- Regions Bank (Plano, TX)
- … Consultant and Certified Retirement Specialist + Two (2) years of Financial Advisory experience Compensation for this role includes base compensation ... section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based...a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and… more
- Robert Half Finance & Accounting (Dallas, TX)
- …visible, client-facing role. This firm is known for its deep expertise in healthcare financial advisory , with a unique ability to combine detailed financial ... Responsibilities: + Lead and support buy-side and sell-side QoE engagements, delivering financial due diligence and advisory services to private equity firms,… more
- Truist (Dallas, TX)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and ... and business issues impacting mass affluent clients. Serve as a personal financial planning/ advisory resource for clients, their attorneys and Certified Public… more
- Huntington National Bank (Dallas, TX)
- Description Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an ... companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors… more
- Deloitte (Houston, TX)
- …and organizational performance. As used in this posting, "Deloitte" means Deloitte Financial Advisory Services LLP, a subsidiary of Deloitte LLP. Please ... and restructuring activity. Qualifications Required: + Minimum of three years financial audit experience/accounting advisory position with a public accounting/… more
- USAA (Plano, TX)
- …USAA representative to top-level executive leadership from large and complex Financial Services/Sub- Advisory organizations to build and provide comprehensive ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Truist (Austin, TX)
- …and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide ... general market and business issues impacting affluent clients. Serve as a personal financial planning/ advisory resource for clients, their attorneys and CPAs. *… 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' ... outlined in the job expectations below **Required Qualifications:** + 5+ years of Financial Advisory experience, or equivalent demonstrated through one or a… more
- American Heart Association (Dallas, TX)
- …with overnight stay **Preferred:** + CFA, CPA, MBA, or Master's in Finance + Financial advisory or consulting (Big Four or Mid-Tier firms preferred) + Venture ... ensure alignment and timely execution. **Strategic Finance & Business Advisory ** + Serve as the primary financial ...Business Advisory ** + Serve as the primary financial and operational partner to business unit leaders (Chief,… more
- Raymond James Financial, Inc. (Houston, TX)
- …including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Associates will ... **Raymond James Overview ** **One of the largest independent financial services firms in the country could be the...Banking Summer_ _Associates_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility… more