- Bank of America (Desoto, TX)
- Financial Solutions Advisor - Consumer Investments - Dallas Area Dallas, Texas;Dallas, Texas; Midlothian, Texas; Cedar Hill, Texas; Dallas, Texas; ... 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
- First Horizon Bank (Dallas, TX)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… 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)
- …to 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. The ... 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
- Deloitte (Dallas, 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
- Deloitte (Dallas, 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
- Bank of America (Dallas, TX)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager...drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions… more
- Morgan Stanley (Dallas, TX)
- …Office (Word, EXCEL, Outlook, PowerPoint) * Achieve high levels of Client and Financial Advisor satisfaction * Proactively manage loan escalations as needed to ... and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to...knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and… more
- Citigroup (Irving, TX)
- …provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, ... is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain… 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
- Walmart (Dallas, TX)
- …to engineer the most optimal approach that drives conversions and generates consumer loyalty across every touchpoint of the digital journey. As a **Software ... III** , you'll spend your days translating requirements into solutions , writing code, collaborating with cross-functional teams and providing...engineers who will look to you as a trusted advisor , a subject matter expert who provides guidance and… more
- Citigroup (Irving, TX)
- …provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, ... with interpretive thinking to define issues and develop innovative solutions + Serve as advisor or coach...systems analysis role + 3+ years of experience in financial services preferred, with experience building technology solutions… more
- Citigroup (Irving, TX)
- …provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, ... with interpretive thinking to define issues and develop innovative solutions + Serve as advisor or coach...Enterprise Apps Development + 3+ years of experience in financial services preferred, with experience building technology solutions… more
- PNC (Dallas, TX)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… 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
- PNC (Dallas, TX)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… more
- PNC (Fort Worth, TX)
- …will be based in our Ft. Worth market. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted ... advisor within a fast-paced, dynamic environment you will leverage...revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit… 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
- JPMorgan Chase (Dallas, TX)
- …Finance or Letter of Credit sales experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... transparency on the process + Act as a trusted advisor to your respective portfolio for any Letter of...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Fujitsu (Richardson, TX)
- …S/4HANA Solution Architect and CoE member will work with the Head SAP Solutions to manage and direct strategic initiatives and presales activities within the S/4HANA ... + Acts as a critical client contact and strategic advisor throughout the sales cycle of a SAP S/4HANA...sessions + Clearly articulate the business value of SAP solutions through thoughtful presentations and demos + Engages, grows,… more