support, data entry, records management, or related experience. Education High School Diploma or equivalent. Associate's degree preferred.
Mckinney, TX · On-site
$15.25 - $20.25/hr
Experience Minimum of six months experience in administrative support, data entry, records management, or related experience. Education High School Diploma or equivalent. Associate's degree preferred.
Austin, TX · On-site
Manages records flow with sites and off-site facilities * Prepares regulatory and ethics committee ... Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ...
Austin, TX · On-site
Manages records flow with sites and off-site facilities * Prepares regulatory and ethics committee ... Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ...
Austin, TX · On-site
Manages records flow with sites and off-site facilities * Prepares regulatory and ethics committee ... Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ...
Austin, TX · On-site
Manages records flow with sites and off-site facilities * Prepares regulatory and ethics committee ... Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ...
Manages records flow with sites and off-site facilities * Prepares regulatory and ethics committee ... Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ...
Manages records flow with sites and off-site facilities * Prepares regulatory and ethics committee ... Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ...
$10.30 - $11.34
9% of jobs
$11.34 - $12.38
0% of jobs
$12.38 - $13.42
0% of jobs
$13.42 - $14.46
4% of jobs
$14.69 is the 25th percentile. Wages below this are outliers.
$14.46 - $15.49
51% of jobs
$16.51 is the 75th percentile. Wages above this are outliers.
$15.49 - $16.53
11% of jobs
$16.53 - $17.57
5% of jobs
$17.57 - $18.61
9% of jobs
$18.61 - $19.65
7% of jobs
$19.65 - $20.69
1% of jobs
$20.69 - $21.72
2% of jobs
$10
$16
$21
The most popular types of Records Management jobs in Texas are:
For Records Management Associate jobs in Texas, the most frequently searched job titles are:
The top searched job categories for Records Management Associate jobs in Texas are:
Cities in Texas with the most Records Management Associate job openings:
For Records Management Associate jobs in TX, the most frequently searched job titles are:
$75K - $85K/yr
Full-time
Retirement, PTO
Re-posted 20 days ago
Location: Fort Worth, TX
Reports To: Managing Director / Lead Advisor
One of our clients is seeking a highly motivated and detail-oriented Wealth Management Associate to support its advisory team in delivering exceptional financial planning and investment management services. This individual will play a key role in trading, investment implementation, financial plan preparation, and day-to-day client service.
The ideal candidate will possess a strong understanding of financial markets, portfolio construction, annuities, life insurance products, and client relationship management within a wealth management environment.
Successful candidates typically have at least two years of client-facing experience providing financial guidance, developing and implementing financial plans, reviewing client accounts and strategies, and maintaining long-term client relationships.
Key ResponsibilitiesConduct 3-5 client review meetings daily.
Review and compare life insurance and annuity products.
Research and address complex financial planning questions.
Execute trades and manage client accounts on behalf of the practice.
Manage model portfolios through industry-standard wealth management platforms.
Prepare, update, and maintain comprehensive financial plans.
Support advisors in developing investment and retirement planning strategies.
Assist with annuity, mutual fund, and managed account transactions.
Conduct portfolio reviews, performance monitoring, and account rebalancing.
Maintain accurate client records and ensure compliance with firm policies and procedures.
Prepare meeting materials, reports, and client follow-up documentation.
Coordinate with custodians, carriers, and investment partners to facilitate account operations.
Contribute to process improvements and operational best practices.
1-3 years of client-facing experience within a registered investment advisory, brokerage, or financial services environment.
Series 7 and Series 66 licenses required, or ability to obtain promptly.
Ability to obtain a Texas Life and Health Insurance License within 90 days of hire.
Bachelor's degree in Finance, Economics, Business, or a related field preferred.
Working knowledge of annuities, mutual funds, investment products, and portfolio management principles.
Strong analytical, organizational, and problem-solving skills.
Excellent communication and interpersonal abilities.
Ability to manage multiple priorities in a fast-paced, client-focused environment.
Competitive compensation with additional commission opportunities.
401(k) with company match.
Paid time off.
Collaborative and professional work environment.
Meaningful client interaction and relationship-building opportunities.
Career growth and professional development support.
Full-time
Monday through Friday - 8:30am-5:30pm
In-office
Fort Worth, Texas
Sourced by ZipRecruiter
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
