• VP, Senior Wealth Consultant

    Charles Schwab (Westlake, TX)
    **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive ... clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide...Wealth Management solutions, and client promoter scores + Partner with wealth specialists to offer solutions… more
    Charles Schwab (03/23/25)
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  • Senior Portfolio Strategist- High Net Worth

    Edward Jones (Dallas, TX)
    …newer associates on the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and benefits package includes ... have a desire to be a part of the wealth management process? Do you have a strong background...**What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings… more
    Edward Jones (02/14/25)
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  • Epic Grand Central Builder

    Deloitte (Dallas, TX)
    …have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte ... for long-term, onsite client service delivery. Work you'll do/Responsibilities The Senior Application Analyst will guide the Epic product specific build regarding… more
    Deloitte (03/20/25)
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