- Cerity Partners (Midland, TX)
- The Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. ... them. The role also involves improving internal processes under supervision. The Senior Client Service Associate assists in supervising a client service associate… more
- JPMorgan Chase & Co. (Fort Worth, TX)
- …advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business Relationship Manager (BRM) Senior ... has multiple products and services Serve as a trusted advisor to the client in delivering comprehensive and customized...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- Bank of America (Houston, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Restore Hyper Wellness (Austin, TX)
- …We are seeking a dynamic, execution-oriented Chief of Staff to serve as a key advisor and strategic partner to the CEO. This role is ideal for someone who thrives ... Requirements 3 to 5+ years of experience in consulting, private equity, investment banking, corporate strategy, or in a relevant high-growth operational role. Strong… more
- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans,… more
- Sands Investment Group (Austin, TX)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- JPMorgan Chase (Houston, TX)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Guardian Life (Austin, TX)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Optiv (Dallas, TX)
- The Senior Domain Security Advisor (DSA) is the representative expert in a dedicated technology and brings deep business experience and advanced security ... for understanding a client's requirements within their domain. The Senior DSA aligns some of the most advanced security...goals, budgetary spend, and metrics based on return of investment in assigned domain. + Maintain advisory relationships with… more
