- Vanguard (Dallas, TX)
- …clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are ... effective solutions. + Personalized Consultations: Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs,… more
- Bank of America (Tyler, TX)
- …six months of client service experience, has previously completed the Bank of America financial center internship program . * Can be flexible to work weekends ... Financial Center Client Service Rep. (part-time) Tyler, Texas;Tyler,...transactions through self-service technologies. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Drives… more
- BP Americas, Inc. (Houston, TX)
- …Internal control and compliance, Management Reporting, Managing change, Presenting, Risk Management , Stakeholder Management {+ 2 more} **Legal ... **About this role** Reporting to the bpx Chief Accounting Officer, the Financial Operations Manager role supports activities of the Accounting, Reporting and Control… more
- WTW (TX)
- …to significantly grow your health and benefits business acumen as well as your financial , project management and communication skills by working on cutting edge ... cost avoidance, risk and funding strategies + Contributes to vendor financial reviews for clients + Reviews technical & consulting accuracy on client projects,… more
- Wells Fargo (Irving, TX)
- …Wells Fargo's Finance organization is responsible for driving the company's financial management activities including accounting and control, financial ... company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational,...the business unit's risk appetite and all risk and compliance program requirements. **Applicants with… more
- First National Bank of Omaha (Frisco, TX)
- … planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. + **Holistic Wealth Management :** Deliver solutions across savings, ... to change based on business needs. **Summary of the Job:** At FNBO, our Financial Advisors serve as trusted financial planning partners with our clients, helping… more
- Amazon (Austin, TX)
- …Leadership, planning, and execution teams - Provide Inputs and support on Program /Project Management tools and processes - Miscellaneous support tasks (Project ... - 5+ years of cross functional project delivery experience - 5+ years of program or project management experience - Experience defining program requirements… more
- Wells Fargo (Houston, TX)
- …transactions with our clients + Help build analytical tools that improve our risk management capabilities and customer engagement. + Analyze markets to identify ... exposures + Support the daily business of trading, risk management , modeling, and market-making + Be...mentored by more experienced leaders in the trading and management of portfolios of financial and physical… more
- Robert Half Finance & Accounting (Houston, TX)
- …review financial reports * Assist in the preparation of annual budgets for the risk management insurance program * Track and resolve issues within the ... Description We are in search of a Sr. Financial Analyst to join our detail-oriented services team...team in Houston, Texas, United States. As a Sr. Financial Analyst, your role will involve gathering and analyzing… more
- Wells Fargo (Irving, TX)
- …Wells Fargo's Finance organization is responsible for driving the company's financial management activities including accounting and control, financial ... company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational,...the business unit's risk appetite and all risk and compliance program requirements. **Applicants with… more