- Thrivent Financial (San Antonio, TX)
- …Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their journeys ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated by… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
- Charles Schwab (Westlake, TX)
- …The Director, Retail Alternative Investments Offer Management, will be a part of the Investment & Offer Solutions (IOS) group. IOS is a team of _curious, optimistic, ... Advice Solutions). Given the rapid growth in client and advisor demand for this asset class, this is a...the Senior and Working Team level) + 10+ years investment product or project management experience, ideally supporting Alternative… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is… more
- Deloitte (Dallas, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Charles Schwab (Austin, TX)
- …You will focus on: (a) strategic initiatives related to Charles Schwab Investment Management, Inc. (CSIM), a registered investment adviser, and Schwab's ... annual compliance reports pursuant to Rule 38a-1 of the Investment Company Act of 1940 and 206(4)-7 of the...Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary… more
- Citigroup (Dallas, TX)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- JPMorgan Chase (Dallas, TX)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver ... build successful and sustainable long-term behaviors. **Job Summary:** + Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to… more
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