- Comerica (Dallas, TX)
- …obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information ... accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 years of experience developing and executing sales… more
- City National Bank (Dallas, TX)
- …Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified Anti-Money Laundering Specialist Or *Additional ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- PennyMac (Plano, TX)
- PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac,...the complete mortgage journey. A Typical Day The Senior Financial Planning and Analysis Analyst provides centralized financial… more
- Bank of America (Boerne, TX)
- …knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Zions Bancorporation (San Antonio, TX)
- … investments , estate planning, and risk management, prioritizing clients' financial well-being and long-term success. + **Leadership:** Lead and mentor a ... service delivery and client satisfaction. + **Client Advisory:** Conduct in-depth financial assessments to understand clients' needs and provide expert financial… more
- Robert Half Finance & Accounting (Dallas, TX)
- …role, you will lead and manage all aspects of the accounting and financial operations to ensure organizational success. This position offers an exciting opportunity ... to contribute to strategic planning, oversee compliance, and drive financial excellence. Responsibilities: * Supervise all accounting operations, including general… more
- Bank of America (Dallas, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- JPMorgan Chase (Fort Worth, TX)
- …chance to bring private market solutions to team member investors through financial intermediaries. You will promote financial advisor engagement across various ... channels and promote the firm's investment strategies to increase assets under management. **Job Responsibilities:** + Attain placement of JP Morgan alternative… more
- PNC (Dallas, TX)
- …**Preferred Skills** Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue ... and Reporting, Decision Making and Critical Thinking, Effective Communications, Financial Statement Analysis, Flexibility and Adaptability, Investment Reporting,… more
- PNC (San Antonio, TX)
- …Public Finance organization will be a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas. This is a player/coach ... revenue goals. Preferred qualifications include: -High performing, experienced public finance investment banker with a proven track record of proactive calling and… more