• Divisional Managed Investment Consultant

    Bank of America (Frisco, TX)
    …+ 10+ years experience in financial services industry + 10 years sales experience + Knowledge of professionally managed investment products and/or ... Listening + Adaptability + Product Marketing and Branding + Sales Strategy + Trading and Investment Analysis + Coaching + Collaboration + Customer and Client… more
    Bank of America (07/01/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Dallas, TX)
    …+ Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
    Bank of America (07/08/25)
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  • Leader, Regional Sales - Fed…

    Cisco (TX)
    …and business terms with large commercial enterprises by selling value and return on investment + Work with inside sales and partners for maximum efficiency + ... company CHANGING the WORLD? We are seeking an outstanding sales leader to join our team as **Regional ...sales leader to join our team as **Regional Sales Director of Federal Sales - Aerospace/Defense.** This… more
    Cisco (09/06/25)
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  • Branch Relationship Banker (Personal Banker)…

    Zions Bancorporation (Houston, TX)
    …of banking products and services, including deposit accounts, loans, credit cards, and investment options. + Sales skills and experience, with the ability to ... service, build lasting relationships, promote our financial products, and drive sales performance. This role offers exciting opportunities for growth within the… more
    Zions Bancorporation (09/07/25)
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  • Treasury Portfolio Manager

    Comerica (Frisco, TX)
    …to individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, ... portfolio maintenance on various software systems. Responsible for identifying new investment opportunities and assisting in the formulation of Comerica's … more
    Comerica (07/25/25)
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  • Financial Advisor Trainee

    Raymond James Financial, Inc. (Dallas, TX)
    …build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a… more
    Raymond James Financial, Inc. (08/22/25)
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  • Senior Financial Analyst, Capital Markets

    Cushman & Wakefield (Dallas, TX)
    …Analyst ("CMFA") will support transactions generated by Cushman & Wakefield's Investment Sales brokerage services across multiple product types, including ... Assist in the preparation of final marketing materials and underwriting for sales transactions + Performs quality control reviews, ensuring work product is thorough,… more
    Cushman & Wakefield (09/05/25)
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  • Associate, Investment Banking - Power…

    Scotiabank (Houston, TX)
    Associate, Investment Banking - Power & Utilities - Houston, TX **Requisition ID:** 223101 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary ... team, committed to results, in an inclusive and high-performing culture. **Associate, Investment Banking - Power & Utilities - Houston, TX** **Global Banking and… more
    Scotiabank (07/16/25)
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  • Investment Consultant

    City National Bank (Austin, TX)
    * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
    City National Bank (08/24/25)
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  • Analyst, Investment Accounting Trade…

    Lincoln Financial (Austin, TX)
    …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
    Lincoln Financial (08/08/25)
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