- JPMorgan Chase (The Woodlands, TX)
- …qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's degree preferred INVESTMENT AND ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...in all states. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- PrincePerelson & Associates (Dallas, TX)
- **Financial Analyst - Entry Level** Dallas, TX (In-Office) - Local Candidates Preferred - Relocation assistance not provided $47-56K/year Are you ready to launch ... your finance career with a prestigious firm where you will be a part of daily...daily innovation that creates a global impact? A global investment bank located in the heart of Dallas is… more
- CIBC (Austin, TX)
- …to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies. + **Expand your portfolio:** Acquire ... your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client… more
- Raymond James Financial, Inc. (Houston, TX)
- …scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps ... in community initiatives, centers of influence and developing niches. * Recommends investment products, solutions, and services that are suitable for prospects and… more
- Bank of America (The Woodlands, 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
- Deloitte (Houston, TX)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Moss Adams LLP (Houston, TX)
- …Minimum of 7 years of related experience required + Previous experience in a public accounting firm preferred + CPA preferred . If not a CPA, must meet ... will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence...Audit engagement teams at a large national professional services firm preferred + Proven market facing skills… more
- Edward Jones (Dallas, TX)
- …related field or equivalent work experience + 5 + years of experience at a financial services firm preferred + Series 7 and 66 preferred or obtained within 3 ... clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate… more
- JPMorgan Chase (Dallas, TX)
- …in bridging relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to position ... the firm as a strategic advisor. The Transaction Development team...Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private… more
- ADP (Dallas, TX)
- … Investment Product information enabling employees to make informed financial and investment decisions. + Firm understanding and education on mutual funds, ... planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account… more
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