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.
NewSenior Manager Bank Accounting Hedging and Investments The Charles Schwab CorpSenior Manager Bank Accounting Hedging and InvestmentsWestlake, TXTo ensure we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have: This highly visible people leadership role offers a unique opportunity for an experienced accounting professional to lead the team responsible for Schwab's investments and hedge accounting activities, helping shape the accounting, control, and reporting framework for one of the most significant areas of Schwab's balance sheet and a major driver of the Company's revenue. The role partners closely with leaders across Treasury Capital Markets, Accounting Policy, Regulatory Reporting, SEC Reporting, technology teams, and external advisors, with direct exposure to complex securities, derivatives, funding, and hedge accounting activities.
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.
Investment Sales Associate Trinity InvestorsInvestment Sales AssociateSouthlake, TXFull timeEssential Functions:Report directly to Client Relations ManagerServes as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationshipsWork closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategiesService investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company imageUtilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activityMay travel 2-3x/year to visit investments and attend investor events, occasionally out of stateNote: The duties of this position do not involve cold callingRequired Qualifications, Education, and Experience:Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject3+ years of applicable work experience with progressively increased responsibilities in business development or relationship managementHave showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationshipsStrong working knowledge of finance and private equityProficient in Word, Excel, Outlook, Adobe, and Google SheetsSelf-motivated, high energy, goal-orientedExcellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunitiesLicensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similarNotable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of TrinityMust have the ability to self-direct work and exercise independent judgment to formulate and implement solutionsPreferred Qualifications:Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detailExcellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic recordAbility to multitask and prioritize deadlines across several projects with different managersSelf-starter; able to identify "what's next" and make meaningful progress with little oversight or structureFamiliarity with JuniperSquare and HubSpot or similar CRM tool, such as SalesforceSupervisory ResponsibilitiesNoneWork Environment, Physical Factors, and Other Special RequirementsThe work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings.