- City National Bank (Houston, TX)
- …analysis to determine the appropriate structure of the proposal including tax considerations, asset allocation , income needed and risk tolerance * Review draft ... General Securities Rep * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical… more
- Raymond James Financial, Inc. (Houston, TX)
- …requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation , and the selection of investments suitable to the ... securing real estate and tangible property and necessary court filings. . Confirms asset transfers and real estate recordings. . Secures date of death valuations and… more
- Charles Schwab (Westlake, TX)
- …the pros and cons of various financial strategies, investment vehicles, including portfolio/ asset allocation . Consultant will also need to position Schwab as ... a full-service provider of financial services to participants for their needs outside of their company sponsored retirement plan. The position requires attention to detail to include administrative areas such as recording metrics, compliance, documenting… more
- US Bank (Houston, TX)
- …knowledge in financial planning, including but not limited to goals-based planning, asset allocation , retirement planning, and education funding + Extensive ... knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management,… more
- PNC (Dallas, TX)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... Investment Banking, Sales **Competencies** Business Acumen, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Managing Multiple Priorities, Negotiating, Sales Function, Selling. **Work… more
- Edward Jones (Victoria, TX)
- …information to open new accounts + Research portfolio performance, cost/fees, asset allocation , changes to portfolio construction/investments, and make ... recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding… more
- Fifth Third Bank, NA (Houston, TX)
- …+ Ensures service standards and metrics are met based on needs, segmentation, asset allocation , and risk management. + Identifies and refers opportunities ... providing for the utilization of advanced planning solutions. + Coordinates and collaborates with client third party advisors (eg, attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. + Partners and leverages… more
- Edward Jones (Mineola, TX)
- …clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and ... make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with… more
- City National Bank (Austin, TX)
- …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka… more
- CVS Health (Austin, TX)
- … asset lifecycle, from request and procurement through discovery, allocation , reclamation, and retirement + Skilled in maintaining contractual compliance and ... with heart, each and every day. Currently, we are seeking a ServiceNow Software Asset Manager who will be responsible for the creation and maintenance of accurate… more
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