- Charles Schwab (Westlake, TX)
- …for our plan sponsors and give their employees access to education and resources they can use to help transform their financial lives. Whether an organization ... purchase plans, up to and including full outsourcing capabilities. + **Designated Brokerage Services** (DBS) help employers who have a responsibility to monitor… 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
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth ... we do from keeping the bank safe, managing global resources , and providing the technical tools our workers need...infrastructure issues and acts as a sounding board or consultant to aid in the development of creative solutions.… more