- 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 (Southlake, 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 (Fort Worth, 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
- Black & Veatch (Fort Worth, TX)
- **Senior Program Manager and Technical Advisor - Dallas/Fort Worth, TX** Date: Nov 7, 2024 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & Veatch Family ... 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… more
- Bank of America (Colleyville, TX)
- Financial Solutions Advisor - Consumer Investments - Colleyville / Southlake Colleyville, Texas **Job Description:** At Bank of America, we are guided by a common ... 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
- 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
- Robert Half Finance & Accounting (Dallas, TX)
- …wealth administration and related issues. * Review all documents associated with the client 's last will and testament, insurance policies, unpaid bills and any ... and we are looking for a detail oriented Estate Advisor . In this role, you will be discussing and...trust funds upon their demise. * Carry out the client 's final wishes within the scope of the law,… 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
- EFI Global (Fort Worth, 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
- Black & Veatch (Fort Worth, 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
- IBM (Coppell, TX)
- Introduction You will work with world class organizations to help them understand how Red Hat solutions can contribute to their overall success and master business ... relationships to become a trusted advisor to your customers. You'll collaborate with colleagues across...across the Sales team - advising and supporting on client engagements throughout the critically important phases of the… more
- BMO Financial Group (Dallas, TX)
- …Bank. This position will work with our Diversified Industries Middle Market client segment and bankers offering both cash management and payment solutions. This ... on improving operational efficiency, setting strategic direction and growing client relationships. This role is open to our office...successful syndication and sales. + Acts as a trusted advisor to senior leaders for making business decisions and… more
- BMO Financial Group (Dallas, TX)
- …of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely ... solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, based… 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
- Deloitte (Fort Worth, TX)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the ... world . Our goal is to improve our clients' organizational...As a Deloitte Consulting Health Actuary Manager in the Insurance practice of Deloitte's Human Capital group, you will… 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
- 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
- IBM (Coppell, TX)
- Introduction You will work with world class organizations to help them understand how Red Hat solutions can contribute to their overall success and master business ... relationships to become a trusted advisor to your customers. You'll collaborate with colleagues across...across the Sales team - advising and supporting on client engagements throughout the critically important phases of the… more
- IBM (Dallas, TX)
- …their broader Finance Transformation. **Sales Support and Delivery** As trusted business advisor and client interfacing lead, this individual will also support ... for the most innovative and valuable companies in the world . Your ability to accelerate impact and make meaningful...and support role-based profile changes. You will be advising client executives and leaders on the benefits delivered by… more
- IBM (Dallas, TX)
- …cloud and AI journey for the most innovative and valuable companies in the world . Your ability to accelerate impact and make meaningful change for your clients is ... As a senior managing SAP consultant, you will serve as a client -facing practitioner responsible for selling, leading, and implementing offerings with deep… more