- Truist (Dallas, 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
- 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
- BlackRock (Dallas, TX)
- …years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field + Demonstrated ability ... their investments. You will be responsible for providing post investment due diligence services through examining financial data that...You will gain a rich knowledge of the alternative investment market as you create and review reports over… more
- 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
- JPMorgan Chase (Plano, TX)
- …the Senior Lead Software Engineer at JPMorganChase within the Asset Wealth Management Tech Investment Advisor Team, you are an integral part of an agile team ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Affinius Capital (San Antonio, TX)
- …Corporate Finance assists with the financial accounting and reporting of the company's investment advisor business and related entities. This role will provide ... strong analytical and accounting support to the team and management relating to the preparation, review, and analysis of the corporate-level financial information in accordance with Generally Accepted Accounting Principles. **_Essential Duties May Include:_**… more
- JPMorgan Chase (Plano, TX)
- …in the financial domain. **Job responsibilities** + Understands the vision for the WM Advisor & Investment Solutions Platforms strategy and create the data & ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Bank of America (Houston, TX)
- Merrill Financial Solutions Advisor : Houston Texas Market Houston, Texas;Houston, Texas; Beaumont, Texas **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Merrill-Financial-Solutions- Advisor --Houston-Texas-Market\_25014930) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Fort Worth, TX)
- Advisor Development Program - Financial Solutions Advisor Stage I: Fort Worth East Fort Worth, Texas **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/ Advisor -Development-Program Financial-Solutions- Advisor -Stage-I--Fort-Worth-East\_25035490) **Job Description:** Merrill Wealth Management… more
- Raymond James Financial, Inc. (Dallas, TX)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more