- Entergy (The Woodlands, TX)
- **Job Title:** Financial Analyst (Corporate Investment Risk Assessment) **Work Place Flexibility:** Hybrid **Legal Entity:** Entergy Services, Inc.-ESI (OLD) ... This position may be filled a Financial Analyst III, Lead or Senior Lead based on...of corporate transactions that are subject to the company's Investment Approval Process (IAP). **Job Duties/Responsibilities:** + Partners with… 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 (Houston, 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 7 years of financial experience preferably in Investment Management * 3 years of experience in the High… more
- PNC (Houston, TX)
- …Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies** ... opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based… more
- Enverus (Houston, TX)
- …ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital ... allocation, renewable energy development, investment and sourcing, and help reduce costs by automating...are currently seeking a Territory Manager to join our Financial Serivices sale team. This role offers the opportunity… 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
- Bank of America (Fort Worth, TX)
- …The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...are guided by a common purpose to help make financial lives better through the power of every connection.… 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
- PNC (Austin, TX)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- Raymond James Financial, Inc. (Houston, TX)
- …the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment ... and meets minimum performance and production standards. * Stays abreast of investment products, industry rules and regulations, and financial planning. *… more