- Charles Schwab (Westlake, TX)
- …good at** + Providing risk and compliance advice to Growth/Business Development, Investment Oversight and Knowledge Management & Training teams, and other business ... 6 + years of financial services industry experience in investment oversight/monitoring, with demonstrated knowledge of investment ...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- Comerica (Frisco, TX)
- …individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external, ... portfolio maintenance on various software systems. Responsible for identifying new investment opportunities and assisting in the formulation of Comerica's … more
- Bank of America (Beaumont, 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
- Comerica (Dallas, TX)
- …will be responsible for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately responsible ... for the results of the Investment Strategists which includes asset growth, strategy and research...("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS… more
- Mill Creek Residential (Dallas, TX)
- …Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis and reporting support for MCR portfolio investments ... to direct inquiries, communicating results, and providing perspective on property investment analyses. A proactive and adaptive attitude is required for this… more
- PNC (Houston, TX)
- …employees feel respected, valued and have an opportunity to contribute to the company 's success. As a Summer Intern within PNC's Asset Management Group organization, ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- Neuberger Berman (TX)
- …sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including ... as qualified prospects within the region + Represent all investment platforms at Neuberger Berman as a true ambassador...+ Drives Vision and Purpose - Clearly connects the company 's strategy and the needs of its client base… more
- Raymond James Financial, Inc. (Dallas, TX)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program… more
- JPMorgan Chase (Dallas, TX)
- …across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- PNC (Austin, TX)
- …employees feel respected, valued and have an opportunity to contribute to the company 's success. Spanish speaking preferred, but not required. As a Financial Advisor ... advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more