- Sands Investment Group (Austin, TX)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- JPMorgan Chase (Austin, 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 (Plano, TX)
- …best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through… more
- PNC (Houston, TX)
- …a plus **Job Description** + Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future ... opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management...strategy and the advisors in the field. Supports the advisor on client requests for new business or specific… more
- PNC (College Station, TX)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in College Station, ... Texas. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Guardian Life (Austin, TX)
- …will** + Responsible for making independent suitability decisions when approving of all Investment Advisor accounts at account opening (including the review of ... team is seeking a positive professional to join the team as a Supervision Advisor on our Advisory suitability team. The right candidate will have the ability to… more
- Atria Wealth Solutions (Houston, TX)
- Financial Advisor I - Investment Services Houston, TX, United States *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE ... TO NAVY FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Financial Advisor I - Investment Services - Navy Federal Careers (oraclecloud.com)… more
- Truist (Dallas, TX)
- …below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- PNC (Houston, TX)
- …investment and trading support activities under the direction and oversight of an Investment Advisor . + Assists with all investment related compliance set ... management control and compliance. + Recommends solutions and seeks alignment with Investment Advisor regarding problems that arise, while escalating anticipated… more
- Atria Wealth Solutions (Fort Worth, TX)
- …(CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... 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