- Coinbase (Austin, TX)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...job duties):* * Support all aspects of the Ventures investment lifecycle, including: * Be an external presence in… more
- Lumen (Austin, TX)
- … investment synergies and cost reduction strategies to increase financial flexibility. + Simply complex engineering principles into concise business outcomes ... role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber… more
- Citigroup (Dallas, TX)
- …long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is ... objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all...and Knowledge** + Client facing experience, preferably in the financial services industry. Strong knowledge of investments ,… more
- JPMorgan Chase (Plano, TX)
- …by helping to identify appropriate products/services that meet all of their financial needs. You are responsible for providing an exceptional client experience ... through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on Annuity products,… more
- Aegon Asset Management (TX)
- … Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans, and ... Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities.… more
- Brookfield Properties (Dallas, TX)
- …+ Participate in the leasing process and analyze potential leases and the resulting financial impact on an investment + Analyze third party appraisals and ... behalf of Brookfield Asset Management, one of the world's largest alternative investment managers. Our logistics business is a vertically integrated portfolio of… more
- Charles Schwab (Westlake, TX)
- …team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about investment ... strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of… more
- Truist (Houston, TX)
- …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- Citigroup (San Antonio, TX)
- …on process improvement + Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested + ... + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments ) preferred + Prior work experience… more
- Cherry Bekaert (Austin, TX)
- …, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised ... investors, and developers require detailed partnership tax models to value their investment . The IRA created new mechanisms to monetize renewable energy tax credits.… more