• Financial Solutions Advisor- Mid-Cities DFW Area

    Bank of America (Irving, 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
    Bank of America (07/22/25)
    - Related Jobs

  • Retirement Service Representative (Finra License…

    ADP (Dallas, TX)
    …to make informed financial and investment decisions. + Firm understanding and education on mutual funds , rates or return, personal rates or return, market timing ... restrictions, self-directed brokerage accounts on enrollment calls and any investment related calls enabling employees to make informed financial and investment decisions. + Educate employees on distribution options available to them when transitioning… more
    ADP (07/18/25)
    - Related Jobs

  • Principal Fullstack Java Engineer (Full Time)

    Eliassen Group (Westlake, TX)
    …(think stock market / yields, B2B and institutional trading based applications for bonds, mutual funds , and et cetera) who are VERY strong with Java, Spring, ... Oracle, Kafka as individual contributors (also must be willing to mentor junior / mid level engineers as needed and collaborate both with other senior engineers / business stakeholders) ALL APPLICANTS MUST BE WILLING TO PERFORM A GLIDER CODING EXAM, ALL… more
    Eliassen Group (07/18/25)
    - Related Jobs

  • Advisor Consultant

    Neuberger Berman (Dallas, TX)
    …and business development initiatives with predominantly Edward Jones, Commonwealth, Northwestern Mutual , Osaic, Stifel, RBC, etc. in the Central Region. The ... fixed income, quantitative and multi-asset class, private equity and hedge funds -on behalf of institutions, advisors and individual investors globally. Tenured,… more
    Neuberger Berman (07/14/25)
    - Related Jobs

  • Full Stack Engineer (Java + Angular)

    Eliassen Group (Westlake, TX)
    …management, retirement planning, brokerage services, and wealth management. Known for its mutual funds , they also provides ETFs, stocks, bonds, and other ... investment products. The company is recognized for its customer service, innovative technology, and research capabilities, with a strong online presence and a network of investor centers across the US _Due to client requirements, applicants must be willing and… more
    Eliassen Group (07/08/25)
    - Related Jobs

  • Senior Client Service Associate - Mission…

    Kestra Financial (San Antonio, TX)
    …understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds , annuities, insurance, managed accounts). + Experience ... within an independent financial planning firm is highly desirable. + Previous management or leadership experience is a plus. Licenses & Certifications + Series 7 and 65/66 licenses preferred (or willingness to obtain). more
    Kestra Financial (06/25/25)
    - Related Jobs

  • Financial Planner - Symonds Wealth Management

    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
    Kestra Financial (06/09/25)
    - Related Jobs

  • Associate/Service Wealth Advisor SilverStar Wealth…

    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 (06/09/25)
    - Related Jobs

  • Research Associate - Equine Reproduction

    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
    Tarleton State University (06/04/25)
    - Related Jobs

  • Fixed Income Portfolio Manager

    Zions Bancorporation (Houston, TX)
    …bonds, commercial paper, fixed and floating rate corporate bonds, money market mutual funds , and certificates of deposit. Since our investment portfolios ... are highly customized and short in duration, we interact frequently with our clients to ensure their liquidity needs are met. Getting to know clients and prospects well and providing services that contribute to their success is one of the most rewarding… more
    Zions Bancorporation (05/30/25)
    - Related Jobs