- Thrivent Financial (Dallas, TX)
- …insurance and securities licenses necessary for this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians ... professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're : + Self-disciplined, independent and driven to… more
- Edward Jones (Bedford, TX)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Deloitte (Dallas, TX)
- Engagement Financial Advisor Intern - Summer 2026 Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in ... Work You'll Do As a Summer 2026 Intern, Engagement Financial Advisor (EFA), you will team and...work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that… more
- Edward Jones (Arlington, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Deloitte (Dallas, TX)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... client accounts. Work You'll Do As an Analyst, Engagement Financial Advisor (EFA), you will assist engagement...work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that… more
- Elevance Health (Grand Prairie, TX)
- **Data Loss Prevention (DLP) Advisor ** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- HCA Healthcare (Fort Worth, TX)
- …you want to join an organization that invests in you as a Patient Customer Advisor ? At Parallon, you come first. HCA Healthcare has committed up to $300 million in ... Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match...difference. We are looking for a dedicated Patient Customer Advisor like you to be a part of our… more
- H&R Block (Arlington, TX)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- Huntington National Bank (Dallas, TX)
- Description Summary: The Inside Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment ... least 2 years of proven sales/inside sales experience in financial services and the ability to close deals and...from $0-$3 million in annual sales. + Expertise in virtual sales in a call center environment. + Ability… more
- H&R Block (Arlington, TX)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- TEKsystems (Fort Worth, TX)
- Certified Financial Planner (CFP) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement ... achievement of their goals. + Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED + MoneyGuide Pro… more
- Raymond James Financial, Inc. (Dallas, TX)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Deloitte (Fort Worth, TX)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- Wells Fargo (Irving, TX)
- …Wells Fargo. This role will be supporting the design and delivery of the Financial Advisor incentive plans across Wealth and Investment Management (WIM). In this ... compensation plans. + Familiarity with financial services industry; experience in Financial Advisor Compensation a plus. + Knowledge and understanding of… more
- NetApp (Addison, TX)
- …A successful Senior Solutions Engineer works collaboratively as part of a virtual sales team to design solutions that meet and exceed customer requirements. ... ensure successful implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. + Orchestrate … more
- Fiserv (Dallas, TX)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... for a portfolio of existing clients. As the strategic advisor to the client, this individual is required to...urgency. + Must be able to work in a virtual team setting to coordinate the appropriate resources to… more
- American Airlines (Dallas, TX)
- …accurate and timely processing of compensation-related activities, including financial services reimbursements, and supports the development and implementation ... any collective bargaining obligations._ + Serve as a strategic advisor to senior HR and business leaders on executive...well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. +… more
- Palo Alto Networks (Dallas, TX)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... cloud security domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience… more
- Elevance Health (Grand Prairie, TX)
- …Alternate locations may be considered. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance from the posting ... and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities.… more
- Elevance Health (Grand Prairie, TX)
- …Alternate locations can be considered. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance from the posting ... and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities.… more