- Wells Fargo (Rockwall, TX)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for ... business, mortgage, retirement, and investment services, then partner closely with peers in Business...as critical to the success of our customers and company . They are accountable for execution of all applicable… more
- JPMorgan Chase (Plano, TX)
- …a diverse client base + Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide ... needs and provide advice and strategies to achieve their investment goals + Maintain a high level of personal...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the ... a Client Sr Service Associate within our Commercial & Investment Bank, you will be a key player in...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...Performs other duties and responsibilities as assigned. **Skills:** + Company 's working structure, policies, mission, and strategies. + Managed… more
- World Insurance Associates, LLC. (Dallas, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... to proactively source acquisition targets by identifying independent Registered Investment Advisors, consistently building relationships with business owners, leadership… more
- Compass Group, North America (San Antonio, TX)
- …A/B projections and the annual operating budget for operating units and investment accounts. + Conduct monthly productivity updates to inform financial forecasting ... and reconciled. **Accounts Receivable&Client Billing** + Prepare and reconcile monthly investment tracker to ensure accurate reimbursement requests. + Reconcile AR… more
- Edward Jones (El Paso, TX)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million… more
- JPMorgan Chase (Dallas, TX)
- …Lead internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Risk Management, and Payments + Champion a ... training preferred + Experience working with Capital Markets and Investment Banking products/services JPMorganChase, one of the oldest financial...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- CBRE (Dallas, TX)
- …are stabilized into steady state with ongoing monitoring of return on investment (ROI). This could include leading sessions to discuss lessons learned, reporting ... back on return on investment , leading launch snagging lists, and providing hyper care...employees and recognizes how every employee contributes to our company 's success. CBRE provides reasonable accommodations in job application… more
- Robert Half Finance & Accounting (Dallas, TX)
- …comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely ... to discuss financial goals and progress. * Review and reconcile current investment asset allocations to ensure alignment with client objectives. * Analyze and… more