- Fidelity TalentSource LLC (Westlake, TX)
- …Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, ... phases within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate new client… more
- Fidelity TalentSource LLC (Westlake, TX)
- …in Sales, Relationship Management, Operations, Finance , Product Management, Compliance, Finance and Corporate Legal to reach desired business goals of ... challenge existing practices.Communication and Counsel: You are a trusted advisor to business colleagues on legal and...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Westlake, TX)
- …while simultaneously working to connect the teams to users and the broader business . This role will also be responsible for assisting with broader donor solutions ... You ensure releases are of high quality and implemented seamlessly by ensuring business readiness. You are committed to developing others and yourself to ensure the… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of established investment policies and guidelines.Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with ... with demonstrated ability to gain client trust.MBA or graduate degree in finance , economics, or related fieldCFA and/or CAIA, or progress towards these… more
- MultiPlan (Irving, TX)
- …vendor management, policy management, and security awareness. Working closely with various business units (Legal, Finance , Operations) and IT stakeholders across ... for executing and maturing the program. JOB RESPONSIBILITIES:1. Serve as a trusted advisor and subject matter expert, providing IT risk management services to IT… more
- Edynsco (Dallas, TX)
- …expertise of managing multi-locational teams. Must have been involved in multi-sectoral business . Must have held a finance leadership position. #J-18808-Ljbffr ... is a multifaceted enterprise boasting a rich tapestry of business segments spanning agriculture, renewable energy, real estate, capital...the senior leadership team, the CFO will be an advisor to the top management & Managing Director/CEO of… more
- Good Shepherd Episcopal School Dallas (Dallas, TX)
- …tasks necessary to achieve the organization's mission and is a key advisor on financial and non-financial strategic issues.Provides daily leadership, management and ... treasury, investment and endowment activities.In coordination with the Director of Finance oversees the management of all cash related activities.Evaluates and/or… more
- Good Shepherd Episcopal School (Dallas, TX)
- …tasks necessary to achieve the organization's mission and is a key advisor on financial and non-financial strategic issues. Provides daily leadership, management and ... treasury, investment and endowment activities. In coordination with the Director of Finance oversees the management of all cash related activities. Evaluates and/or… more
- Capital One (Plano, TX)
- Plano 5 (31065), United States of America, Plano, Texas Compliance Advisor Sr. Manager - Auto Finance Capital One is looking for a Senior Manager Compliance ... Advisor to support Auto Finance in Plano....defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and regulations. While… more
- JPMorgan Chase (Plano, TX)
- As the Human Resource Business Advisor , you will sit within the firm wide Human Resource Business Advisor organization - a Center of Excellence/Shared ... Resource-related matters. You will report to the Human Resource Business Advisor Lead and be aligned to...are accurate and synchronized (including joiners, leavers, transfers) with finance and/or business management, providing guidance on… more
- SAP (Plano, TX)
- …specifically for candidates early in their careers.** **Who youll become** A Solution Advisor works with our customers and prospects to help them solve business ... As a part of the sales team, a Solution Advisor is the subject matter expert responsible for the...over the world and acquire a wide variety of business , industry and SAP solution skills while working with… more
- Truist (Dallas, TX)
- …preferably with concentrations in personal financial planning, investment management, business administration, accounting, finance or banking or equivalent ... client service and responsiveness. Preferred Qualifications: 1. Master's degree in Finance , accounting or International Business . 2. CFP, CFA, CIMA,… more
- H&R Block (Grapevine, TX)
- **514637BR** **Title:** Block Advisor Tax Advisor **Our Company** **:** As you inspire people to make confident, informed decisions about their lives, careers, ... phone, chat, email + Prepare complete and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- Federal Reserve Bank (Dallas, TX)
- …people and communities we serve. Location: #LI-Hybrid **The Role** **_Overview:_** The Senior Advisor to the President ( Advisor ) serves as the primary liaison ... of Dallas and external stakeholders of the Bank. The Advisor collaborates with leadership to develop engagement strategy for...and external. **You Have:** + Bachelor's degree in economics, finance , public policy or a related field is required.… more
- USAA (Plano, TX)
- … finance position in banking or insurance OR an advanced degree in Business , Finance , Statistics, Economics, or other quantitative discipline or CFA/FRM and 4 ... **The Opportunity** As a dedicated **Senior Asset Liability Management Advisor ** , you will be responsible for the modeling,...loan and deposits to partners within the lines of business and/or Bank FP&A. Prepare clear response documents to… more
- Deloitte (Fort Worth, TX)
- Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and ... four-year accredited university and 3 years of relevant experience or Business Degree in Finance , Accounting, Economic or related discipline and 2 year's of… more
- Atria Wealth Solutions (Plano, TX)
- …contributing to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business , Finance , or related field + Certified Financial Planner (CFP) ... partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for...lifetime of benefits to you, your family or your business . By joining InTouch Credit Union, you will be… more
- Atria Wealth Solutions (Fort Worth, TX)
- …contributing to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business , Finance , or related field + Certified Financial Planner (CFP) ... (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort… more
- PNC (Dallas, TX)
- …an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in ... and regulatory updates. You will support the development of new business opportunities. **Job Description** + Supports accounts in accordance with investment… more
- Neuberger Berman (Dallas, TX)
- …detail Strong organizational skills and ability to prioritize projects Undergraduate degree in business administration, marketing or finance (CFA, CAIA or MBA a ... to various domestic locations to attend client meetings and promote new business opportunities Facilitate and promote new business opportunities along with… more
