- Principal Financial Group (Fort Worth, TX)
- …and presentation skills If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer… more
- Boston Consulting Group (Dallas, TX)
- …the needs of our business; it will only be limited by your investment . You're Good At: Proactive calendar management in a fast-paced, high-volume, and ever-changing ... be creative and think outside the box Acting as a thought partner and trusted advisor to MDPs, Partners, their teams and others at BCG Keeping them informed of… more
- Enverus (Dallas, TX)
- Segment Director/ Advisor , Power Markets | Utilities Why YOU want this position At Enverus, we're committed to empowering the global quality of life by helping our ... more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial… more
- Neuberger Berman (Dallas, TX)
- …Overview:** NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- KIK Consumer Products (Dallas, TX)
- …profit, share, and long-term growth objectives. + Serve as a trusted advisor and primary point of contact with Amazon managing strategic initiatives, business ... to ensure product availability and minimize chargebacks. + Ad and promotional investment to maximize ROI. + Establish and maintain reporting tools, KPIs, dashboards,… more
- CyrusOne (Carrollton, TX)
- …strategic EHS programs. Acting as both a hands-on practitioner and strategic advisor , the Regional EHS Manager delivers technical guidance and drives measurable ... strategic EHS programs. Acting as both a hands-on practitioner and strategic advisor , the Regional EHS Manager delivers technical guidance and drives measurable… more
- Fannie Mae (Plano, TX)
- …low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration ... to ensure risk is mitigated and objectives are met within appropriate credit, investment and regulatory guidelines. * Coordinate with internal and external teams to… more
- Fannie Mae (Plano, TX)
- …negotiating and closing complex commercial real estate finance and investment transactions. * Experience representing investors, developers, or syndicators in ... with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- JPMorgan Chase (Grand Prairie, 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 ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Charles Schwab (Westlake, TX)
- …insights, research studies/reports, interviews, & analytics) specific to the Registered Investment Advisor industry. + Conduct clear, consistent, and data-driven ... **Your opportunity** At Schwab Advisor Services, we are at the heart of...of an unprecedented era of opportunity for independent Registered Investment Advisors (RIAs). As the landscape becomes increasingly complex,… 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
- First National Bank of Omaha (Plano, TX)
- …existing customers. + Client Relationship Management: Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning ... to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of … more
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Charles Schwab (Westlake, TX)
- …previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… more
- JPMorgan Chase (Plano, TX)
- …the Senior Lead Software Engineer at JPMorganChase within the Asset Wealth Management Tech Investment Advisor Team, you are an integral part of an agile team ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Microsoft Corporation (Irving, TX)
- …helping prevent future problems from occurring and achieving more from their Microsoft investment . For the Principal Technical Support Advisor role, we are ... looking for an individual who is a service delivery focused subject matter expert. You will be responsible for frontline engineer or delivery partner support staff technical readiness and process compliance. You will provide in-depth technical & subject matter… more
- JPMorgan Chase (Plano, TX)
- …in the financial domain. **Job responsibilities** + Understands the vision for the WM Advisor & Investment Solutions Platforms strategy and create the data & ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent investment clients and ... influence. Provide essential investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- Raymond James Financial, Inc. (Dallas, TX)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
