- Usaa (Plano, TX)
- …At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... Senior to join our team. This role requires a deep understanding of financial processes and workflows, coupled with experience in leading and implementing change… more
- USAA (Plano, TX)
- …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios. Workforce Analytics & Data-Driven Decision… more
- Charles Schwab (Westlake, TX)
- …and Workplace offerings through a planning-led approach. As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education ... our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the… more
- TIAA (Dallas, TX)
- **Individual Financial Consultant Multi-lingual** The Individual Financial Consultant (IFC) provides retirement education and advice to the ... - Multiple Issuers required within 120 Days Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, … 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
- Principal Financial Group (Dallas, TX)
- **What You'll Do** We're searching for a ** Financial Consultant I** to join our Retirement and Income Solutions Principal Connection team. In this role, you'll ... Principal's customers, solving problems, resolving issues, and helping to build their financial confidence. Operating at the intersection of financial services… 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
- Sedgwick (Dallas, TX)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Data Consultant **PRIMARY PURPOSE OF THE ROLE** : ... To develop complex reports and analyze company data including Corporate or client specific data; to serve as a technical resource for company staff on data analysis and benchmarking issues; to meet with clients on such issues as necessary; to provide training… 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
- 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
- Jack Henry & Associates (Allen, TX)
- …a best practices configuration with business rules set-up to support the financial institutions operational requirements. The Business Consultant is also ... Business Consultant : Loan Origination System General information Press space...a technology company; we're a force for good in financial services. We're redefining how community banks and credit… 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
- 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)
- 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
