Jobs near Roanoke: 7,682
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Relevance Score ranked on: INVESTMENT
Alternative Investment Consultant
Westlake
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and delivering an industry-lead...
Search Terms: Investment, Consultant, Wealth Advisor, Banking, Management
90.5
0mi
Updated: September 16
Director, Alternative Investments
Westlake
The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and no...
Search Terms: Director, Investment, Relationship Manager, Support, Internal Auditor
88.4
0mi
Updated: August 28
Investment Sales Associate - Westlake Pipeline
Westlake
As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their clients financial ...
Search Terms: Sales Associate, Investment, Pipeline, Financial Advisor, Sales
87.8
0mi
Updated: August 14
Investment Consultant II - Merrill Premium
Fort Worth
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Investment, Consultant, Solutions Advisor, Financial, Management
86.1
19mi
Updated: September 20
Senior Representative, Alternative Investments
Westlake
Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication, and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and i...
Search Terms: Investment, Representative, Customer Service, Customer Experience, Processing
85.9
0mi
Updated: August 22
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Keller Financial Center
Keller
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winni...
Search Terms: Financial, Solutions Advisor, Investment, Registration, Solutions
84.3
6mi
Updated: September 17
Senior Benefit Investments Manager
Irving
Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't j...
Search Terms: Manager, Investment, Relationship, Finance Analyst, Senior
83.1
18mi
Updated: September 10
Community Reinvestment (CRA) Fair Lending Analyst
Fort Worth
The CRA/ Fair Lending Analyst (the Analyst) will assist the CRA and Fair Lending Officers with evaluating the Bank’s performance under the Community Reinvestment Act and related fair lending regulations. The incumbent will interact with bank management and staff, community stakeholders, and employees...
Search Terms: Lending, Investment, Analyst, Technology, Banking
80.2
19mi
Updated: September 04
Licensed Investment Operations Representative- Willing to consider full time remote if not local
Fort Worth
The Licensed Investment Operations Representative will carry out the functions and goals of the Brokerage Operations department and play a key role in the Client Experience. Licensed Investment Operations Representative will execute on a variety of time sensitive and financial transactions. You will ...
Search Terms: Operations, Investment, Representative, Licensed, Operation
78.9
19mi
Updated: August 08
Controller
Ft Worth
Financial Additions is assisting an established family office/investment firm in Fort Worth searching for a Controller to join the team. This position is hybrid and offers amazing benefits! If you are looking for an exciting and stable company to join – this position is for you! What they offer: Heal...
Search Terms: Controller, Administrative, Financial, Investment
55.8
19mi
Updated: August 21
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