- Truist (Dallas, TX)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor… more
- JPMorgan Chase (Dallas, TX)
- …US Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more
- Vanguard (Dallas, TX)
- …+ Apply trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies, and industry ... plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized … more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...to take ownership and accountability for data governance and management . This is achieved through setting the Citi Data… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Additional information may be found at www.citigroup.com ... customer experience. Our operations teams manage risk, resources, and program management . We focus on enterprise resiliency and business continuity. We develop,… more
- First Horizon Bank (Houston, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... On site at location listed in job posting. **Key Responsibilities** **_CRA Exam Management & Regulatory Preparedness_** **:** + Coordinate and manage all aspects of… more
- JPMorgan Chase (Plano, TX)
- …the limits of what's possible. As a Lead Software Engineer at JPMorgan Chase within the Wealth Management - Applied AI & Analytics team, you play a crucial role ... in a partnership model, conveys information clearly and creates a sense of trust with stakeholders. **Preferred qualifications, capabilities, and skills** + PhD In a… more