- Covr Financial Technologies (Houston, TX)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request for… more
- First Horizon Bank (Houston, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... for the small business department and region. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments,… more
- CIBC (Houston, TX)
- …Banking, Investments, Investment Valuation, Mergers and Acquisitions (M&A), Research Analysis, Wealth Management , Work Collaboratively At CIBC, we are in ... among other emerging low-carbon solutions. CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure Journal Global (IJGlobal). This… 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, ... thinking to define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary… more
- Bank of America (Frisco, TX)
- …days of start date. **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active Listening + ... practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not… more