- JPMorgan Chase (Plano, TX)
- …Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives on partnership and problem ... Attorney : Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide...annuities, life insurance , long term care and wealth management -specific regulatory matters, ongoing support of… more
- Charles Schwab (Westlake, TX)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting… more
- Comerica (Dallas, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... an open Senior Counsel position for an experienced and highly motivated attorney supporting lines of business and departments throughout the organization on matters… more
- First Horizon Bank (Plano, TX)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Grant Thornton (Houston, TX)
- …solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing data input, ... necessary education hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal), and interpersonal… more