- Lincoln Financial (Austin, TX)
- …and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment ... opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex … more
- Bank of America (San Antonio, TX)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This… more
- City National Bank (Austin, TX)
- …high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, ... *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High… more
- Wells Fargo (Dallas, TX)
- …private placements. This role will educate and consult with Wells Fargo Investment Professionals ( Financial Advisors, Portfolio Managers, Investment ... Professionals + Lead complex initiatives involving educating and consulting with financial advisors, investment strategists, wealth advisors, and clients on… more
- PNC (Austin, TX)
- …Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies** ... to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you...of the business through the introduction and expansion of financial services to the client. + Executes risk management… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals ... as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent ... Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and… more
- Truist (Dallas, TX)
- …role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment , banking or financial planning-related client service experience, or ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment … more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …* Minimum of 2-3 years of experience in client support within an investment firm or financial services environment. * Exceptional communication skills, both ... Description Investment Banking Client Services Analyst Fort Worth, TX...Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! This… more
- Raymond James Financial, Inc. (Houston, TX)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets ... **Raymond James Overview ** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities… more