- Kestra Financial (Fort Worth, TX)
- …roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping… more
- Bank of America (Houston, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Edward Jones (Austin, TX)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... to achieve their long-term financial goals, enabling you to make a difference in your community . **We'll give you the support you need. Our team will be there every… more
- Edward Jones (Denison, TX)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...financial goals as you make a difference in your community . **Key Responsibilities** + Build relationships to create new… more
- UMB Bank (Austin, TX)
- …and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance ... etc. + Expert level of understanding of credit underwriting of all major investment CRE property types Demonstrates strong knowledge of bank products, services, and… more
- Ascension Health (Waco, TX)
- …leave & adoption assistance Tuition reimbursement Ways to give back to your community _Benefit options and eligibility vary by position. Compensation varies based on ... + Monitor economic and financial trends that could affect operations, investments , or planning decisions. + Communicate financial performance insights and updates… more
- American Heart Association (Houston, TX)
- …This position ensures the implementation of effective programs in community service, education, development, and communications by providing inspirational ... ensure teamwork and is accountable for revenue generation and community impact activities for the assigned territory. This is...operations and report on successes and concerns to the Associate Executive Vice President. + Secure 6- and 7-figure… more
- Capital One (Plano, TX)
- …& Program Management, Global Policy Affairs Group, Regulatory Relations, Corporate Communications, Community Finance, Community Impact & Investment , and Risk ... examiners how Capital One effectively responds to the lending, investment , and service needs of the communities where we...in updating team policies and standards **Basic Qualifications:** + Associate 's degree or Military experience + At least 1… more
- UMB Bank (Plano, TX)
- …title of trusted advisor and help these companies grow and prosper in our community . As the **Business Banking Relationship Officer Sr.** , you will be responsible ... **How you'll spend your time:** + Generate, retain, & expand lending, investment and deposit relationship with new and existing clients through client referrals,… more
- Humana (Austin, TX)
- **Become a part of our caring community and help us put health first** The Director, Employer Group Distribution is responsible for leading a field-based team who ... local specialty marketplace. + Provide input to network leaders to refine network investments and team expansion at the market- level. + Works collaboratively with… more