- Affinius Capital (Dallas, TX)
- …visit affiniuscapital.com. **Job Description** The Vice President/Senior Vice President Fund Financial Operations (FFO) is an integral member of the financial ... of our open-end, fund of funds and other perpetual vehicles: (i) quarterly financial results via oversight of the fund administrator and review of accounting results… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Financial Services Representative Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode Island; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/ Consumer - Investments Financial - Services -Representative\_25048238) **Job… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment ...as a central entry point into a fully licensed financial services career. **An Investment ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/ Consumer - Investments Investment -Specialist-Trainee--Obtain-SIE-Series-7-66-\_25048233) **Job Description:** At… more
- Wells Fargo (Grapevine, TX)
- … services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...appropriate introductions to address the needs of customers with investment or retirement needs + Provide self- service … more
- PNC (Dallas, TX)
- …between clients and PNC partners (ie. PNC Investment , PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. + Grows ... this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Ability to drive a commercial… 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 ... termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing… more
- JPMorgan Chase (Dallas, TX)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... take your career to the next level. As an Investment Specialist you are responsible for helping the Banker...+ Seven plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of… more
- Republic Finance, LLC (Plano, TX)
- …explain financial concepts to non- financial partners. + Familiarity with consumer lending, credit services , or banking operations to align IT spend with ... recommendations. Continuous Improvement + See opportunities to improve forecasting processes, financial controls, and return on investment . + Recommend… more
- US Bank (Irving, TX)
- …Operations provides direct support to Consumer and Business Banking, Payment Services , and Wealth Management and Investment Services business lines, ... of Risk/Compliance/Audit competencies + Considerable knowledge of applicable laws, regulations, financial services , and regulatory trends that impact bank… more
- US Bank (Irving, TX)
- …professional experience + 7-10 years of progressive experience in fintech, financial services , technology partnerships, venture investing, product strategy, or ... investments in highly regulated environments + Strong understanding of financial services ecosystems, fintech business models, and emerging technology trends… more
- JPMorgan Chase (Plano, TX)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... Join our dynamic Digital & Platform Services Financial Management team, where you'll...financial integration + Prior experience in Commercial & Investment Banking + Demonstrated ability to deliver process improvements… more
- Huntington National Bank (Fort Worth, TX)
- …or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience ... in customer service and sales in banking, financial services or goal driven retail sales,...+ Demonstrates acumen in banking, sales, investments , consumer lending, business banking, business lending, customer service… more
- PNC (Fort Worth, TX)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... sales and service , identifying sales and/or executing opportunities and making referrals...Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment … more
- Huntington National Bank (Fort Worth, TX)
- …or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience ... in customer service and sales in banking, financial services or goal driven retail sales,...relationships. Demonstrates acumen in banking, sales, investments , consumer lending, business banking, business lending, customer service… more
- Brink's (Coppell, TX)
- …cash and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers, government agencies, ... The Corporate & Global Functions FP&A Leader is responsible for overseeing financial planning, forecasting, performance management, and investment governance for… more
- JPMorgan Chase (Plano, TX)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... a subject of a technical nature + 4+ years of work experience in Financial Services , and/or accounting/controller background + Advanced skills in Excel and… more
- JPMorgan Chase (Plano, TX)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... Finance Team. **Preferred qualifications, capabilities, and skills** + Preferably in Financial Services , with a strong accounting/controller background. +… more
- JPMorgan Chase (Dallas, TX)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to...plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required +… more
- JPMorgan Chase (Plano, TX)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... The JP Morgan Wealth Management Service Center Team: Our investment professionals...qualifications, capabilities, and skills** + 3 + years of financial services or brokerage experience + Strong… more
- CBRE (Dallas, TX)
- …S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more ... Management (program management, project management, cost consulting); Real Estate Investments ( investment management, development). Please visit our website… more
