- PNC (Houston, TX)
- …respected, valued and have an opportunity to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Sands Investment Group (Austin, TX)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... 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
- Charles Schwab (Westlake, TX)
- …previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… more
- Charles Schwab (Austin, TX)
- …needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor (RIA) firms rely on Schwab's digital platforms to conduct ... functionality against complexity on an industry-leading platform serving thousands of investment advisors + Lead an engaged design team that values delivering… more
- JPMorgan Chase (Plano, TX)
- … Senior Lead Software Engineer at JPMorganChase within the Asset Wealth Management Tech Investment Advisor Team, you are an integral part of an agile team ... that are leveraged across teams and functions + Influences leaders and senior stakeholders across business, product, and technology teams + Champions the firm's… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... 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
- 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 ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… 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 ... structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our… more
- BP Americas, Inc. (Houston, TX)
- …that is reliable, affordable, and sustainable for all. **About the role** The Senior Business Development & Commercial Land Advisor will be responsible for ... believe in a reliable and predictable regulatory environment to support continued investment and innovation. We are actively engaged in shaping policies that ensure… more
- Affinius Capital (San Antonio, TX)
- …and Reporting 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
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