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Job Description Join a Winning Team CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.
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An International company, located in Plano, TX, is seeking a Treasury Financial Analyst for a 6+ month contract role. Key goals:This position will work with our Treasury Operations group, which covers the Middle Office tasks of daily review, confirmation, research, and settlement on brokered certificate of deposit (BCD), domestic debts (agency security, treasury bonds, municipal bonds, etc) and derivatives (swap and swap clearing) as well as Wholesale Deposits.
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Main focus: Debt & Derivatives – read the Agreement and process it (Training will be provided).
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This position will work with our Treasury Operations group, which covers the Middle Office tasks of daily review, confirmation, research, and settlement on brokered certificate of deposit (BCD), domestic debts (agency security, treasury bonds, municipal bonds, etc) and derivatives (swap and swap clearing) as well as Wholesale Deposits.
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Lead Payment Card Industry (PCI) Security Advisor. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
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Subject matter expertise /investigative experience in the areas of Financial Crimes Compliance such as OFAC Sanctions, Anti-Money Laundering, KYC, CDD, EDD, and/or Financial Fraud Investigations.
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Manage and supervise a team of Senior Analysts and Analysts, executing across a variety of regulatory compliance and financial crime-related functions, to include, but not limited to, Bank Secrecy Act (BSA), Anti-Money Laundering, Office of Foreign Asset Controls (OFAC), Know Your Customer (KYC), including Identification Verification (ID&V), Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), and Ongoing Monitoring, and/or fraud investigations for our client.
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This position will work with our Treasury Operations group, which covers the Middle Office tasks of daily review, confirmation, research, and settlement on brokered certificate of deposit (BCD), domestic debts (agency security, treasury bonds, municipal bonds, etc) and derivatives (swap and swap clearing) as well as Wholesale Deposits.
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EWC Locations: Dallas-West Village, Dallas-Pavillion North, Dallas-Lovers Lane, Garland-Firewheel, Dallas Lakewood Village.
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As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer s retirement savings goals, such as 401K and IRA products.
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Founded by a service academy graduate who has offshore experience, Core Group Resources' expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification.
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You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, (2) estate planning strategies, and business solutions.
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The PFA will interface with the program managers, functional management, cost account managers (CAMs) and business managers to provide financial support and analysis to meet program requirements.
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Engages in activities to provide independent compliance and operational risk oversight of Global Markets Risk and Financial Risk performance and any related third party/vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures.
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The Data Science Sr. Advisor will contribute alongside a team of data scientists that are responsible for Common Currency Solution Evaluations. The Data Science team is searching for an energetic and driven Data Science Sr. Advisor to bring best in class analytics and leadership to the Global Data and Analytics organization.
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Title: financial advisor Company: Core Group Resources in Garland, TX
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