- Charles Schwab (Houston, TX)
- …10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + ... Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs,...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- Edward Jones (Temple, TX)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... accountability. 1 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025… more
- TIAA (Frisco, TX)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- Bank of America (Temple, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. +… more
- Bank of America (San Antonio, 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
- Robert Half Finance & Accounting (Fort Worth, TX)
- …Half Finance and Accounting and Kevin Sweet have partner with a national service company that is experiencing exponential growth and has a need for a newly created ... management, and strategic financial analysis. Reporting directly to the Chief Investment Officer, this position offers high visibility across the organization, with… more
- JPMorgan Chase (Plano, TX)
- …Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients ... and procedures outlined in the procedures manual and general company policies are complied with across all groups +...data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity… more
- Comerica (Dallas, TX)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation techniques and… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled… more