- TIAA (Frisco, TX)
- …incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). ** Company Overview** Nuveen is a global investment leader, managing ... The Divisional Director, Advisor Consultants leads and develops a team of...the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors.… more
- Bank of America (The Woodlands, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- 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
- Charles Schwab (Austin, TX)
- …and, (f) the preparation of annual compliance reports pursuant to Rule 38a-1 of the Investment Company Act of 1940 and 206(4)-7 of the Investment Advisers ... audit experience with broad and deep knowledge of the Investment Company Act of 1940, Investment...Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary… 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
- 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
- Manulife (TX)
- …including but not limited to: recordkeeping / trust, custody and investment operations. The surrounding ecosystem supporting Advisor , Sponsor, Participant ... supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the… 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
- Brink's (Coppell, TX)
- Brinks Texas License #C00550 About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, ... driving the strategic direction, legacy system modernization, business case development, and investment alignment for major initiatives that may be global in scope… more