- Thrivent Financial (San Antonio, TX)
- …or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + ... Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their journeys… more
- JPMorgan Chase (Dallas, TX)
- …in bridging relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to position ... the firm as a strategic advisor . The Transaction Development team interfaces across the Global...Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private… more
- JPMorgan Chase (Houston, TX)
- …JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible ... of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical...work in a fast-paced team environment + Motivated and independent worker with a sense of urgency and results… more
- Charles Schwab (Westlake, TX)
- …Brokerage Account** (HSBA) solutions, a component of **Personal Choice Investment Services** (PCIS). The PCIS business model is a business-to-business-to-consumer ... partnerships that include Third-Party Administrators (TPAs), Health Savings Providers, Independent Record-Keepers (IRKs), Trust Companies, Financial Advisors, and Institutional… more
- Ankura (Dallas, TX)
- …million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on ... generating $2-$4 million+ in annual revenue. . Serve as a trusted advisor to clients, providing strategic insights and actionable recommendations throughout the… more
- Deloitte (Houston, TX)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... family offices, and closely-held business owners. We provide comprehensive, independent , and objective wealth transfer planning advice, and help clients… more
- Deloitte (San Antonio, TX)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... family offices, and closely-held business owners. We provide comprehensive, independent , and objective wealth transfer planning advice, and help clients… more
- CBRE (Dallas, TX)
- …results and value for CBRE. + **Business Partnership:** Serve as a trusted advisor to business partners. Collaborate closely with them, as well as with other ... into recommendations to senior leadership; modeling experience preferred. + An independent and objective mindset to interpret meaningful narratives from both… more
- ISC2 (Austin, TX)
- …Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and ... objectives. + Develop a robust business case evaluation process, ensuring optimal investment decisions. + **Leadership & Organizational Change** + Build and lead a… more
- Grant Thornton (Houston, TX)
- …separation planning efforts to private equity and strategic buyers + Serve as an advisor to our clients in support of their strategic initiatives in a transaction ... to remediate as they relate to the client's proposed investment thesis + Ability to deliver our IT due...premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion… more