• Financial Planner - Symonds Wealth

    Kestra Financial (Fort Worth, TX)
    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...including investment processing as well as planning assistance. The associate will need high attention to detail as they… more
    Kestra Financial (06/09/25)
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  • Trust Relationship Specialist - Private…

    Regions Bank (Dallas, TX)
    …Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or ... terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.… more
    Regions Bank (06/23/25)
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  • Tax Associate

    HUB International (Austin, TX)
    …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven...developing relationships with others **Job purpose:** As a tax associate , you will work directly with the tax team… more
    HUB International (06/21/25)
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  • Licensed Client Services Associate

    Robert Half Finance & Accounting (Houston, TX)
    …Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate , you ... smooth operation of our services. This role is situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money… more
    Robert Half Finance & Accounting (08/09/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (Dallas, TX)
    JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one...solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated… more
    JPMorgan Chase (08/13/25)
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  • Associate , Energy Corporate Banking

    Scotiabank (Houston, TX)
    Associate , Energy Corporate Banking - Houston, TX **Requisition ID:** 224556 **Salary Range:** 135,000.00 - 155,000.00 _Please note that the Salary Range shown is a ... winning team, committed to results, in an inclusive and high-performing culture. ** Associate , Energy Corporate Banking - Houston, TX** **Global Banking and Markets**… more
    Scotiabank (08/08/25)
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  • Private Market Valuation, Senior Associate

    S&P Global (Dallas, TX)
    …stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a range of valuation services specifically to the ... of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation techniques and technology-enabled solutions to fulfil… more
    S&P Global (08/13/25)
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  • Associate Director, Corporate Banking

    Scotiabank (Houston, TX)
    Associate Director, Corporate Banking Requisition ID: 228683 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. ... TITLE: Associate Director, Corporate Banking DUTIES: The Bank of Nova...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
    Scotiabank (07/23/25)
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  • Senior Associate , Private Market Valuation

    S&P Global (Dallas, TX)
    …mature and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate , Private Market Valuation will deliver a range of valuation services ... of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled solutions to fulfil… more
    S&P Global (08/08/25)
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  • Associate Portfolio Executive

    CH Robinson (Plano, TX)
    Join us as an ** Associate Portfolio Executive** and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service ... the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant… more
    CH Robinson (07/31/25)
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