- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... & Health insurance licenses. 4. A thorough understanding of a broad range of financial planning and investment concepts. 5. Successful track record of sales… more
- JPMorgan Chase (Houston, TX)
- …tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged ... asset growth, guaranteed income, and financial security for their families and businesses. The Life...Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice… more
- Manulife (TX)
- …including but not limited to: recordkeeping / trust, custody and investment operations. The surrounding ecosystem supporting Advisor , Sponsor, Participant ... supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the… more
- Citigroup (Dallas, TX)
- …long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is ... Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial...objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all… more
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients… more
- American Heart Association (Dallas, TX)
- …Heart Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational ... and financial reality. The role manages core financial ...reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and… more
- 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
- 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