- Security National Life Insurance Company (Fort Worth, TX)
- …passion for helping others into a purposeful career you can be proud of. As an Advance Planning Advisor you will spend your time meeting new people, creating ... succeed, we are ready to invest in your future. Apply today to become an Advance Planning Advisor and start building a career that truly matters. Powered by… more
- Optiv (Fort Worth, TX)
- …and can be hired anywhere in the continental US_ _The Cyber Operations Advisor (COA) is a senior technical leader and strategic partner responsible for driving ... SLAs, and service metrics to_ _demonstrate_ _value. Acting as a trusted advisor , the COA translates business requirements into actionable security strategies and… more
- Truist (Fort Worth, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of… more
- Nuveen Investments (Frisco, TX)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client… more
- Elevance Health (Grand Prairie, TX)
- **Test Automation Engineer Senior Advisor ** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ... for current or future visa sponsorship._ The **Test Automation Engineer Senior Advisor ** is responsible for development and oversight of enterprise test automation… more
- Fiserv (Frisco, TX)
- …come make a difference at Fiserv. **Job Title** Technical Project Manager - Advisor I **What does a successful Fiserv Project Manager do?** Within Professional ... predictable, consistent, and successful project delivery. You will focus on planning , coordinating, and monitoring large-scale scope and budget projects. Previous… more
- Wells Fargo (Frisco, TX)
- …outcomes + Align and direct centralized Premier Sales Manager to help maximize Advisor branch routines, outreach and planning activities to grow and retain ... **About this role:** The Wells Fargo Advisor (WFA) Premier Partnership Leader reports directly to...Leaders to develop and influence initiatives that promote and advance Premier opportunities in Wells Fargo's bank branches in… more
- Truist (Dallas, TX)
- …SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long...and contribute to the short- and long term strategic planning and overall training of the team. **ESSENTIAL DUTIES… more
- WSP USA (Dallas, TX)
- **Opportunity** Lead WSP's US Advisory & Planning Business Line's Energy Advisory Practice as the Managing Director, shaping transformative strategies that ... leadership role, you will define the national vision for the practice, advance regional and multi-sector priorities, expand market presence, and deliver innovative… more
- Cushman & Wakefield (Dallas, TX)
- …and suggest opportunities for improvement; provider utilization reporting; support space planning ; and assist with any employee/team moves. * Participate in LIRT ... provide concierge-style services and facility related support * Support local event planning , new hire orientations, Town Hall meetings, CEO Updates. * Support… more
- Truist (Dallas, TX)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... sufficient and value-added teammate enablement support. * Serving as a trusted advisor and extension of Wholesale leadership by providing vision, direction, and… more
- Baylor Scott & White Health (Grapevine, TX)
- …of strategic objectives, and recommends policy and structural changes to advance performance and outcomes. **Responsibilities include:** + Leading the design and ... or supervisors reporting directly to the role. + Serving as a trusted advisor and thought partner to senior executives, influencing decisions that shape patient care… more
- Deloitte (Fort Worth, TX)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Deloitte (Fort Worth, TX)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Motion Recruitment Partners (Plano, TX)
- …all organizational areas. **Responsibilities:** **Technical** + Serving as trusted technical advisor to IT and Business leadership. + Bringing disparate groups to ... Creating or overseeing creation of architecture artifacts to support budgeting, planning , development, and support for technology solutions. + Setting direction for… more
- The Hartford (Frisco, TX)
- …shape the future. The Hartford's Energy team is growing! This position is being posted in advance of an anticipated new role in 2026 *The title of this role will be ... excellent account management service of assigned division through strategic planning and operational excellence. Ensures the consistent delivery and execution… more
- Scotiabank (Dallas, TX)
- …and procedures. The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep ... involvement in Data Governance and Cybersecurity. + As OIC/AP, oversees audit planning , execution, and reporting. Obtains a thorough understanding of the end-to- end… more
- Scotiabank (Dallas, TX)
- …internal policies, and procedures. The Director is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to ... confidential nature. + As an OIC/AP, oversees the execution, planning , and reporting. Obtains a thorough understanding of the...and decisions. + Plans, documents, and seeks agreement in advance to the project approach and confirms conclusions upon… more
- Huron Consulting Group (Dallas, TX)
- …Healthcare Provider Strategy & Innovation team, you will serve as a trusted advisor to C-suite executives and boards of leading healthcare organizations. You will ... Leaders:** Provide guidance to CEOs and boards on enterprise-level planning , partnerships, and cultural transformation. + **Develop Insights:** Structure problems,… more
- Truist (Dallas, TX)
- …**Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent investment clients and centers of ... Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning -related client service experience, or equivalent outside experience. 2.… more