- Educational Testing Service (Austin, TX)
- …business enterprise, with core activities including corporate strategy, competitive analysis, financial planning and investment management. The position will be ... documentation, transaction closing, portfolio Board of Director representation and financial exits/liquidations. Transactional Investment & Strategic Planning… more
- Citigroup (Dallas, TX)
- …long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is ... client objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all client inquiries and problems are handled… more
- Wells Fargo (Frisco, TX)
- …Investment Management (WIM)** is one of the United States' leading providers of financial and investment services. We offer a full range of personalized ... wealth management, investment , planning, and retirement products and services to help...clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter… more
- TIAA (Frisco, TX)
- …Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, ... management by leading the partnership with Wealth Management and the Chief Investment Office (CIO) to ensure a seamless client experience. **Key Responsibilities and… more
- Kestra Financial (Cypress, TX)
- …including managing client needs regarding service, asset allocation, case design, and financial planning + Consult with clients on investment strategies based ... on individual financial and investment objectives; deliver advice and participate in client reviews...Knowledge, Skills, and/or Abilities + Strong understanding of the financial services industry and diverse investment products… more
- Truist (Austin, TX)
- …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- Neuberger Berman (TX)
- …of alternatives desired + Ability to effectively communicate and position complex financial instruments and investment processes + Comfortable working in a ... + Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent… more
- Wells Fargo (Austin, TX)
- … Management (WIM)** is one of the United States' leading providers of financial and investment services. Within WIM, the **Trust Services** team offers ... seeks to attract, develop, and retain exceptional rising-senior students to Wealth & Investment Management. Our goal is to build bench strength and deepen our… more
- Wells Fargo (Kingsland, TX)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...for business, mortgage, retirement, and investment services, then partner closely with peers in Business… more
- Wells Fargo (Mckinney, TX)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...for business, mortgage, retirement, and investment services, then partner closely with peers in Business… more