- Fidelity TalentSource LLC (San Antonio, TX)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing… more
- Fidelity TalentSource LLC (Sugar Land, TX)
- …of CFP\u00AE Certification is highly encouragedThe Purpose of Your Role The Planning Consultant works alongside the Financial Consultant and/or Wealth ... additional complex planning opportunities in which you ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen ... of new customers. The\u00A0Skills\u00A0You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial … more
- Fidelity TalentSource LLC (Westlake, TX)
- …campaigns, tools, and workshops that can help participants make informed financial decisions. \u00A0The Communications Consultant help our clients determine ... Job Description:As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering… more
- Fidelity TalentSource LLC (Friendswood, TX)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Service Experts (Conroe, TX)
- Commercial Sales Consultant - Engineering ExcellenceReports To: Director of Business DevelopmentStats: Full-timeCategory: OfficePay:$85,000+ base salary (dependent ... our winning team by applying today!Position Summary: The Commercial Sales Consultant is an outside sales position responsible for developing Engineering Excellence… more
- Fidelity TalentSource LLC (Dallas, TX)
- …associates? Do you love to spend time crafting deeper positive relationships?Our Financial Planning offices are filled with energy and potential and our Regional ... ForWe ask that you have sales experience in the financial service industryWe require a Series 7 & 63...Purpose of Your RoleOur vision for the Regional Planning Consultant is to develop sales associates through collaboration and… more
- Creative Financial Staffing (Houston, TX)
- Exciting Opportunity: Tax Consultant About Our Client: Step into the world of energy with our client, a powerhouse in the sector! They manage a vast network of ... pipelines and power generation plants, fueling North America with essential energy services. Every day, they make a different by powering homes, businesses, and the economy. What You'll Do: Tax Preparation: Prepare comprehensive federal and state tax returns… more
- Paladin Consulting, Inc (Katy, TX)
- …degree required; 3-5+ years of project management, reporting experience, and/or consultant experience preferredJob Description & Responsibilities : Work closely with ... support groups as needed Work with Finance to create business cases and key financial metrics in support of the initiatives Create presentations to help drive work… more
- Fidelity TalentSource LLC (Westlake, TX)
- …environment? If so, come start your career with us! The Associate Consultant works with Senior Associates Consultants to provide advice to clients regarding ... emphasis in defined benefit plans. We work with you to develop their financial , business, and consultative skills. Your career path could range from a pension… more
- Hired by Matrix (Plano, TX)
- …cultures and dynamic teams. We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches.Hired by ... full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics,… more
- Lennar Homes (Houston, TX)
- …and compliant from a branding and legal standpoint.Ensure Internet Sales Consultant banners are activated.Making sure division landing page templates are deployed ... with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support… more
- Creative Financial Staffing (Houston, TX)
- …coordinating staff. Collaborate on State audit issues and provides support on consultant special projects and requests. Review Audit assessments and PPA amendments ... and adjustments. Setting goals for performance and deadlines in ways that comply with company's plans and vision. Organizing workflow and ensuring that employees understand their duties or delegated tasks. Monitoring employee productivity and providing… more
- Prime Therapeutics (Austin, TX)
- …It fuels our passion and drives every decision we make. **Job Posting Title** Financial Consultant Principal **Job Description** The Principal Financial ... business units (SBU's). **Responsibilities** + Acts as the client's financial subject matter expert; establishes direct client relationships alongside Client… more
- Prime Therapeutics (Austin, TX)
- …and drives every decision we make. **Job Posting Title** Network Economic Financial Consultant **Job Description** The Principal Pricing Analyst leads complex ... analyses, financial modeling, and reporting to create new business insights...to create new business insights and strategies for Prime's financial pricing programs and will drive the strategic vision… more
- Elevance Health (Houston, TX)
- …model with PulsePoint sites used for collaboration, community, and connection. The ** Financial Consultant Manager** is responsible for leading the process of ... preparation and interpretation of complex financial analysis for lines of business. Has end to...and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions.… more
- Charles Schwab (Houston, TX)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Financial Sales Consultant , you will be within PNC's Organizational Financial ... that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, facilitating in-person… more
- TIAA (Dallas, TX)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- PNC (Austin, TX)
- …valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant , you will be within PNC's Organizational Financial ... to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with human… more
