- Wells Fargo (Irving, TX)
- …product penetration by delivering specialty credit products to Corporate & Investment Banking clients and partnering with coverage teams to structure, propose, ... **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
- JPMorgan Chase (Plano, TX)
- …Product and Technology teams within Global Banking, establishing yourself as a trusted advisor . As a Global Banking Finance & Business Manager, Vice President within ... direction. Be part of a dynamic and evolving group, contributing to financial planning, resource management, and program governance. This role requires strong… more
- World Insurance Associates, LLC. (Dallas, TX)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- Wells Fargo (Frisco, TX)
- **About this role:** Wells Fargo is seeking a Lead Financial Advisory Management Trainee in Wealth and Investment Management as part of the Wells Fargo Advisors' ... team with a focus on driving productivity, recruiting new and experience advisor , expense management and other initiatives + Assist in compliance, regulatory, and… more
- Bank of America (Fort Worth, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- JPMorgan Chase (Plano, TX)
- … financial domain. **Job responsibilities** + Understands the vision for the WM Advisor & Investment Solutions Platforms strategy and create the data & ... They will be comfortable working with large and complex financial data sets, and have a track record of...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Guardian Life (Austin, TX)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Huntington National Bank (Dallas, TX)
- … to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, ... Description Capstone Partners' Financial Advisory Services (FAS) team is looking for...Partners is one of the largest and most active investment banking firms in the US For over 20… more
- Bank of America (Austin, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more