• Finance Professor- CFA Content Specialist

    UWorld, LLC (Dallas, TX)
    …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
    UWorld, LLC (06/09/25)
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  • Private Wealth Management Wealth Advisor…

    Regions Bank (Dallas, TX)
    …of financial services industry experience in commercial banking, consumer banking, trust investment , wealth management , or related **Skills and Competencies** + ... section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the… more
    Regions Bank (07/24/25)
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  • Investment Management Specialist

    Bank of America (San Antonio, TX)
    Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business … more
    Bank of America (07/18/25)
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  • OCIO Investment Advisor Senior…

    PNC (Houston, TX)
    …, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client ... an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
    PNC (08/27/25)
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  • Investment Consultant

    City National Bank (Austin, TX)
    …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience...to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of… more
    City National Bank (08/24/25)
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  • Real Estate Investment Associate

    Mill Creek Residential (Dallas, TX)
    …Mill Creek Residential ("MCR") is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas office. This position will ... interaction with Mill Creek's Joint Venture Finance, Development, Acquisitions, Portfolio Management , and Asset Management teams including responding to… more
    Mill Creek Residential (06/11/25)
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  • Wealth and Investment Analyst

    Huntington National Bank (Austin, TX)
    …Ability to work independently while collaborating effectively with the broader investment team. Preferred Qualifications: + Professional designations ( CFA , CAIA) ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment … more
    Huntington National Bank (08/21/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Dallas, TX)
    *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management , is a leadership role as an auditor-in-charge for...Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for… more
    City National Bank (08/21/25)
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  • Wealth Management Advisor-Memphis, TN

    TIAA (Dallas, TX)
    **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... mindset in pursuit of growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose… more
    TIAA (08/26/25)
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  • Wealth Management Advisor

    Fifth Third Bank, NA (Houston, TX)
    …credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and execution of Private ... metrics are met based on needs, segmentation, asset allocation, and risk management . + Identifies and refers opportunities providing for the utilization of advanced… more
    Fifth Third Bank, NA (08/23/25)
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