- City National Bank (Austin, TX)
- …an interest in CNR 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
- World Insurance Associates, LLC. (San Antonio, 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
- JPMorgan Chase (Dallas, TX)
- …will support you in getting there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets,… more
- PNC (Houston, TX)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- TXNM Energy (Alvin, TX)
- …areas, the candidate must attend cyber security training . Annual cyber security training is also required. Given the financial nature of this position, this ... are complex in nature and often functions as staff advisor and consultant by performing the following duties. ESSENTIAL...attend cyber security training . Annual cyber security training is also required. Given the financial … more
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... and moves the needle for the business. You will operate as a strategic advisor to the EDDT leadership team, going beyond communications and getting deep into the… more
- USAA (San Antonio, TX)
- …the financial services industry and regulatory landscape. + Trusted advisor who effectively guides alignment and decision making through collaboration. + Proven ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...for the business. You will operate as a strategic advisor , going beyond communications and getting deep into the… more
- SolomonEdwards (Austin, TX)
- …LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work ... Lead Credit Risk and Model Risk Consultant to join a major North American financial institution with a broad global footprint. This role will focus on supporting… more
- Texas A&M University System (College Station, TX)
- …Development: All employees have access to free LinkedIn Learning (https://linkedinlearning.tamu.edu/) training , webinars, and limited financial support to attend ... described in this position description. Significant student group advising, leadership training , risk management, and supervisory experience in the specific area(s)… more
- TXNM Energy (Texas City, TX)
- …areas, the candidate must attend cyber security training . Annual cyber security training is also required. Given the financial nature of this position, this ... but not limited to, generation, transmission, distribution, system planning, financial and regulatory issues, asset utilization, and environmental controls and… more