- Citizens (Houston, TX)
- …each of your sponsors, including senior partners and firm management, investment teams, business development (where applicable), capital markets (where applicable) ... partners. Proactively cover relevant individuals, their portfolio companies and key investment focus areas to drive strategic dialogue and position Citizens to… more
- US Bank (Dallas, TX)
- …Solutions team. The Money Center provides short-term on-and off-balance sheet investment solutions for our clients, including self-directed investments through the ... SinglePoint Investment portal. **Responsibilities of the role include, but are...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
- Bank of America (Houston, TX)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- BlackRock (Dallas, TX)
- …of allocated private equity fund of funds (primary and secondary), direct investment funds, structured products, private credit funds and Luxembourg investment ... discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and… more
- USAA (San Antonio, TX)
- …of retirement income solutions, life and health insurance products, investment products and related topics as needed. + Evaluates, develops and/or implements ... available for this position. **What you'll do:** + Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, … more
- Edward Jones (Dallas, TX)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and… more
- Edward Jones (Richardson, TX)
- …partner with clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more. As a financial ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and… more
- Comerica (Houston, TX)
- …the success of the client relationship. What we can offer you Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO) Employee Stock Purchase Plan ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Nuveen Investments (Dallas, TX)
- …multiple languages on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. + ... important personal financial planning decisions are based. + Interacts with retirement plan participants to provide exceptional customer service and execute… more
- HUB International (Austin, TX)
- **Job Title:** Compliance Manager - Qualified Retirement Plans, 401(k) & 403(b) **Location:** Remote **Compensation:** $80,000-$100,000 plus 6% discretionary bonus ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. **About HUB Retirement … more