- TIAA (Dallas, TX)
- The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals ... advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the… more
- TIAA (Dallas, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products...job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video… more
- TIAA (Frisco, TX)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- OSI Digital (Dallas, TX)
- …+ NetSuite Suite Foundation Certification (Required) + Additional NetSuite certifications (eg, Financial User, ERP Consultant ) are a plus. Nice to Have: ... Role: NetSuite Consultant - Finance & Accounting Location: Dallas,TX Job Responsibilities...eliminations + Budgeting and forecasting + Period setup and financial close processes + Design and implement custom reports… more
- Sedgwick (Irving, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Litigation Consultant - Liability (Auto and Property) ... Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** We are looking for… more
- Magellan Health Services (Dallas, TX)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Equitable (Fort Worth, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - TX,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on January 31, 2026. Work You'll Do As a Senior Consultant on our Human Capital team, you will: + Lead the deployment of the Workday ... Student Financial Aid module by assisting with requirements gathering, solution...requirements and support the configuration of the Workday Student Financial Aid module + Lead the analysis of current… more
- Sedgwick (Dallas, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Estimate Review Consultant **PRIMARY PURPOSE:** To ... review all estimates and supporting documentation submitted by contractors/adjusters using various estimating applications ensuring estimates follow client and regulatory requirements and meet Property Repair Solutions' guidelines; to serve as a subject matter… more
- Insight Global (Fort Worth, TX)
- Job Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with ... plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and...role serves as a subject matter expert on the financial planning process, plan development and case design, and… more
- Equitable (Dallas, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- BlackRock (Dallas, TX)
- …Client Management + 2+ years of experience in client management/ service as a financial consultant , auditor, investment advisor, or other financial service ... be responsible for providing post investment due diligence services through examining financial data that provides our clients insight into their management fee,… more
- PennyMac (Carrollton, TX)
- …Day The role of the Mortgage Loan Officer is to serve as a trusted financial consultant , engaging existing customers in our $700B+ serviced portfolio via phone ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...Officer, your primary focus is to improve the customer's financial situation through expert advice and product solutions: +… more
- Capital One (Plano, TX)
- Sr. Manager, Associate Treasury Management Consultant Team Lead This role is a leadership opportunity with a dual mandate of driving associate development and ... portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a...or equivalent certification + At least 6 years of financial services experience + At least 5 years of… more
- Capital One (Plano, TX)
- Associate Treasury Management Consultant II The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned ... GED or equivalent certification + At least 4 years of financial services, management consulting, or technology consulting experience **Preferred Qualifications:** +… more
- Bank of America (Frisco, TX)
- …make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, ... Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Fort Worth, TX)
- …in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and ... Investment Consultant II - Merrill Premium Fort Worth, Texas...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Wolters Kluwer (Coppell, TX)
- **Senior UX/CX Research Consultant - Hybrid USA R0050257** **| DXG | EXO | Wolters Kluwer DXG US, Inc.** **The Company** Wolters Kluwer is a global leader in ... for local product innovation. **The Position** The Senior CX/UX Research Consultant is responsible for enhancing our customer-facing products and solutions within… more
- HCA Healthcare (Dallas, TX)
- **Description** **Medical City Dallas** **Registered Nurse, Lactation Consultant ** **Day shift w/ rotating weekends** **7AM - 7PM** **Introduction** Are you ... like family! Jump-start your career as a RN Lactation Consultant today with Medical City Dallas. **Benefits** Medical City...Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match… more
- Deloitte (Dallas, TX)
- Technical Accounting and Reporting - Senior Consultant Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are in ... ends on 12/31/2025. Work you'll do As a Senior Consultant , you will implement and deploy NetSuite solutions: +...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more