- JPMorgan Chase (Plano, TX)
- …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... investment strategies + Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise...the field is preferred + Ability to understand complex portfolio data, and verbalize the message in a simple… more
- Huntington National Bank (Austin, TX)
- …to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to develop an understanding ... the current challenges and opportunities facing these key investment platforms. + Support the development of wealth... investment platforms. + Support the development of wealth products based on a deep understanding of business… more
- Bank of America (San Antonio, TX)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- Truist (Houston, TX)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products ... clients, marketing new products, securing new clients and focusing on the Truist Wealth segmentation strategy. The typical Truist Wealth team is comprised of… more
- Truist (Fort Worth, TX)
- …experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of a leadership or management development ... relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based,… more
- CIBC (Austin, TX)
- … portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client ... investment objectives and firm policies. + **Expand your portfolio :** Acquire new clients with complex financial needs through...a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver… more
- Zions Bancorporation (Houston, TX)
- …+ Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a **_Wealth ... Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive financial… more
- US Bank (Dallas, TX)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and ... circumstances + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance +… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in...Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate… more
- Wells Fargo (Irving, TX)
- …Wealth Underwriter in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). As part of its vision for a ... Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios. **In this role, you will:** + Perform financial analysis and… more