- 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
- Robert Half Finance & Accounting (Dallas, TX)
- …Strong knowledge of tax planning and preparation processes. * Expertise in investment asset allocation and retirement planning strategies. * Proficiency in data ... discuss financial goals and progress. * Review and reconcile current investment asset allocations to ensure alignment with client objectives. * Analyze and optimize… more
- Charles Schwab (Austin, 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, and timely filing… 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
- 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
- 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
- Comerica (Houston, TX)
- …advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow ... analysis and budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Position Responsibilities: Meet revenue growth, profitability and… more
- Texas A&M University System (Galveston, TX)
- …and acquisition of research capital equipment purchases (to include eg, purchase orders, asset number allocation ). + Serves as a PI resource and interprets ... sponsor and TAMU System policies, regulations, and University rules. Personnel Administration + Creates PARs, position descriptions, and costing associated with recruiting new employees. + Coordinates the postings and hiring of student workers. + Coordinate… more
- Applied Materials (Austin, TX)
- …thinking to develop solutions **Impact** + Impacts the direction and resource allocation for program, project or services; works within general functional policies ... Process Owner This is a high visibility, hands-on leadership role overseeing fixed asset accounting and lease accounting administration. This is role is part of the… more