- 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
- PNC (San Antonio, 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
- Edward Jones (Ferris, TX)
- …Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning… more
- Edward Jones (Mineola, TX)
- …and time management skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your ... the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment,...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- Ally (Austin, TX)
- …Skills You Bring** * 7+ years of experience in fraud prevention within the financial services or investment industry required. Bachelor's degree preferred * 5+ ... 21105 **Remote?** No **Ally and Your Career** * Ally Financial only succeeds when its people do - and...field of fraud prevention across both deposit accounts and investment platforms, ensuring the security and integrity of our… more
- CIBC (Austin, TX)
- …expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while ... years of experience in portfolio management, wealth management, personal tax, or financial planning. + ** Investment knowledge:** You have a strong understanding… more
- ADP (El Paso, TX)
- …and financial planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with ... As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions, **_they are… more
- Citigroup (Dallas, TX)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... in a client's life and business which have significant financial implications. + Serve as a trusted advisor to...Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Robert Half Finance & Accounting (Houston, TX)
- …trends and key drivers impacting financial outcomes. * Build and refine financial models to support investment strategies and business decisions. * Track and ... Description We are looking for an experienced Senior Financial Analyst to join our team in Houston,...role, you will play a key part in evaluating financial data, developing models, and supporting strategic decision-making processes.… more
- Sysco (Houston, TX)
- …Provide decision support through scenario analysis, profitability assessments, and ad-hoc financial analysis. **Capital Planning & Investment Analysis:** + Lead ... **Position Purpose:** The **Director, Global FP&A** will lead the financial planning and analysis function, providing strategic insights and actionable… more