• Senior Philanthropic Advisor - Senior Lead…

    Wells Fargo (Dallas, TX)
    …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... who applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net… more
    Wells Fargo (07/31/25)
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  • Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... clients and prospects * Partners with Truist product specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions… more
    Truist (06/03/25)
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  • Senior Director, Relationship Manager, Corporate…

    Capital One (Plano, TX)
    …of all financial institutions services to include loans, deposits, investments, trust , insurance, investment banking etc. within the assigned region ... + Maintains up-to-date knowledge of competitors' products and pricing in the market served + Liable for the proper pre-qualification, structuring, pricing, and exception-free closing on all loans in his/her assigned area + Assesses demand deposit profitability… more
    Capital One (08/03/25)
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  • Investment Management Specialist

    Bank of America (San Antonio, TX)
    Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/ Investment -Management-Specialist\_25030384-2) **Job Description:** Merrill Wealth Management is a leading… more
    Bank of America (07/18/25)
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  • Investment Advisor

    Navy Federal Credit Union (North Richland Hills, TX)
    …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
    Navy Federal Credit Union (07/29/25)
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  • Consumer Investments - Investment…

    Bank of America (Fort Worth, TX)
    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Investment -Specialist-Trainee--Obtain-SIE-Series-7-66-\_25029611) **Job Description:** At Bank of America, we are… more
    Bank of America (07/15/25)
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  • Mortgage Loan Underwriter Senior

    City National Bank (Austin, TX)
    …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
    City National Bank (07/23/25)
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  • Sr. Audit Manager- Enterprise Risk Managemenet

    City National Bank (Dallas, TX)
    …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
    City National Bank (07/10/25)
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  • Commercial Property Manager

    Healthpeak Properties, Inc. (San Antonio, TX)
    Healthpeak (NYSE: DOC) is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We build, own, and manage world-class facilities for ... healthcare Discovery and Outpatient Care ("DOC). Our impressive portfolio includes nearly 50 million square feet of medical outpatient buildings, lab and life science facilities, and Senior Assisted Living centers. Together our campuses fuel innovation in… more
    Healthpeak Properties, Inc. (07/22/25)
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  • VP of Accounting

    Robert Half Finance & Accounting (Houston, TX)
    …leader with a passion for driving financial excellence in the real estate investment trust (REIT) industry? We are seeking a dynamic and detail-oriented ... Vice President of Accounting to lead and transform our clients' accounting operations. This high-impact role offers the opportunity to work alongside senior leadership, providing strategic financial guidance while ensuring compliance with REIT-specific… more
    Robert Half Finance & Accounting (07/03/25)
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