Investment Advisor
NPAworldwide
Our client is seeking a motivated Investment Advisor who enjoys meeting people, developing new business, and helping clients achieve their financial goals. Working under the bank's trust powers, you will have the opportunity to build your own portfolio of clients through networking, referrals, and community involvement.
You will have access to established ETF models and third-party separately managed accounts (SMAs), along with investment support from an in-house CFA who manages fixed-income investments. This lets you focus on developing new business, building lasting client relationships, and delivering exceptional customer service.Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Advisor in Round Rock, TX vacancy
- Credit Analyst A well-established community bank is looking for a Credit Analyst to support its commercial lending team. You'll analyze financial statements, tax returns and cash flow for commercial and business borrowers. You'll write credit memos with clear risk ratings...Suggested
gpac
Round Rock, TX2 days ago - ...contributing to the continued growth of our practice. This role is responsible for serving as a trusted advisor to retirement plan clients by providing investment advisory, fiduciary, governance, and plan consulting services. The advisor will inherit responsibility for...SuggestedFull timeWork at office
Southwest Business Corporation
Austin, TX1 day ago $100 per hour
A leading AI research accelerator is seeking Finance Professionals with strong Investment Banking backgrounds to influence AI-driven capital markets analysis. This remote consulting role offers flexibility and a pay of $100/hr. Candidates should have 2+ years in Investment...SuggestedRemote workTuring
Austin, TX2 days ago- ...applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Round Rock, TX3 days ago - Job Description Job Description Benefits: ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Profit sharing ~ Training & development ~401(k) ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Flexible schedule ...SuggestedWork at officeWork from homeFlexible hours
Greg Meyer - State Farm Agent
Round Rock, TX17 days ago - Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in soliciting...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
Wells Fargo
Round Rock, TX2 days ago - First State Bank’s mission is to treat the community as our home, customers as our neighbors, employees as our family, and by so doing, create value for our shareholders. Our Core Values are: Genuinely Care, Trust, Relentless Improvement and Accountability. All FSB employees...Work at office
First State Bank
Round Rock, TX3 days ago - * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial...Work experience placementWork at officeFlexible hoursAfternoon shift
First National Bank Texas
Round Rock, TX2 days ago - ...Act, Employee Retirement Income Security Act)Serve as a senior advisor by presenting insights to clients, supporting business... ...has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout...Full time
Frost Bank
Austin, TX20 hours ago $157.5k - $190.83k
...will be a core contributor to the IR function, working closely with FP&A, the CFO, and executive leadership to communicate Circle's investment narrative. This role requires strong working knowledge of capital markets, solid analytical and financial modeling skills, and...Flexible hoursCircle
Austin, TX4 days ago- Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...administration to ensure strong credit quality and be involved and invested in their local community. The ideal candidate will have the... ...Development & Relationship Banking Serve as a trusted advisor, providing customized financial solutions to business owners and...Local area
$45k - $75k
Acquisitions Specialist at Greg Meyer - State Farm Agent At Greg Meyer - State Farm Agent, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate filing...For contractorsWork at officeWork from homeFlexible hoursGreg Meyer
Round Rock, TX1 day ago- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...Local areaMonday to Friday
OneMain Financial
Round Rock, TX1 day ago $45k - $75k
Benefits: ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Profit sharing ~ Training & development ~401(k) ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Flexible schedule You May...For contractorsWork at officeWork from homeFlexible hoursState Farm
Round Rock, TX20 hours ago- What We're Looking ForAt HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country...Full timeWork at office
HNTB Companies
Round Rock, TX1 day ago - The Credit Analyst with PlainsCapital Bank provides full support to the Commercial Lending Officers and is primarily responsible for underwriting financial transactions involving working capital, equipment, real estate and small company acquisitions. In addition, the credit...Full timePart timeInternshipWork at officeLocal area
Hilltop Holdings
Austin, TX4 days ago - ...benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once...Full timeTemporary workWork experience placementImmediate start
$60.32k - $75.92k
...Comprehensive in-network coverage, 100% covered preventive care, and competitive deductibles and out-of-pocket maximums. The City invests in employee well-being by paying a significant share of premiums and providing subsidies for dependent coverage. No-Cost, On-Site...Full timeTemporary workWork experience placementWork at officeLocal areaFlexible hoursShift workCity of Round Rock, TX
Round Rock, TX3 days ago- As one of the world’s top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been...Work at officeImmediate start
Fitch Ratings
Austin, TX4 days ago - Job Description Job Description What is the Opportunity? At Ovivo, we offer you the opportunity to expand your skills and professional experience while collaborating with worldwide experts in water treatment. As an Equipment Estimator you will prepare detailed...Full timeTemporary workWorldwide
Ovivo
Round Rock, TX28 days ago - Job Description Job Description At Keeley Companies, we believe in empowering our people and fulfilling career aspirations. Keeley is a career destination with countless opportunities for advancement, and a world-class family culture that is centered around creating...For subcontractorLocal areaRemote work
Keeley Construction
Round Rock, TX25 days ago - Job Description Job Description At Anchor-Ventana Glass, the Commercial Glazing Estimator is responsible for reviewing blueprints, specifications and other documents to prepare time, cost, materials and labor estimates on construction projects. DUTIES AND RESPONSIBILITIES...Contract work
Anchor-Ventana
Round Rock, TX1 day ago - Budget Analyst The City of Round Rock is seeking a Budget Analyst who enjoys working with numbers, solving financial puzzles, and supporting informed decision-making. This role blends analysis, collaboration, and creativity, offering the opportunity to help shape financial...Flexible hoursShift work
City of Round Rock
Round Rock, TX3 days ago $150k - $200k
...Our teams work collaboratively to drive the production of alphas and financial strategies - the foundation of a balanced, global investment platform.WorldQuant is built on a culture that pairs academic sensibility with accountability for results. Employees are encouraged...Casual workFlexible hoursWorldQuant
Austin, TX20 hours ago- ...develop solutions that meet the client's needs and the Bank's risk acceptance criteria.Subject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to CCB clients through industry specific lens;...Full timePart timeShift workDay shift
Truist
Austin, TX1 day ago - ...investor communications, coordinate earnings activities, analyze market and asset trends, and ensure consistent messaging to the investment community. Key Responsibilities Investor Communications · Develop and maintain effective relationships with company investors...Full time
OGH REAL ESTATE, LLC
Austin, TX2 days ago - ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin, Texas; Austin, Texas; Manor, Texas... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Round Rock, TX20 hours ago - This position is responsible for independently gathering and analyzing business and financial records and other information necessary to assess customer credit and risks in connection with primarily commercial loans. The Credit Analyst II is responsible for making determinations...Work at office
Texas Heritage National Bank
Austin, TX20 hours ago - ...solutions to help our clients navigate change and transform their competitive edge. Our people-first approach makes this possible. KPMG invests in continuous learning by providing the tools and training for you to thrive within a culture that fosters growth and collaboration...Work experience placementH1bLocal area
KPMG
Austin, TX3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor. Be the first to apply!
