- Kestra Financial (Fort Worth, TX)
- …of a large book of business including managing client needs regarding service , asset allocation, case design and financial planning * Responsible for client ... management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the… more
- PNC (Austin, TX)
- …partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and ... on investment and insurance strategies, as well as the development of financial plans for clients. Grows...internal business partners to communicate and review business results and pipeline management. Meets service … more
- Edward Jones (Pleasanton, TX)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... business takes time, so we've built a new financial advisor compensation program that supports and rewards you...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- PNC (Houston, TX)
- …Strategies, Customer Loyalty, Group Problem Solving, Negotiation, New Business Development , Relationship Management **Competencies** Addressing Customer ... Some responsibilities may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers… more
- Raymond James Financial, Inc. (Dallas, TX)
- …to build an individual practice. The Trainee will balance new client development , sales activities, investment management, customer service and compliance with ... comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by...personal and professional growth and development . The Trainee will also provide… more
- Zurich NA (Houston, TX)
- …love to hear from you! This position is responsible for assisting with regular financial reporting deliverables as well as business support. The individual will ... of financial statement analysis experience - Experience in finance services industry, specifically insurance - Experience in forecasting and modelling and… more
- Brink's (Coppell, TX)
- …be a key member of the Finance Transformation Team, and will serve as the primary financial business partner to the VP of Global Strategic Sourcing and his lead ... and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers,...Senior Financial Analyst will also lead the financial oversight and development of critical KPIs,… more
- Houston Methodist (Houston, TX)
- …the analytics. ** SERVICE ESSENTIAL FUNCTIONS** + Extracts actual and budget financial accounting General Ledger (G/L) data or financial data from appropriate ... At Houston Methodist, the Financial Analyst position is responsible for maintaining and...one or more of the following: - Supports the development of auditing, reporting and contract modeling tools as… more
- City of College Station (College Station, TX)
- …not limited to, collaborating with City-wide stakeholders and Information Technology regarding financial reporting development and enhancements. + Assist with ... Job Type Full Time Job Number 2502450 Department Fiscal Services Opening Date 08/14/2025 Closing Date 11/6/2025 11:59 PM...this position? 03 Please describe your experience with customer service or financial -related duties. 04 Please describe… more
- Robert Half (Dallas, TX)
- …enterprise value- controls & regulatory compliance, security, privacy, software development , disaster recovery, technology governance, business intelligence, and ... passion. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and...public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB… more