- Bank of America (Midlothian, 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
- PNC (Fort Worth, TX)
- …respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Hulen & ... Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic… 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
- PNC (Dallas, TX)
- …to contribute to the company's success. As a Branch Network Planning Advisor within PNC's Retail Distribution Operations - Centers of Excellence organization, you ... design and construction to meet strategic customer experience objectives within financial guidelines. + Develops business cases for major capital investment… more
- PNC (Dallas, TX)
- …an opportunity to contribute to the company's success. As a Process Improvement Advisor within PNC's Retail Lending Platform Delivery organization, you will be based ... * Aligns Business and Technology strategies, and people to deliver creative solutions **Job Description** + Owns the evaluation and execution of an organization's… more
- Microsoft Corporation (Dallas, TX)
- Join the Retail & Consumer Goods Organization as a **Global Strategic Sales Leader** with our Microsoft Pepsico Team. In this role, you will oversee the development ... partners. Enacts strategy for affecting transformation for partners to build solutions and applies an ecosystem-wide perspective to better position partner growth… more
- PenFed Credit Union (Irving, TX)
- …a part of the PenFed family. PenFed is hiring a (Hybrid) Vice President, Consumer Direct Mortgage at our San Antonio, Texas; Irving, Texas or Phoenix, Arizona ... Managers, and Loan Officers ensuring they are a trusted advisor to our membership and ensure they have the...(Quattro, CoreLogic, ICE etc.) and data teams to implement solutions regarding lead follow-up, lead attribution and funnel optimization… more
- JPMorgan Chase (Dallas, TX)
- …Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital ... + Solid Client Relationship Management experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions… more
- Advantage Solutions (Dallas, TX)
- …is pivotal in elevating our media reporting capabilities, developing innovative solutions , and driving actionable insights. **Job Description:** As the Group ... strong relationships with clients and serve as a trusted advisor and partner to client stakeholders. + Lead the...and media experts that focus on creating contextually relevant consumer engagements across digital and physical brand experiences. We… 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
- Robert Half Management Resources (Irving, TX)
- …organizations, particularly in retail or similar industries. This role with be the advisor to the CFO. Key Responsibilities Strategic Financial Leadership + ... necessitates the individual's presence on-site for 2-3 days per week. The advisor will serve as backfill for the Chief Accounting Officer (CAO)/Controller, managing… more
- JPMorgan Chase (Dallas, TX)
- …that diversity of thought brings, is essential. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and… more
- PNC (Dallas, TX)
- …analysis to achieve an organization's objectives * Serve as a "trusted advisor " interfacing with executive stakeholders * Articulates the business impact of ... * Experience on large strategic transformation programs * Experience working in financial services organizations with AI and Cloud technologies * Personal skills:… more
- PNC (Dallas, TX)
- …you will be based in our Dallas 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
- 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
- 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