- Fidelity TalentSource LLC (Westlake, TX)
- …Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, ... phases within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate new client… more
- Fidelity TalentSource LLC (Westlake, TX)
- …in Sales, Relationship Management, Operations, Finance , Product Management, Compliance, Finance and Corporate Legal to reach desired business goals of ... challenge existing practices.Communication and Counsel: You are a trusted advisor to business colleagues on legal and...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Westlake, TX)
- …while simultaneously working to connect the teams to users and the broader business . This role will also be responsible for assisting with broader donor solutions ... You ensure releases are of high quality and implemented seamlessly by ensuring business readiness. You are committed to developing others and yourself to ensure the… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of established investment policies and guidelines.Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with ... with demonstrated ability to gain client trust.MBA or graduate degree in finance , economics, or related fieldCFA and/or CAIA, or progress towards these… more
- MultiPlan (Irving, TX)
- …vendor management, policy management, and security awareness. Working closely with various business units (Legal, Finance , Operations) and IT stakeholders across ... for executing and maturing the program. JOB RESPONSIBILITIES:1. Serve as a trusted advisor and subject matter expert, providing IT risk management services to IT… more
- Capital One (Plano, TX)
- Plano 5 (31065), United States of America, Plano, Texas Compliance Advisor Sr. Manager - Auto Finance Capital One is looking for a Senior Manager Compliance ... Advisor to support Auto Finance in Plano....defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and regulations. While… more
- SAP (Plano, TX)
- …specifically for candidates early in their careers.** **Who youll become** A Solution Advisor works with our customers and prospects to help them solve business ... As a part of the sales team, a Solution Advisor is the subject matter expert responsible for the...over the world and acquire a wide variety of business , industry and SAP solution skills while working with… more
- Truist (Dallas, TX)
- …preferably with concentrations in personal financial planning, investment management, business administration, accounting, finance or banking or equivalent ... client service and responsiveness. Preferred Qualifications: 1. Master's degree in Finance , accounting or International Business . 2. CFP, CFA, CIMA,… more
- H&R Block (Grapevine, TX)
- **514637BR** **Title:** Block Advisor Tax Advisor **Our Company** **:** As you inspire people to make confident, informed decisions about their lives, careers, ... phone, chat, email + Prepare complete and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- Federal Reserve Bank (Dallas, TX)
- …people and communities we serve. Location: #LI-Hybrid **The Role** **_Overview:_** The Senior Advisor to the President ( Advisor ) serves as the primary liaison ... of Dallas and external stakeholders of the Bank. The Advisor collaborates with leadership to develop engagement strategy for...and external. **You Have:** + Bachelor's degree in economics, finance , public policy or a related field is required.… more
- USAA (Plano, TX)
- … finance position in banking or insurance OR an advanced degree in Business , Finance , Statistics, Economics, or other quantitative discipline or CFA/FRM and 4 ... **The Opportunity** As a dedicated **Senior Asset Liability Management Advisor ** , you will be responsible for the modeling,...loan and deposits to partners within the lines of business and/or Bank FP&A. Prepare clear response documents to… more
- Atria Wealth Solutions (Plano, TX)
- …contributing to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business , Finance , or related field + Certified Financial Planner (CFP) ... partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for...lifetime of benefits to you, your family or your business . By joining InTouch Credit Union, you will be… more
- Atria Wealth Solutions (Fort Worth, TX)
- …contributing to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business , Finance , or related field + Certified Financial Planner (CFP) ... (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort… more
- PNC (Dallas, TX)
- …an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in ... and regulatory updates. You will support the development of new business opportunities. **Job Description** + Supports accounts in accordance with investment… more
- Neuberger Berman (Dallas, TX)
- …detail Strong organizational skills and ability to prioritize projects Undergraduate degree in business administration, marketing or finance (CFA, CAIA or MBA a ... to various domestic locations to attend client meetings and promote new business opportunities Facilitate and promote new business opportunities along with… more
- DriveTime (Fort Worth, TX)
- …leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables for DriveTime and other third parties. We service auto ... Company Culture and Best Company Leadership, oh and don't forget Phoenix Business Journal Healthiest Employers (okay, we'll stop there)! Hiring is contingent upon… more
- HNTB (Fort Worth, TX)
- …successful Project Finance Team Lead acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such as contracting, ... and/or other contracting/project management certifications + Bachelor's degree in relevant Finance , Accounting, Business , Engineering, or related field +… more
- Dorsey & Whitney LLP (Dallas, TX)
- Finance & Restructuring Attorney (#852) Dorsey & Whitney...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations ... LLP is seeking an experienced finance attorney for its Finance & Restructuring...an integrated, dedicated approach to its clients' legal and business needs. Dorsey's diverse client base includes more than… more
- Dorsey & Whitney LLP (Dallas, TX)
- Finance & Restructuring Associate, Senior Attorney or Of...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations ... (#864) Dorsey & Whitney LLP is seeking an experienced finance attorney for its Finance & Restructuring...an integrated, dedicated approach to its clients' legal and business needs. Dorsey's diverse client base includes more than… more
- Deloitte (Fort Worth, TX)
- …"Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! Recruiting for this role ends on May 31st, ... You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable...related work papers. + Coordinating with client's tax and finance departments on tax planning and compliance data gathering.… more