- Bank of America (San Antonio, 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
- Anywhere Real Estate (Houston, TX)
- …this leader will bring a strong combination of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships… more
- Principal Financial Group (Dallas, TX)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made… more
- Lenovo (TX)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... (KPIs, BMS, governance) in partnership with operational owners. + Serve as a strategic advisor and thought partner to the Chief of Staff, supporting the VP/GM of… more
- Wells Fargo (Irving, TX)
- …a Principal Engineer as part of the Commercial and Corporate & Investment Banking Technology (CCIBT) to support Payment Solutions, Capital Markets Services, ... **In this role, you will:** + Act as an advisor to leadership to develop or influence solution design...limited to: Apex, Lightning, SOQL, Process + 5+ of financial industry experience supporting commercial or SBA lending background… more
- JPMorgan Chase (Plano, TX)
- …the Senior Lead Software Engineer at JPMorganChase within the Asset Wealth Management Tech Investment Advisor Team, you are an integral part of an agile team ... influence enterprise architecture and platforms. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- JPMorgan Chase (Dallas, TX)
- …last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 ... experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant… more
- Lumen (Austin, TX)
- …priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, foster ... the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes. + Develop and manage performance… more
- Charles Schwab (Westlake, TX)
- …years of supervision, compliance, audit, or regulatory risk management experience in a financial services retail broker dealer or investment advisory role. + ... Strong knowledge of financial services broker-dealer and Investment Advisory industry standards, best practices, and rules/regulations, including FINRA Rule… more
Recent Jobs
-
Director, Public Sector Credit Risk Senior Officer
- Citigroup (New York, NY)
-
TeleEEG Physician Opportunity
- Provider Solutions & Development (Salem, OR)
-
M & A Due Diligence - Vice President
- AON (St. Louis, MO)
-
Director, HR Business Partner
- Bentley Systems (Exton, PA)