- JPMorgan Chase (Austin, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- City National Bank (Dallas, TX)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… more
- Bank of America (Dallas, TX)
- …and regulatory matters that could impact the Retail, Preferred, Merrill and Private Bank lines of business. Key responsibilities include reviewing legal ... & UDAAP Washington, District of Columbia;Atlanta, Georgia; Jacksonville, Florida; Charlotte, North Carolina; Dallas, Texas; Providence, Rhode Island; New York, New… more
- TD Bank (Dallas, TX)
- …the individual employee and adheres to the policies and guidelines of the Bank + Maintains confidentiality of client information + Experienced working ... one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary… more
- City National Bank (Houston, TX)
- … client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services ... high net worth clients. Introduce these professional advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal… more
- Regions Bank (Dallas, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties. **Primary Responsibilities**… more
- TEKsystems (Irving, TX)
- …will be responsible for providing support for Load Balancing infrastructure for Bank of America. Main responsibilities will include building relationships with the ... a larger team that is responsible for the health and welfare of the Bank 's Load Balancing infrastructure. Primary Skill Data Virtualization - Composite & Data Fabric… more
- HUB International (Austin, TX)
- …and services. Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically ... better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity,...all related work papers and financial statements + Maintain client paper files and electronic data files in a… more
- Cherry Bekaert (Austin, TX)
- …31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively… more