- Truist (Westlake, TX)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and ... consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial ...services as appropriate. 3. Assist clients with trades, requests… more
- Bank of America (Galveston, TX)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking ... Financial Solutions Advisor - Registration Candidate - South...Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client… more
- Bank of America (Mckinney, TX)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account ... Financial Solutions Advisor Registration Candidate- Highway 380 and...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more
- MUFG (Irving, TX)
- …BSA/AML models, and/or OFAC sanctions screening models. + 5 plus years' of financial services data analytics or statistics experience + Familiarity implementing, ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...and (5) create statically representative samples to ensure that risk is not missed below the threshold. The incumbent… more
- Zions Bancorporation (Houston, TX)
- …role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk . The ideal candidate will ... have the skills and experience necessary to: + Manage and service a portfolio of loan relationships. + Spread and analyze financial statements, addressing… more
- Houston Methodist (Houston, TX)
- …operational requirements. Analysis includes but is not limited to financial analysis, quality assurance, organizational development, testing, training, and ... Business Analysts through formal and informal methods. **The Sr Business Analyst for financial planning will be responsible for preparing financial forecasts for… more
- Amazon (Austin, TX)
- Description AWS Global Services includes experts from across AWS who help our customers design, build, operate, and secure their cloud environments. Customers ... innovate with AWS Professional Services , upskill with AWS Training and Certification, optimize with...they migrate to the cloud. Are you a Governance, Risk , and Compliance leader who can address the challenges… more
- City National Bank (Dallas, TX)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified… more
- Chartway Federal Credit Union (Houston, TX)
- Job Title: Bilingual (Spanish) Financial Solutions Representative I Job Type: Full-Time Location: Houston, TX All of us at Chartway stand united in our strong ... knowing this commitment strengthens our credit union family and communities. A Financial Solutions Representative I reports to the Member Solutions Center Service… more
- First National Bank of Omaha (Plano, TX)
- …channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in ... Meet regularly with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management: Deliver solutions across...+ 3 years of experience in the investment or financial services industry. + FINRA Series 7… more