- Toyota (Plano, TX)
- …is a separate business entity, it is an essential part of this world-changing company - delivering on Toyota's vision to move people beyond what's possible. At TFS, ... addition, this position will assist in managing internal and external investment portfolios by executing securities transactions, performing investment manager… 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
- Navy Federal Credit Union (El Paso, TX)
- …obtain within 90 days of hire) + Appointment by the sponsoring insurance company , broker-dealer and/or Registered Investment Advisory Firm + Willingness to ... and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as… 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 (Houston, TX)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …positive outcomes + Ability to obtain appointment by the sponsoring insurance company , broker-dealer and/or Registered Investment Advisory Firm + Experience in ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- TIAA (Dallas, TX)
- …incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). ** Company Overview** Nuveen, the investment manager of TIAA, offers a ... comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its… more
- Raymond James Financial, Inc. (Austin, TX)
- …the specific goals and expectations. * Meets production targets that impact overall company revenue goals. * Develops a book of business consistent with AMP program ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps… more
- Raymond James Financial, Inc. (Frisco, TX)
- …the specific goals and expectations. * Meets production targets that impact overall company revenue goals. * Develops a book of business consistent with AMP program ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps… more
- PNC (Fort Worth, TX)
- …our employees feel respected, valued and have an opportunity to contribute to the company 's success. As a Financial Advisor within PNC Investments, you will be based ... 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