- First National Bank of Omaha (Plano, TX)
- …to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial ... Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with… more
- Wells Fargo (Rockwall, TX)
- …find work-life balance and well-being. You'll be rewarded for investing in your community , celebrated for being your authentic self, and empowered to grow. And we're ... + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for… more
- Cherry Bekaert (Austin, TX)
- …markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), Community Development Financial Institutions ... tax credit investors, community lenders, and other community development stakeholders. The successful candidate will have a...SFS is proud to have structured and facilitated NMTC investments that have created 32,880 direct jobs, served 655,382… more
- First National Bank of Omaha (Frisco, TX)
- …Relationship Management:** Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with ... risk tolerance. + **Holistic Wealth Management:** Deliver solutions across savings, investments , planning, and insurance to support clients' wealth preservation and… more
- Harbor Group Management (Dallas, TX)
- Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate, ... Asset Management, which manages all of the company's direct equity investments . Key Responsibilities + Work collaboratively with the Transactions, Property… more
- Truist (Austin, TX)
- …new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and ... business by being active and well connected in the community * Expected to be the expert level "market...service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in… more
- USAA (Plano, TX)
- …service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - ... and inspire actions that improve lives in the military and local community . Responsible for the development of critical programs, initiatives and third-party… more
- PNC (Houston, TX)
- …(AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation… more
- Republic Finance, LLC (Plano, TX)
- …in our employee's future, and ensuring that our performance makes an impact on our community ! We are seeking a Senior Financial Analyst to play a key role in driving ... deep dives, and special studies to identify cost drivers, savings opportunities, and investment needs. Project & Investment Management Track and analyze budgets… more
- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our… more