- Bank of America (Dallas, TX)
- Financial Solutions Advisor - Consumer Investments - Park Cities Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose ... to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Southlake, TX)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Northwest Gateway Plaza Financial Center Southlake, Texas **Job ... skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your… more
- Truist (Dallas, TX)
- …deepen relationships with international clients, delivering expert advice and tailored financial solutions through the combination of needs anticipation, sound ... presentation and sales skills that establish the WA as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including UHNW… more
- PNC (Dallas, TX)
- …the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. This ... Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team...able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing… more
- PNC (Dallas, TX)
- …plans based on forecasts, and provides improvement recommendations. + Creates solutions to meet business operational and financial objectives. Identifies ... and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a PNC office… more
- PNC (Dallas, TX)
- …dynamic environment ultimately because you have a passion for helping people live their best financial life. As a Strategy and Planning Advisor Sr, you will be ... to the company's success. As a Strategy and Planning Advisor Sr within PNC's Enterprise Innovation organization, you will...Innovation is to unlock the possible; to imagine how financial services can improve everyday life of people and… 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 ... discretion. In this position, you will deliver FIS (Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution plans. You will… more
- Truist (Arlington, TX)
- …service and support. Serve as the primary point of contact for the Consumer & Small Business Banking branches, regional and internal support departments regarding ... educating clients on bank products and services. Identify opportunities for banking solutions to fulfill both expressed and unexpressed client needs. 5. Educate and… more
- Capital One (Plano, TX)
- Plano 1 (31061), United States of America, Plano, Texas Distinguished Engineer - Consumer Data As a Distinguished Engineer at Capital One, you will be a part of a ... are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping… more
- Synchrony (Dallas, TX)
- …in Mathematics, Statistics, Decision Science or Quantitative Analysis. + Experience in consumer financial services, credit card payments, retail, fintech or ... **Role Summary/Purpose:** The **VP, Analytics - Health & Wellness Network Solutions ** role is responsible for providing strategic insights and analytics framework… more
- Republic Finance, LLC (Plano, TX)
- …trusted advisor to key partners. Find opportunities to enhance financial planning and analysis processes and systems. Enhance methodologies to streamline ... Overview & Responsibilities At Republic Finance, we are building a leading consumer lending company. In business for over 60 years, we are proud to be a trusted… more
- Citigroup (Irving, TX)
- …provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, ... responsible and in our clients' best interests. As a financial institution that touches every region of the world...with interpretive thinking to define issues and develop innovative solutions + Serve as advisor or coach… more
- JPMorgan Chase (Plano, TX)
- …+ Establish the scope and operations for a new product space dedicated to Advisor Performance Management solutions + Work with data architects to map the ... propose and own the streamlined vision + Drive strategic solutions to solve real-world client, Advisor , and...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Citigroup (Irving, TX)
- …provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, ... responsible and in our clients' best interests. As a financial institution that touches every region of the world...mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from… more
- Bank of America (Plano, TX)
- …and managing to an outcome(directly or indirectly). Proven track record in financial services, consumer products, or marketing business / analytics. Knowledge ... are guided by a common purpose to help make financial lives better through the power of every connection....The Client Quantitative Analytics Manger serves as a trusted advisor to the Consumer AML Leadership team… more
- JPMorgan Chase (Plano, TX)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... capabilities to help our clients achieve their most important financial goals. This is a growth business for us...**Job summary:** As a Senior Product Associate on the Advisor Platform & Experiences team, you will be a… more
- JPMorgan Chase (Plano, TX)
- …Azure Architect, Google Cloud Architect) JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... or the other. + Serving as a cyber risk advisor to the JPM Consumer and Community...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Citigroup (Irving, TX)
- …Our company has been one of the foundational components of today's modern financial infrastructure-this gives us a level of unmatched expertise in tackling the ... person will operationalize new AdTech capabilities, ie, new identity-based measurement solutions (MMM, MTA, journey mapping, etc.) via clean rooms and collaborate… more