- Bank of America (Midland, TX)
- Financial Solutions Advisor - Consumer Investments - Garfield, Texas Midland, Texas **Job Description:** Bank of America believes both in the importance ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...money managed solutions * Recommends banking and investments strategies that align with client financial … more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a ... as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee...care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals… more
- Bank of America (Houston, TX)
- Financial Solutions Advisor Registration Candidate - Consumer Investments -Fondren North, Texas Houston, Texas **Job Description:** At Bank of America, ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)**...will help to deliver Bank of America's core banking, investment solutions and approach to client care.… more
- PNC (Laredo, TX)
- …respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments , you will be based in Laredo, TX. ... financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- PNC (Houston, TX)
- …of business to better understand their goals and objectives and recommend investment solutions tailored to their individual situation and needs. Additionally, ... may not be available in all geographic locations. Virtual Financial Advisors within PNC Investments (also referred...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Nelnet (Austin, TX)
- …have ownership of the modeling and analytics related to financial investments and offer a respected investment perspective. Strengths will include cerebral, ... * Structuring potential mezzanine, Cl B, unitranche, certificates or senior securitized or ABL solutions for investment . * Helping with the structuring of a new… more
- Affinius Capital (San Antonio, TX)
- …affiniuscapital.com. **Job Description** The Senior Analyst -or- Associate will provide financial analysis and technical support for new investment opportunities ... with financial modeling and build/develop models to compare alternative investments or scenario comparisons. + Research market information to incorporate prudent… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group ... be performed remotely, at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the … more
- JPMorgan Chase (Plano, TX)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client ... everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive… more
- Truist (Houston, TX)
- …equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial ... job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and… more