- Bank of America (Frisco, TX)
- …advisory business preferred + Deep subject matter expertise on the Firm 's high-conviction investment offerings, including our Firm Discretionary ... Divisional Managed Investment Consultant Frisco, Texas **To proceed with your...help identify appropriate and suitable IAP (platforms/strategies) for the Firm 's clients. Advice and guidance are informed by our… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Senior Investment Performance Analyst | $20B+ AUM Firm | Fort Worth, TX Are you a numbers-driven professional with a passion for precision and ... and Kevin Sweet have partnered with a 35+ year established financial advisory firm -managing over $20 billion in assets under management (AUM)-in the search for a… more
- CBRE (Dallas, TX)
- …of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than ... Investment Management is a leading global real assets investment management firm with $144.0 billion in...need** + Bachelor's degree, in real estate or finance preferred + A minimum of three years of industry… more
- City National Bank (Houston, TX)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Scotiabank (Houston, TX)
- …achieve their financial objectives **Requirements:** + 2+ years' work experience in Investment Banking or the power/utilities sector preferred + Bachelors or ... Associate, Investment Banking - Power & Utilities - Houston,...project, Analysts will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Global… more
- Citigroup (Houston, TX)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- Navy Federal Credit Union (North Richland Hills, TX)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... 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
- JPMorgan Chase (Plano, TX)
- …advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to ... present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management strategy. Your role… more
- Deloitte (Houston, TX)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.… more
- JPMorgan Chase (Plano, TX)
- As an Audit Director within the Commercial & Investment Banking Technology Audit team, you will be responsible for managing and leading Technology Audit's coverage ... of Commercial & Investment Banking line of business specifically Commercial & ...to implement long-term enhancements across different areas within the firm by leading and actively participating in departmental working… more