- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... thinking to define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to… more
- Bank of America (Austin, TX)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- S&P Global (Houston, TX)
- …book and lead renewals and upsell conversations + Act as a strategic advisor and internal advocate for your clients, ensuring long-term partnership value **What's in ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Bank of America (Frisco, TX)
- …practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not ... Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active Listening + Adaptability + Product Marketing and Branding… more
- Cherry Bekaert (Austin, TX)
- …serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services + ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... thinking to define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary… more
- Robert Half Finance & Accounting (Houston, TX)
- …planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life ... money. + Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance. + Monitor clients' financial situations on a… more
- Carrington (Plano, TX)
- …and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson in area of expertise. + ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more