- City National Bank (Houston, TX)
- …Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. ... advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description...66 securities or ability to obtain * Think and act like a PM; stand in as the PM… 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...requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure… more
- BASF (Beaumont, TX)
- …work arrangements whenever possible + Highly competitive retirement savings plan with company match and investment options + Well-being programs that include ... Maintenance, Projects, Reliability, Technology, etc. When necessary, the day shift supervisor can act as a relief supervisor for any of the four production shift… 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
- US Bank (Houston, TX)
- …and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management ... to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs +...efficiently + All the resources of a Fortune 150 company with the personal feel of a smaller … 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
- 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
- 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 ... data management skills, with proven ability to define and act upon data-driven insights. + Ability to author early-stage...comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals… more
- …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. (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