• OCIO Senior Investment Advisor

    PNC (Houston, TX)
    …an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans,… more
    PNC (05/22/25)
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  • Investment Advisor

    Navy Federal Credit Union (North Richland Hills, TX)
    …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
    Navy Federal Credit Union (07/29/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (The Woodlands, TX)
    …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
    JPMorgan Chase (07/24/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Houston, TX)
    …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
    JPMorgan Chase (07/03/25)
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  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
    Atria Wealth Solutions (06/17/25)
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  • Wealth Managment Advisor

    US Bank (Dallas, TX)
    …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
    US Bank (07/29/25)
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  • Financial Advisor

    First National Bank of Omaha (Plano, TX)
    …existing customers. + Client Relationship Management: Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning ... to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of … more
    First National Bank of Omaha (08/02/25)
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  • Financial Advisor - Plano

    First National Bank of Omaha (Frisco, TX)
    …existing customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial ... for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. + **Community… more
    First National Bank of Omaha (06/07/25)
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  • Virtual / Premier Advisor or Virtual…

    Truist (Bryan, TX)
    …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
    Truist (05/09/25)
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  • Senior Compliance Analyst - Park Avenue Securities

    Guardian Life (Austin, TX)
    …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
    Guardian Life (06/14/25)
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