- JPMorgan Chase (Dallas, TX)
- The Commercial & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important ... and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients… more
- Raymond James Financial, Inc. (Houston, TX)
- …of death valuations and information on unusual assets. . Effectively interacts with Financial Advisors in the defining of the investment goals and requirements ... of an appropriate asset allocation, and the selection of investments suitable to the achievement of trust purposes. ....their requirements and assist in the achievement of their financial objectives. . Maintains records for annuity contracts and… more
- World Insurance Associates, LLC. (Dallas, TX)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- American Heart Association (Dallas, TX)
- …objectives. + Execute, reconcile, and document treasury transactions, including cash and investments . + Partner with banks and financial institutions to manage ... will act as a key liaison between internal stakeholders and external financial partners, leveraging financial expertise, analytical skills, and technology… more
- JPMorgan Chase (Plano, TX)
- …the benefits and opportunities provided by annuities. You will lead a team of Financial Advisors who service a wide range of clients, from those just starting to ... significant wealth, guiding them in incorporating annuities into their financial strategies to enhance their long-term financial ...and continue to build on a broad range of investment products knowledge, with a primary focus on annuity… more
- Lincoln Financial (Austin, TX)
- …with company owned life insurance policies (COLIs). It also leads our financial wellness education strategy and supports global benefit offerings, including UK ... and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred… more
- Edward Jones (Dallas, TX)
- …Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services ... across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex… more
- JPMorgan Chase (Houston, TX)
- …for your clients. The Global Corporate Banking group is part of Commercial & Investment Banking at JP Morgan. Global Corporate Banking focuses on small-, mid-, and ... large-cap companies that require traditional banking services in addition to investment banking solutions. Each of the sectors is extremely capital intensive and,… more
- Deloitte (Dallas, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Bank of America (The Woodlands, TX)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more