- Edward Jones (Lubbock, TX)
- **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we ... a critical member of that team along with the financial advisor. You are the first voice a client...see them coming a mile away. You and your financial advisor are essential in working together to help… more
- Wells Fargo (Fort Worth, TX)
- …in loan volume and product adoption. This role involves partnering with Financial Advisors and internal stakeholders to deliver tailored lending solutions, optimize ... the National Sales organization. This role is ideal for a strategic, relationship -driven professional with deep expertise in lending and banking solutions. The… more
- OneMain Financial (Irving, TX)
- …Accountant -** **SEC Reporting** We are seeking a qualified candidate to join our Financial Reporting group as a **Senior Accountant - SEC Reporting** . This role ... will be responsible for a range of financial reporting activities, including analysis, research, monitoring, and other accounting functions. The ideal candidate is a… more
- JPMorgan Chase (Plano, TX)
- If you believe that financial advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support ... group, you will partner with clients to create custom financial plans based on their goals. You will meet...scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with… more
- Bank OZK (Dallas, TX)
- …a loan portfolio which can include ongoing risk management, credit monitoring, and financial analysis of a portfolio of Commercial and Industrial clients with annual ... revenue of <$5MM. This role supports Business Banking by evaluating creditworthiness, financial analysis of matured loans, and ensuring compliance with the Bank's… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service ... role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff… more
- Lincoln Financial (Austin, TX)
- …to assess complex IT environments and identify control gaps + Demonstrates relationship management skills and organizational skills and has the ability to prioritize ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- Compass Group, North America (Houston, TX)
- …understanding of Excel functions and formulas is a must. * Executes day-to-day financial reporting responsibilities for multiple ACC units to include the review of ... financial data, aging, scorecard preparation and explanations, and various...* Ability to develop and maintain a positive working relationship with others * Ability to process data from… more
- TIAA (Frisco, TX)
- …Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. **Key… more
- Texas Tech University (TX)
- …CFR Director **Organization:** Texas Tech University **Position Description:** The School of Financial Planning in the College of Health and Human Sciences at Texas ... manage research, outreach, engagement, and service initiatives for the Center for Financial Responsibility (CFR) in alignment with its mission to expand research… more