- Citigroup (Houston, TX)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- Bank of America (Frisco, TX)
- Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/FRISCO/Divisional-Managed- Investment -Consultant\_25014901-2) **Job Description:** At Bank of America, we are… more
- PNC (Houston, TX)
- …opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based ... Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans,… more
- City National Bank (Austin, TX)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- JPMorgan Chase (Webster, TX)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will… more
- Scotiabank (Houston, TX)
- Associate, Investment Banking, Energy - Houston, TX **Requisition ID:** 225081 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary Range shown is ... to results, in an inclusive and high-performing culture. **Title: Associate, Investment Banking, Energy - Houston, TX** **Global Banking and Markets** Global… more
- JPMorgan Chase (Plano, TX)
- …advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to ... present on capital markets as well as investment solutions and work collaboratively with field leadership to...while being transparent with our client base in their investment roadmap. **Job Responsibilities** + Become a Subject Matter… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! This ... on fund admin, tax, and compliance. Qualifications: + 2-3 years in investment firm client support. + Stellar communication and organization. + CRM/MS Office… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/ Investment -Consultant-II Merrill-Premium\_25029857) **Job Description:** _At Bank of America, we… more