• Finance Professor- CFA Content Specialist

    UWorld, LLC (Dallas, TX)
    …equity investments , fixed income investments , derivatives, alternative investments , and portfolio management and wealth planning. + Ability to ... Required: + CFA charter required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write high-quality CFA questions and… more
    UWorld, LLC (09/08/25)
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  • Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …options, insurance, and estate planning 4. Track record of helping to drive new wealth management related revenue. 5. Team-player, as well as have an ability ... planning in the High and Ultra-High Net Worth segments, including income tax, investments , debt management , retirement planning, employee benefits, stock… more
    Truist (08/08/25)
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  • Assistant General Counsel - VP, Senior WIM…

    Wells Fargo (Irving, TX)
    **About this role:** Wells Fargo is seeking a senior attorney to support its Wealth and Investment Management (WIM) business. The successful candidate will ... safekeeping (SEC Rule 15c3-3), clearance and settlement issues, mutual fund operations, alternative investment operations and investment advisory operations.… more
    Wells Fargo (10/21/25)
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  • Senior Business Analyst - Portfolio Optimization

    Charles Schwab (Southlake, TX)
    …part of the Schwab Technology Services (STS) organization supporting Schwab's Research, Investment management , and Trading platforms to provide products, advice ... to work on site in the specified location(s). Schwab Wealth & Asset Management Engineering (WAME) Technology...and services to institutional and retail clients manage investments . This team is essentially the front-office for Schwab… more
    Charles Schwab (10/16/25)
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