- Black & Veatch (Oklahoma City, OK)
- **Client Advisory Partner - Oil & Gas** Date: Oct 21, 2025 Location: Houston, TX, US Oklahoma City, OK, US San Antonio, TX, US Company: Black & Veatch Family of ... and perspectives to use. **The Opportunity** As the **Client Advisory Partner - Oil & Gas** , you will...changing market/client needs Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our… more
- Black & Veatch (Independence, OH)
- **Client Advisory Partner - Water/Wastewater Utilities - East Region** Date: Nov 3, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own ... diverse talents and perspectives to use. **The Opportunity** As the **Client Advisory Partner of Water/Wastewater Utilities** ,you will have the opportunity to: +… more
- MUFG (Los Angeles, CA)
- … investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and ... New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group...of our recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire… more
- Atria Wealth Solutions (Vancouver, WA)
- Columbia Credit Union, in partnership with CUSO Financial Services , LP (CFS), is seeking an Investment Advisor Representative to provide investment ... area. About Columbia Credit Union Columbia CU is a full- service financial institution with $2.3 billion in...CFS visit www.cusonet.com *Non-deposit investment products and services are offered through CUSO Financial … more
- Alight (IL)
- …participants looking for assistance with financial planning. You will also support investment advisory services within our call center. + Making warm ... basic technical problems. You will also provide product and service literature upon requests. **Requirements** + Series 65 or...+ Experience in delivering financial planning and investment advisory services . + Educate… more
- Principal Financial Group (Minneapolis, MN)
- …a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on ... of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then… more
- Truist (Winter Park, FL)
- …with an emphasis in operations or administration 2. Demonstrates strong investment , wealth management, treasury services , consumer and commercial credit ... team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division....first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …Requirements * Minimum of 2-3 years of experience in client support within an investment firm or financial services environment. * Exceptional communication ... Description Investment Banking Client Services Analyst Fort...with investment platforms. * Demonstrated knowledge of investment advisory and equity investment … more
- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs… more
- JPMorgan Chase (New York, NY)
- …to them? You have found the right team! As a Letter of Credit Product Advisory Associate in the Commercial Bank, you will be supporting the team's Vice Presidents in ... Standby Letter of Credit (SBLC) offering. You will provide consistent, high quality service to ensure excellent client experience. You will take on ownership of a… more