- Bank of America (Frisco, TX)
- Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... grow, and make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative Investments ... group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private debt,… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- City National Bank (Austin, TX)
- * INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a **Risk Analytics Consultant ** on the Wealth & Investment Management Credit Risk Analytics Team. This role will be ... risk profile, and performance of credit portfolios across wealth and investment management. + Monitor aggregate credit exposures, identify risk concentrations,… more
- Texas A&M University System (College Station, TX)
- … strategies to maximize returns on investments. - Coordinate with external investment consultant reporting of performance and recommended revisions to the ... with the management of investment and banking activities which include investment manager and consultant partnerships along with banking and cash management… more
- TIAA (Dallas, TX)
- …and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their ... The Individual Financial Consultant (IFC) provides retirement education and advice to...internal partners and clients to help identify product and investment needs. + Determine where client has a need… more
- City National Bank (Houston, TX)
- …CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain ... OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors… more
- ServiceNow, Inc. (Austin, TX)
- …ServiceNow platform by getting them to see the value of their ServiceNow investment . **The Role** The Technical Consultant , Security Operation Workflow is the ... functional and technical expert of a customer engagement team - consulting with customers and configuring the ServiceNow Security Operations products based on configuration best practices - all with the goal of accelerating and driving customer business… more
- Charles Schwab (Austin, TX)
- …to explain in detail the pros and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. Consultant will also need to ... best in class service, technology, products, people and advice. The Advice Consultant will work with new and existing retirement plan services participants to… more