- USAA (San Antonio, TX)
- …lieu of degree. + 4 years of experience in financial analysis within the investment industry or related financial services industry. + Knowledge of fixed income, ... to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the… more
- Citigroup (Houston, TX)
- …Bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. ... of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work… more
- Bank of America (San Antonio, TX)
- …and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Citigroup (Houston, TX)
- …+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United ... degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time… more
- Scotiabank (Houston, TX)
- …full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our ... Associate, Investment Banking - Power & Utilities - Houston,...also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. ... Act as a catalyst for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/ investment products and services … more
- JPMorgan Chase (Webster, TX)
- …TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Truist (Dallas, TX)
- …role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment , banking or financial planning-related client service experience, or ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment … more
- City National Bank (Austin, TX)
- …high net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor, ... planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the… more
- Bank of America (Fort Worth, TX)
- …and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... needs to deepen existing relationships Educates potential and existing clients about investment products, services , and trading strategies offered by the bank… more
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