- Navy Federal Credit Union (North Richland Hills, TX)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...expertise to client investment consultations and servicing of life insurance and full suite of investment products. + Administer… more
- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As a Commercial Asset Advisor within PNC's Midland organization, you will be based in office within the ... highest level risk transactions, including syndicated loans, both where PNC is the Agent and Participant, for clients with the goal of minimizing losses and… more
- Anywhere Real Estate (San Antonio, TX)
- …Senior Manager supports initiatives that connect our global network, enhance agent education, and promote cross-border collaboration. This person will be expected ... with Immobel to expand platform participation, increase awareness, and enhance agent experience. Oversee referral marketing efforts in collaboration with the brand… more
- HCA Healthcare (Houston, TX)
- …plans (accident, critical illness, hospital indemnity), auto and home insurance , identity theft protection, legal counseling, long-term care coverage, moving ... assistance, pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on… more
- HCA Healthcare (Houston, TX)
- …plans (accident, critical illness, hospital indemnity), auto and home insurance , identity theft protection, legal counseling, long-term care coverage, moving ... assistance, pet insurance and more.** + **Free counseling services and resources...**Free counseling services and resources for emotional, physical and financial wellbeing** + **401(k) Plan with a 100% match… more
- Deloitte (Fort Worth, TX)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (San Antonio, TX)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Fort Worth, TX)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Dallas, TX)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private… more
- Anywhere Real Estate (Austin, TX)
- …services company serving real estate companies, affinity groups, corporations and financial institutions in support of residential and commercial real estate ... - escrow support via RamQuest processes, including receiving and processing all Agent Vendor requests + Receiving and processing ZOCCAM and BankShot orders for… more