- Principal Financial Group (Addison, TX)
- …**New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding ... new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with… more
- Truist (Austin, TX)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Pilot Company (Houston, TX)
- …and transportation, technology and digital innovation, construction, maintenance, human resources, finance, sales and marketing. Founded in 1958 by Jim A. Haslam II ... Functions** 1. Build and maintain detailed financial models to evaluate investment opportunities 2. Analyze data from third-party research, internal data, finance,… more
- Scotiabank (Houston, TX)
- …We Are:** Scotiabank Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing ... include debt and equity financing, mergers & acquisitions, institutional equity sales , trading and research, fixed income products, derivatives, energy, and foreign… more
- CBRE (Austin, TX)
- …Portfolio Strategy Director, you will be responsible for providing advice and guidance for investment opportunities to a large global client. This job is part of the ... you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and… more
- Deloitte (Houston, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Zions Bancorporation (Houston, TX)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession ... Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a **_Wealth… more
- Vanguard (Dallas, TX)
- …and investment planning expertise. + Business Development: Partner with sales representatives to onboard new clients into advice. + Daily Operations: Lead ... strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management… more
- Deloitte (Dallas, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more
- CBRE (Houston, TX)
- …07-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales /Brokerage Location(s) Houston - Texas - United States of America **About the ... for transactions such as listing agreements, commission agreements, leases, and sales agreements. Prepare offers, term sheets, and lease amendments. + Assist… more
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