- Edward Jones (Temple, TX)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more
- TIAA (Frisco, TX)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- Affinius Capital (San Antonio, TX)
- …and partnership entities of the Company, and all property level and investment accounts to assure adequate daily account balances to offset account expenses ... and optimize short-term investment return. Coordinate cash availability with cash requirements (property...the daily transfer of cash between accounts (cash or investment ) to maintain target account balances, and reconcile all… more
- Bank of America (Temple, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...including investment training and in-depth knowledge of investment products and services. + Has at least one… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the ... a Client Sr Service Associate within our Commercial & Investment Bank, you will be a key player in...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Bank of America (San Antonio, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...platforms. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …management, and strategic financial analysis. Reporting directly to the Chief Investment Officer, this position offers high visibility across the organization, with ... and optimize asset utilization, capital deployment, and return on investment . Requirements Qualifications + Bachelor's degree in Finance, Accounting, Economics,… more
- ExxonMobil (Houston, TX)
- …and clearly communicating key risks and uncertainties to support business investment decisions. These professionals combine their subsurface and commercial insights ... market insights to prioritize exploration opportunities and guide sound investment decisions. Demonstrates independent problem-solving by leveraging geoscience expertise,… more
- Deloitte (Dallas, TX)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more