- Palo Alto Networks (Dallas, TX)
- …create a more secure digital world by providing the highest quality incident response, risk management, and digital forensic services to clients of all sizes. ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
- CIBC (Austin, TX)
- …high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions. + **Engage in client ... high-net-worth client relationships + Expertise in investment and wealth advisory services + A collaborative mindset to... + A collaborative mindset to deliver seamless client service + Strong financial acumen and relationship… more
- Charles Schwab (Westlake, TX)
- …of businesses. + CPA, CIA, CFE, or CISA strongly preferred. Other applicable financial services and/or risk management certifications considered. + Clear ... their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory services and research; (iv) asset management functions; (v) corporate… more
- Truist (Fort Worth, TX)
- …and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide ... general market and business issues impacting affluent clients. Serve as a personal financial planning/ advisory resource for clients, their attorneys and CPAs. *… more
- RE Tech Advisors LLC (Dallas, TX)
- …costs, reduce carbon emissions, and enhance occupant well-being and productivity. From advisory services and design to construction and ongoing maintenance, we ... the development and delivery of RE Tech's energy efficiency and decarbonization services in the built environment. This role requires direct client engagement to… more
- Truist (Dallas, TX)
- …in coaching relative to sales and relationship management in the Wealth Brokerage/ Advisory industry. 3. Financial Industry Regulatory Authority (FINRA) series 7, ... and supervisory support, creating and maintaining a strong culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience, and driving… more
- PNC (Dallas, TX)
- …Research **Competencies** Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, ... be responsible for solutioning of Embedded Finance opportunities, connectivity, and integrations services in a pre-sales advisory role during the engagement of… more
- City National Bank (Dallas, TX)
- …7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm. * Minimum 3 years ... a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more
- Bank of America (Fort Worth, TX)
- …This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that ... requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- Marathon Petroleum Corporation (Texas City, TX)
- …+ Serves in an advisory role to maintain contract compliance and minimize risk in support of key stakeholders and business units. Acts as a liaison between legal ... alignment, and best-in-class process optimization. + Comprehension & interpretation of commercial, financial , & business data opportunities and risk . Minimize … more