- Oracle (Austin, TX)
- …on accurate infrastructure costs. + **Strategic Advisory:** Act as the primary financial and technical advisor on infrastructure investment proposals, capacity ... you thrive on the intersection of deep technical understanding and complex financial modeling? We are seeking a **Principal Cloud Infrastructure Cost Strategist** to… more
- JPMorgan Chase (Houston, TX)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout… more
- Bank of America (The Woodlands, TX)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (Houston, TX)
- …objectives and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, ... practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. The PNC Financial Services Group is seeking a Communications Advisor to join its Marketing ... and Corporate Communications department. The Communications Advisor will be part of the Employee & Executive Communications team, which includes Enterprise… more
- Bank of America (San Antonio, TX)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support.If Series 7, 63/65 or 66 or… more
- Insight Global (Fort Worth, TX)
- …Economics, or a related discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial Planner (CFP) designation ... and managing model portfolios through Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to… more
- City National Bank (Austin, TX)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Bank of America (San Antonio, TX)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Raymond James Financial, Inc. (Dallas, TX)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... articles. * May enter orders at the direction of the Financial Advisor . * Actively engages in available training/cross-training and educational and/or… more