- Thrivent Financial (Dallas, TX)
- …by Thrivent's unique focus on community engagement, the work you'll do on our Virtual Advice team is as innovative as it is fulfilling.Your Success; Our Blueprint ... on our team starts with a community of other virtual advisors learning and succeeding alongside you. It's not...their values and dreams and help them form a financial strategy to achieve their goals. What You Bring… more
- Edward Jones (North Richland Hills, TX)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Edward Jones (Flower Mound, TX)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...in the creation of new clients via face-to-face and virtual sourcing strategies. + Continually develop yourself to grow… more
- Edward Jones (Fort Worth, 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
- Deloitte (Dallas, TX)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services...work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that… more
- H&R Block (Keller, TX)
- **524641BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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… more
- Deloitte (Dallas, TX)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...of funds, and insurance companies + Proven leadership managing virtual teams including out of country offshore teams +… more
- American Heart Association (Dallas, TX)
- …and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners ... Association has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department based in Dallas, TX! **This… more
- Otsuka America Pharmaceutical Inc. (Dallas, TX)
- …to bridge care gaps. In Otsuka's evolved customer engagement model, a Health Science Advisor (HSA) will engage HCPs through a variety of in-person, virtual and ... the center of everything they do. The Health Science Advisor will report directly to the respective Ecosystem Lead,...Customer engagement: Personally engage customers through a variety of virtual or digital tools and can direct customers to… more
- Autodesk (Plano, TX)
- …sales executive grows the business relationship within the account(s) to exceed financial and business objectives. At the most senior levels, the Named Account ... and opportunities into value + Position Autodesk as a trusted advisor Account Team Leadership + Implement customer-specific enterprise-level strategies + Build… more
- H&R Block (Keller, TX)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health Advocate.** + ... ** **:** + **Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email** + **Prepare complete and accurate tax returns**… 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; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… 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; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Deloitte (Dallas, TX)
- … Financial Planner (CFP) + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified Business ... written communication skills + Demonstrated ability to conduct live and virtual training programs + Proven leadership skills demonstrating strong judgment,… more
- Deloitte (Fort Worth, 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
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... 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 (Fort Worth, TX)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... 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 (Fort Worth, TX)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... 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 (Fort Worth, TX)
- …cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, accounting for ... not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) + Ability to… more
- Toyota (Plano, TX)
- …Dream. Do. Grow. with us. An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for Toyota and Lexus in North ... through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains,...wellness plans for your entire family + Flextime and virtual work options (if applicable) + Toyota 401(k) Savings… more