- Enverus (Dallas, TX)
- …ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital ... and existing clients. + Consulting and Advisory: Act as a trusted advisor , helping clients understand and utilize deliverables and make strategic decisions. +… more
- Thrivent Financial (Dallas, TX)
- …insurance and securities licenses necessary for this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians ... professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're : + Self-disciplined, independent and driven to… more
- Edward Jones (Waxahachie, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Elevance Health (Grand Prairie, TX)
- **System Analyst Senior Advisor ** **Location:** This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… 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 ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- H&R Block (Mesquite, TX)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- Huntington National Bank (Dallas, TX)
- Description Summary: The Inside Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment ... least 2 years of proven sales/inside sales experience in financial services and the ability to close deals and...from $0-$3 million in annual sales. + Expertise in virtual sales in a call center environment. + Ability… more
- H&R Block (Mesquite, TX)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- Deloitte (Dallas, TX)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- Wolters Kluwer (Dallas, TX)
- …Federal and state tax laws. This position reports to the Content Manager for the Axcess Advisor team, TAA R&L. **Key Tasks: ** + Track changes to tax law and monitor ... editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required. The candidate must also have...by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices);… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices);… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices);… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices);… more
- American Airlines (Dallas, TX)
- …accurate and timely processing of compensation-related activities, including financial services reimbursements, and supports the development and implementation ... any collective bargaining obligations._ + Serve as a strategic advisor to senior HR and business leaders on executive...well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. +… more
- Palo Alto Networks (Dallas, TX)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... cloud security domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience… more
- UMB Bank (Dallas, TX)
- …of this size. The objective of the group is earn the title of trusted advisor and help these companies grow and prosper in our community. As the Relationship Manager ... acumen and be knowledgeable in non-credit products such as treasury management, virtual card, trust, etc. Successful candidates for this role will be resilient,… more
- Truist (Dallas, TX)
- …of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact. 2. Drive partner engagement by providing ongoing training, ... for partner needs. 10. Proficient with CRMs, sales enablement tools, and virtual communication platforms and Microsoft Office suite of products. 11. Willingness to… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
