Risk & Control Advisor - Generative AI - Houston

Job Description · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wh ...

Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) · A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned advisor who ...

Key Responsibilities · • Serve as a primary resource for clients on complex wealth planning matters · • Assess estate and wealth transfer objectives and recommend appropriate planning strategies · • Collaborate with financial advisors to enhance client relationships through integ ...

It's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · Position Summary · The Vice President of Wealth Management provides strategic leadership for the credit union's financial pla ...

Remote Client Service Advisor Job Description · The Client Service Advisor is responsible for generating new sales leads, qualifying prospects, and closing sales. The ideal candidate will have a proven track record of success in sales, excellent communication and interpersonal sk ...

The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. · Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identificati ...

A Houston-based fiduciary wealth management and financial advisory firm is hiring a Wealth Manager to own complex client relationships. · ...

Seasonal Accountant � Business Advisory (Client Support) · Doeren Mayhew is a $235 million tax, assurance and advisory firm headquartered in Troy, Michigan with 18 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 46th largest CPA firm in ...

Job Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...

Key Responsibilities · • Serve as a primary resource for clients on complex wealth planning matters · • Assess estate and wealth transfer objectives and recommend appropriate planning strategies · • Collaborate with financial advisors to enhance client relationships through integ ...

Chief Financial Officer (CFO) · We are seeking a Chief Financial Officer who will play a critical role in ensuring the continued financial health and sustainability of our mission-driven, growing organization based in Houston. This position oversees financial functions that inclu ...

A Houston-based fiduciary wealth management and financial advisory firm is hiring a Wealth Manager to own complex client relationships. · ...

+ The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management.+ · + · + Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity ide ...

LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX and Waco, TX. · ...

The ideal candidate for our Investment Counselor role will be responsible for generating revenues for the business. · Develops customized investment proposals for Private Clients based on the Investment Strategy proposed by DEI and creates customized Strategies and/or financial p ...

A Houston-based fiduciary wealth management and financial advisory firmis hiring a Wealth Manager to own complex client relationships, · deliver holistic financial plans, · and execute sophisticated strategies across investments, · insurance,and estate planning.This role blends c ...

A Houston-based fiduciary wealth management and financial advisory firm is hiring a Wealth Manager to own complex client relationships, · deliver holistic financial plans, · and execute sophisticated strategies across investments, · insurance, · and estate planning. · ...

As a Technology Service Desk Intern, you will work with the Service Desk team and demonstrate curiosity and passion for technology. · ...

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. · ...