- Bank of America (Fort Worth, TX)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer- Investments Investment ... Consumer Investments - Investment Specialist Trainee (Obtain...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- PNC (Mansfield, TX)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Investment team, you will be based in Mansfield, ... branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Comerica (Dallas, TX)
- …will be responsible for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately responsible ... for the results of the Investment Strategists which includes asset growth, strategy and research implementation and execution, and monitoring customized solutions.… more
- Wells Fargo (Dallas, TX)
- …Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & ... This role will educate and consult with Wells Fargo Investment Professionals ( Financial Advisors, Portfolio Managers, ...Investment asset class and provide guidance on appropriate investments in the asset class to meet the client's… more
- Southern Glazer's Wine and Spirits (Farmers Branch, TX)
- …truly cares about its people. **Overview** The Manager, Commercial Finance Supplier Investments is responsible for financial planning and execution, focusing on ... + Collaborate with commercial teams to develop gap-closing strategies and investment opportunities. + Utilize financial tools and technologies (enterprise… more
- Texas A&M University System (College Station, TX)
- …and negotiate terms with prospective managers.- Oversee the compliance reporting for investment managers which includes monthly review of investments and review ... Form ADV, as applicable.- Assist with the development of investment strategies to maximize returns on investments ....Skills and Abilities: - Ability to analyze and summarize financial information in a clear, concise manner. - Strong… more
- Southern Glazer's Wine and Spirits (Farmers Branch, TX)
- …truly cares about its people. **Overview** The Analyst, Comm Finance Supplier Investments will be a valued and trusted business partner, providing critical insights, ... reports to inform decision-making. **Primary Responsibilities** + Create detailed financial reporting and analysis to assess performance vs. targets, providing… more
- Southern Glazer's Wine and Spirits (Dallas, TX)
- …truly cares about its people. **Overview** The Director, Commercial Finance Supplier Investments serves as a business partner to the Corporate Commercial team in ... profitability + Analyze various data sources related to product/supplier financial performance, identify opportunities, and provide recommendations for areas of… more
- PNC (Houston, TX)
- …opportunity to contribute to the company's success. As a Sales Assistant within PNC Investments , you will be based at a PNC branch or service center. **Job ... assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time… more
- Lincoln Financial (Austin, TX)
- …where you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable ... investment controls. You will be responsible for performing investments research, analysis and ad hoc internal reporting of...lieu of Bachelor's) + 5+ Years of experience in investment accounting and reporting or financial reporting… more