Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)Fort Worth, TXThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Investment Analyst, CA Institute Cambridge Associates LLCInvestment Analyst, CA InstituteArlington, TXIn addition, the position requires strong qualitative judgement during the data collection process and in helping clients determine the proper research analysis that best supports their specific needs. Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.
Senior Manager, Alternative Investment Analyst The Charles Schwab CorpSenior Manager, Alternative Investment AnalystSouthlake, TXThe analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset‑backed lending programs. This role will focus on evaluating alternative investment collateral-including private company stock, alternative investment funds, and structured notes-and supporting credit decisions for high‑net‑worth borrowers.
Analyst, Investment Analytics National Life GroupAnalyst, Investment AnalyticsAddison, TX$47,250–$69,300 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. Build and maintain analytical tools, monitors, and dashboards that organize complex datasets - issuer-level credit data, manager exposures, peer disclosures, market data - into legible and actionable reports for senior decision-makers.
Analyst, Investment Analytics National Life Holding CompanyAnalyst, Investment AnalyticsTX$47,250–$69,300 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. Build and maintain analytical tools, monitors, and dashboards that organize complex datasets - issuer-level credit data, manager exposures, peer disclosures, market data - into legible and actionable reports for senior decision-makers.
Analyst, Investment Analytics National Life InsuranceAnalyst, Investment AnalyticsAddison, Texas$47,250–$69,300 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. Build and maintain analytical tools, monitors, and dashboards that organize complex datasets — issuer-level credit data, manager exposures, peer disclosures, market data — into legible and actionable reports for senior decision-makers.
Senior Financial Analyst - Investment Management National Life GroupSenior Financial Analyst - Investment ManagementAddison, TX$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Senior Financial Analyst - Investment Management National Life Holding CompanySenior Financial Analyst - Investment ManagementTX$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Senior Financial Analyst – Investment Management National Life Insurance CompanySenior Financial Analyst – Investment ManagementAddison, Texas$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Vice President, Investment Real Estate Finance Wilks BrothersVice President, Investment Real Estate FinanceFort Worth, TexasThis individual will source and structure financing opportunities for professional real estate investors, developers, and investment sponsors, with an emphasis on single-family rental (SFR) portfolios, multifamily properties, and other income-producing residential investment assets. Position Summary : The Vice President, Investment Real Estate Finance is responsible for originating, developing, and managing commercial real estate lending relationships focused exclusively on non-owner-occupied investment properties.
Investment Executive (Financial Advisor) Irving, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Irving, TXIrving, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Grapevine, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Grapevine, TXGrapevine, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Plano, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Plano, TXDallas, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Fort Worth, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Fort Worth, TXFort Worth, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Consultant Investments Home Bancshares, Inc.Financial Consultant InvestmentsFort Worth, TXWhile performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered.
Alternative Investments Financing Lead Wealth Underwriter Wells Fargo & CoAlternative Investments Financing Lead Wealth UnderwriterIrving, TX$119,000–$224,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The Underwriter will be on the Alternative Investments Financing team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios.
Director, Investment Data & Analytics National Life GroupDirector, Investment Data & AnalyticsAddison, TX$75,000–$110,000 / yearThis is a hands-on leadership role for a practitioner who understands both the data infrastructure and the business destination, including feeds, ETL, reconciliation, exception management, ALM, investment committee and Board reporting, asset-class reporting, capital and rating agency deliverables. The Director, Investment Data & Analytics is responsible for the stewardship of NLG Capital's investment data ecosystem end-to-end, from investment accounting system inputs through the firm's internal data architecture and classification framework to the investment data warehouse and the reporting and analytics it supports.
Director, Investment Data & Analytics National Life Holding CompanyDirector, Investment Data & AnalyticsAddison, TX$75,000–$110,000 / yearThis is a hands-on leadership role for a practitioner who understands both the data infrastructure and the business destination, including feeds, ETL, reconciliation, exception management, ALM, investment committee and Board reporting, asset-class reporting, capital and rating agency deliverables. The Director, Investment Data & Analytics is responsible for the stewardship of NLG Capital''s investment data ecosystem end-to-end, from investment accounting system inputs through the firm''s internal data architecture and classification framework to the investment data warehouse and the reporting and analytics it supports.
J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Worth, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Fort Worth, TXFort Worth, TXAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
U.S. Private Bank - Investment Specialist - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - AssociateFort Worth, TXAs an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.