- Huntington National Bank (Dallas, TX)
- …Huntington Bank is searching for a Managing Director, Public Finance to direct investment banking activity. Our new colleague will be focused on tax exempt and ... talent + Responsibilities include a combination of the following functions: investment banking, underwriting and private placements for municipal issuers. + Adheres… more
- JPMorgan Chase (Plano, TX)
- …+ Evaluate prospective real estate initiatives involving ownership/leasing, capital investment and occupancy strategies associated with JPMC's corporate and retail ... stay vs. relocate, lease vs. buy, new developments, dispositions, and large multi-year investment strategies + Prepare high level initial P&L analysis / summaries to… more
- Edward Jones (Pflugerville, TX)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more
- TIAA (Dallas, TX)
- …where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time ... internal partners and clients to help identify product and investment needs. + Determine where client has a need...sale. + Provide advice or educate clients related to investment , advice, product concerns related to individual retirement accounts… more
- Charles Schwab (Westlake, TX)
- …trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We provide access to sophisticated ... wealth-management services that help more than 15,000 independent investment advisors attract and retain affluent clients, as well as profitably grow and succeed in… more
- Fresenius Medical Center (Dallas, TX)
- …terms + Build and maintain relationships with potential targets and key stakeholders ( investment banks, venture and PE firms, etc,) + Collaborate with business units ... analysis for inorganic deals, including development of business cases to support investment decisions and other documentation to support investment decisions +… more
- Alight (TX)
- …inbound calls and providing financial education on complex retirement-related questions, investment , and payment options for plan participants. It focuses on both ... inbound calls and providing financial education. + Answering complex questions, investment and payment options available to plan participants. + Offering guidance… more
- Innovapptive (Houston, TX)
- …Freshworks and many more!. Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"), a leading global investment ... Tiger Global Management also participated in the round. Vista is a leading global investment firm with more than $96 billion in assets under management as of… more
- Bank of America (Austin, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Charles Schwab (Houston, TX)
- …10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + ... Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs,...managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills.… more