- Bank of America (Dallas, TX)
- …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... Investments. The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable… more
- Bank of America (Austin, TX)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + ... Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as… more
- Kestra Financial (Cypress, TX)
- …financial services products, including but not limited to equities, bonds, options, mutual funds , annuities, insurance, and financial planning concepts + ... Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 preferred + Series 65/66 preferred + Texas Insurance License preferred Compensation + Compensation is commensurate with… more
- Kestra Financial (Fort Worth, TX)
- …financial services products, including but not limited to: equities, bonds, options, mutual funds , annuities, insurance, and managed accounts * Previous ... experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or Abilities more
- Charles Schwab (Westlake, TX)
- …products and third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities ... & Insurance, and 529). Our mission is to provide a positive experience for Schwab clients that invest in these products, while growing a key revenue stream. The Director, Retail Alternative Investments Offer Management will be responsible for leading… more
- Bank of America (Plano, TX)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * ... Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as… more
- Tarleton State University (Stephenville, TX)
- …+ Doctor of Veterinary Medicine degree Appointment Terms: + Contingent upon mutual agreement, satisfactory performance, and availability of funds + Appointment ... renewal is at the university's discretion Professional Development: + Opportunity for collaborative and independent research and publication + Performance evaluation: At least one written evaluation per 12-month appointment Salary Commensurate Salary Range The… more
- Charles Schwab (Houston, TX)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. **What's in it for you** At Schwab, we're committed to empowering our employees' personal and… more
- Banfield Pet Hospital (New Braunfels, TX)
- …ourselves; as associates, we support the responsibility of others. . Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. . Efficiency - ... with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds . . Paid Parental Leave: We support growing families with paid parental leave… more
- Robert Half Finance & Accounting (Houston, TX)
- …and objectives Requirements Investment Portfolio, Individual Retirement Account (IRA), Annuities, Mutual Funds , Financial Planning, Brokerage Robert Half is the ... world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more