- Bank of America (Dallas, TX)
- …partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and ... Financial Solutions Advisor - Central DFW Dallas, Texas;Dallas,...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- Bank of America (Houston, TX)
- …partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and ... Financial Solutions Advisor - West Houston Area Houston,...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- Bank of America (Odessa, TX)
- …partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and ... Financial Solutions Advisor- Northwest Texas Area Dallas, Texas;Dallas,...least **one year experience** in the investments industry, including investment training and in-depth knowledge of investment … more
- Robert Half Finance & Accounting (Midland, TX)
- …outcomes, and tracking expenditures across various entities. * Prepare comprehensive financial reports, investment summaries, and presentations tailored for ... or a related field. * Minimum of 2 years of experience in financial analysis, investment management, or a similar role; experience in a family office or wealth… more
- Vanguard (Dallas, TX)
- …+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies ... planning knowledge to help preserve client's wealth. + In-depth knowledge of financial planning, investment strategies, and industry regulations. + Positive and… more
- Kestra Financial (San Antonio, TX)
- …of financial plans for clients. + Conduct in-depth research on financial products, investment strategies, and planning techniques. + Support the ... As a Para Planner at Mission Financial Planners, you will play a pivotal role...you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial … more
- First National Bank of Omaha (Plano, TX)
- …Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet ... or related field or equivalent experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65)… more
- Lexitas Legal (Plano, TX)
- …and operational data and present insights clearly to senior leadership + Build financial models for investment analysis, pricing strategy, and scenario planning ... POSITION TITLE: FP&A ( Financial Planning & Analysis) Manager - JD LOCATION:...decision support. This role reports to the VP of Financial Planning & Analysis and will initially function as… more
- Nelnet (Burleson, TX)
- Nelnet Financial Services ("NFS") is seeking an Investment Associate to join our growing investment team. This role is ideal for someone passionate about ... structured finance, analytics, and investment decision-making, who is eager to learn and contribute...analytical capacity.. . Assist in modeling and analytics for financial investments, including asset cash-flow, liability modeling, stress testing… more
- City National Bank (Houston, TX)
- …Financial Advisors (FA" and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional ... WHAT IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants (SIC) through the identification of qualified independent … more