- Bank of America (San Antonio, TX)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- JPMorgan Chase (Houston, TX)
- …across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice , Goal Based planning, ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Vanguard (Dallas, TX)
- …Additional Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and ... exciting opportunity as a Senior TypeScript Engineer in the Advice & Wealth Management Technology sub-division, you...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Bank of America (Frisco, TX)
- …best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but ... impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and… more
- Citigroup (Dallas, TX)
- …Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create, organize, and implement a wealth ... understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients… more
- Citigroup (Dallas, TX)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- WTW (Houston, TX)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... compensation benchmarking + Short and long-term incentive design + Compensation Committee advice /support + Board Advisory + Working closely with colleagues in other… more
- Bank of America (Dallas, TX)
- …convenience and rewards. **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking ... 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… more
- Scotiabank (Dallas, TX)
- …Audit & Regulatory issue remediations. Director, IT Risk (CIO Risk Advisor ) directly supports the CIO/Vice-President, US GBME Technology, to collaboratively assess, ... portfolio, building robust technology risk controls and processes (including non- financial risks such as Cyber Risk, Availability, Resiliency, and Operational… more
- Scotiabank (Dallas, TX)
- …internal policies, and procedures. The Director is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to ... flexible benefit programs are designed to help support your unique family, financial , physical, mental, and social health needs. \#DALLAS Location(s): United States… more