- Comerica (Houston, TX)
- Private Banking Advisor The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. * Maintain appropriate legal,… more
- Bank of America (Houston, TX)
- …partners and centers of influence **Required skills:** + 10+ years of private banking or complex financial services experience ORequivalent financial ... Private Client Advisor Houston, Texas **Job..., providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption… more
- Zions Bancorporation (Houston, TX)
- …in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Houston marketplaces. At Amegy Bank, ... our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: + Retail Bankers + Community/Business Bankers + Private … more
- Citigroup (Houston, TX)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to add value to clients...in core product areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies… more
- Bank of America (Houston, TX)
- Registered Private Wealth Client Associate Houston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- PNC (Houston, TX)
- …Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, ... PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank and our Investment Office. We work with individual and corporate… more
- Deloitte (Houston, TX)
- …Transformation practice serves the full spectrum of financial services sectors including banking , private equity, hedge funds, real estate funds, mutual funds, ... + 5+ years' experience in financial services tax compliance: banking , private equity, hedge funds, real estate...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor… more
- Citigroup (Houston, TX)
- Job Description Responsibilities: + Senior banker covering private and public reserve-based lending (RBL) clients in mid-corporate upstream oil and gas sector + ... reporting control issues with transparency. + Vast relationship network across industry, banking , and capital providers + Proactive ownership of credit view on all… more
- HCA Healthcare (Houston, TX)
- …Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification ... + Assists in development and implementation of a physician advisor program. + Assists in maintaining and updating methodology,...Group, LLP, _the largest and most comprehensive association of private orthopedic surgeons in the Houston area and one… more