- World Insurance Associates, LLC. (Plano, TX)
- Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive ... maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our… more
- Bank of America (Frisco, TX)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor ...insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management +… more
- Edward Jones (Dallas, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...branch office administrator to help you run your branch. World -class products, services and support. And the stability of… more
- Atria Wealth Solutions (Plano, TX)
- …(CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... as well as more than 20 countries around the world and encompasses assets of $1,042,128,209. As our brand...member until the account is closed. As a Financial Advisor your responsibilities include, but are not limited to,… more
- Bank of America (Dallas, TX)
- Financial Solutions Advisor - Consumer Investments - Park Cities Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help ... great place to work for our teammates around the world . We're devoted to being a diverse and inclusive...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- US Bank (Dallas, TX)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... and have consistently been recognized as one of the world 's Most Admired Companies. With a diversified business mix...growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… more
- USAA (Plano, TX)
- …is not available for this position. **The Opportunity** As a dedicated AML Business Advisor Lead, you will be part of the Operations Enablement team within the First ... to enhance business programs, projects, agile projects and/or processes in a client consulting capacity in direct support of AML/KYC initiatives. + Leverages and… more
- USAA (Plano, TX)
- …of what makes us so special! **The Opportunity** As a dedicated, Business Advisor Lead-Bank Disputes Employee Orientation you will advise team members by providing ... to enhance business programs, projects, agile projects and/or processes in a client consulting capacity. + Leverages standard processes gained from expert industry… more
- EFI Global (Dallas, TX)
- …four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized ... Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers… more
- IBM (Coppell, TX)
- …beyond boundaries with innovative approaches. Preferring to 'show' vs. 'tell', Client Engineering co-creates with prospective customers, in real-time, on solutions ... to their hardest business challenges. As the Worldwide Client Engineering Alliances & Communities Leader, you'll partner with sales and technical teams to drive… more
- Bank of America (Dallas, TX)
- …is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Black & Veatch (Dallas, TX)
- …talents and perspectives to solve humanity's biggest challenges in an ever-evolving world . With over 100 years of innovation in sustainable infrastructure and our ... in engineering, procurement, consulting and construction, together we are building a world of difference. **Company :** Black & Veatch Corporation **Req Id :**… more
- AECOM (Dallas, TX)
- **Company Description** **Work with Us. Change the World .** At AECOM, we're delivering a better world . Whether improving your commute, keeping the lights on, ... work helps people and communities thrive. We are the world 's trusted infrastructure consulting firm, partnering with clients to...proposed planning products. + Usually performs as a staff advisor and consultant as to a technical specialty, a… more
- FM (Frisco, TX)
- FM is a leading property insurer of the world 's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk ... management and property insurance solutions. FM helps clients maintain continuity in their...magnitude of potential losses and communicate this to a client /prospect and the account team. The Account Engineer's role… more
- KPMG (Dallas, TX)
- …trusted advisor + Generate hypotheses from data/information received by client and identify and execute supporting quantitative and qualitative analysis + ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that slowing down. In… more
- BMO Financial Group (Dallas, TX)
- …generating $50MM - $2B in revenue. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all ... leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth,...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy… more
- IBM (Dallas, TX)
- Introduction In this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry ... range of public and private sector clients around the world . Our delivery centers offer our clients locally based...Responsibilities As a Consultant you will serve as a client -facing practitioner who sells, leads and implements expert services… more
- IBM (Dallas, TX)
- …Expertise + Storage Market Expertise: Storage market knowledge to be a trusted client advisor (training on IBM's Storage offerings is provided). + Strong ... new era of technology and solve some of the world 's most challenging problems? If so, lets talk. Your...and clients to thrive. A typical day may involve: Client Management & Value Communication: Managing clients and effectively… more
- WTW (Dallas, TX)
- …reflect the client 's broader business issues + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... day to day communication liaison with our clients, trouble shoot issues, create client deliverables, contribute to client management and new business activities,… more
- WTW (Dallas, TX)
- …to Senior Consultants and Lead Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... coordinate and manage global benefits projects, working closely with client headquarters, local country client contacts and...WTW consultants and Expatriate Benefits COE teams around the world . You will serve as the project manager and… more