- Fidelity TalentSource LLC (Westlake, TX)
- …an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable ... The three phases within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate… more
- Fidelity TalentSource LLC (Westlake, TX)
- …the backlog is prioritized, engaging actively with the teams, guiding towards solutions , measuring impacts, and broadcasting results to the broader organization. As ... business. This role will also be responsible for assisting with broader donor solutions area needs for tasks such as: prioritizing across team backlogs, strategic… more
- Fidelity TalentSource LLC (Westlake, TX)
- …written communication skillsPositive and collaborative approach forging pragmatic and creative solutions across a variety of contract issues in a dynamic environment ... opinions and challenge existing practices.Communication and Counsel: You are a trusted advisor to business colleagues on legal and regulatory changes that impact… 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 ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their… more
- Bank of America (Keller, TX)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Keller Financial Center Keller, Texas **Job Description:** At ... and skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins… more
- Bank of America (Southlake, TX)
- Merrill Financial Solutions Advisor - Fort...this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help ... as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor...a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll… more
- Bank of America (Southlake, TX)
- Business Solutions Advisor - Northwest Gateway Plaza Southlake, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make ... customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk,… more
- Huntington National Bank (Dallas, TX)
- …Associate on Capstone's Financial Advisory Services team, you will help develop solutions to the financial and operational challenges facing our clients and ... For over 20 years, Capstone has been a trusted advisor to leading middle market companies, offering a fully...offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors,… more
- Microsoft Corporation (Dallas, TX)
- …organization on the planet to achieve more. We aspire to build the experiences and solutions that make it possible for every professional in any business or role to ... models. We are customer-obsessed-we love learning about our customers and then developing solutions that meet their needs. In the German Automotive Team we team, we… more
- MSC Industrial Supply Co. (Fort Worth, TX)
- …in annual revenue with, a majority of, Mid-Market customers in the penetration stage of their lifecycle. The Key Account Sales Consultant, aligns with MSC's ... new and compelling about their business that leads to MSC's differentiated solutions . DUTIES and RESPONSIBILITIES: . Offers unique perspective - Aligns our unique… more
- Occidental Petroleum (Dallas, TX)
- …Oxy Low Carbon Ventures subsidiary is advancing leading-edge technologies and business solutions that economically grow our business while reducing emissions. We are ... individual to fill the position of IT Digital Experience Expert/ Advisor with our manufacturing facilities located in Dallas, Texas....process. Oxy does not charge a fee at any stage of the recruiting process. We will never: Ask… more
- Bank of America (Dallas, TX)
- …families by offering competitive benefits to support their physical, emotional, and financial well-being. Our Global Payments Solutions (GPS) team shapes the ... are guided by a common purpose to help make financial lives better through the power of every connection....future of treasury management-turning technology advances into impactful solutions . We advocate for clients globally across all segments… more
- Keurig Dr Pepper (Frisco, TX)
- …drive Commercial Team cohesiveness. + Manage promotional processes from the planning stage , to development, to execution, ensuring all retailer timelines are met, ... effective approaches for choosing a course of action or developing appropriate solutions ; takes action that is consistent with available facts, constraints, and… more