- Vanguard (Dallas, TX)
- …strategies, and additional financial planning support. + Develop personalized investment strategies and deliver financial planning guidance for the moments ... to help preserve client's wealth. + In-depth knowledge of financial planning, investment strategies, and industry regulations. + Positive and resilient change agent… more
- CBRE (Houston, TX)
- …lender decisions. Make presentation of analysis that will be used for investment decisions. + Assist Portfolio Managers by performing tasks involved in monitoring ... Ability to solve problems. + Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc....the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Kestra Financial (San Antonio, TX)
- …to service models. + Research and resolve complex client issues, including investment product details and pricing inquiries. + Ensure that all documentation and ... complex financial concepts clearly. + Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with financial planning… more
- JPMorgan Chase (Plano, TX)
- …striving to be best-in-class. As a Program Manager on the Commercial and Investment Wholesale Credit Risk Management Team, you will lead and manage strategic credit ... skills and pPassion for innovation/continuous improvement + Proficient in Microsoft Office Suite, Excel, PowerPoint and Word with ability to produce executive… more
- American Heart Association (Dallas, TX)
- …for a **Paid Media Buying and Planning Director** in our **National Center** office located in **Dallas, Texas** . The **location** for this position is **flexible** ... agency relationships, and performance; deliver a plan for optimization and future investment . + Assess, recommend and implement technology platforms and tools for… more
- JPMorgan Chase (Plano, TX)
- …build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by JP Morgan's Chief Investment ... and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients. **Job responsibilities:** * Leverage… more
- Bank of America (Dallas, TX)
- …impact in the communities we serve. Bank of America is committed to an in- office culture with specific requirements for office -based attendance and which allows ... execute a portfolio growth strategy. + Additional collaboration with Liquidity, Investment , CashPro partners is expected in support of TSO-defined client objectives.… more
- HUB International (Austin, TX)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees ... to develop their written and oral communication skills and their knowledge of general office procedures. We offer a flexible work schedule in a fun and welcoming… more
- JPMorgan Chase (Houston, TX)
- …business. You may also support various activities such as managing tactical office needs, client tickets, compliance requirements, or business travel tax. You will ... the business and partner with various teams, such as Office Management, to complete projects. **Job Responsibilities:** + Manage...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Bowman (Houston, TX)
- …+ Develop near/long-term goals and strategies for growth of the branch office . **At the Operational and Company Level** + Actively participate in decision-making ... effectively manage multiple time-sensitive tasks. + Focus on improving return on investment . + Basic understanding of financial reports and metrics. + Data analysis… more