- Vanguard (Dallas, TX)
- About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. Key Responsibilities: + Client… more
- Capital One (Plano, TX)
- Principal Associate , Risk Advisor (FS) As a Principal Risk Associate in the Financial Services Business Risk Office, you will provide professional risk ... a high level of exposure across the division partnering closely with senior business and Risk Office leaders, Technology, Compliance, Legal, and Operational Risk… more
- Bank of America (Fort Worth, TX)
- …II, Lending Client Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Beach and Tarrant Fort Worth, Texas...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Raymond James Financial, Inc. (Dallas, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- JPMorgan Chase (Plano, TX)
- …Your commitment to improving client satisfaction and business outcomes is key. As a Senior Associate in the Executive Office of Client Transfers within JP Morgan ... and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior ...and skills** + Possess 3+ years of experience in financial services + Work directly with field managers and… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A (Private Equity) Senior Associate or Of Counsel (#926) - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private equity ... & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the...a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure - Energy &… more
- JPMorgan Chase (Plano, TX)
- …and automates processes to improve operational efficiencies. As a Senior Product Associate on the Wealth Management Advisor Notifications team, you will be ... training (OPT) or curricular practical training (CPT).** Chase is a leading financial services firm, helping nearly half of America's households and small businesses… more
- JPMorgan Chase (Plano, TX)
- …our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...will interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts… more
- Dorsey & Whitney LLP (Dallas, TX)
- Finance & Restructuring Associate , Senior Attorney or Of Counsel (#864) - Dallas Dorsey & Whitney LLP is seeking an experienced finance attorney for its Finance ... bankruptcy and related insolvency matters and/or corporate finance transactions, including senior debt, asset based lending, cash flow, sponsor finance, unitranche… more
- Capital One (Plano, TX)
- Senior Director, HR Business Partner- Financial ...company HR priorities; and + Operate as a trusted advisor to executives and your HRBP team, serving as ... HR business partnership to one or more technology organizations as a member of their senior leadership team (led by tech senior executives); + Serve as an… more
- Deloitte (Dallas, TX)
- …help us position Deloitte as the clear legal technology leader. As a Legal Technology Senior , you will contribute to the growth and success of Deloitte Tax LLP in a ... compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address… more
- JPMorgan Chase (Plano, TX)
- …independently identify and pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment ... products and services and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills both verbally and… more
- Edward Jones (Dallas, TX)
- …and identify solutions to keep them on-track. Responsibilities include: + Partner with the Senior Planner, Financial Advisor , and high net worth team to ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...extensive resources of our home office to support our senior planner and financial advisors in serving… more
- Bank of America (Frisco, TX)
- Senior Banker- Spanish Language Preferred Frisco, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Amazon (Dallas, TX)
- …set of AWS services and features to run their mission-critical applications. The Senior Cloud Service Deliver Manager is engaged with the client account level and ... is a trusted advisor ; providing visibility, service reviews and reporting through all...needs and service level agreements. You will work with senior stakeholders on opportunities to improve their ICT landscape… more
- Charles Schwab (Westlake, TX)
- …for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co. Inc. ". As an ... Associate Alternative you will play a critical role helping...this role, you will support both clients and the Senior Alternative Investment Consultants (AICs) by delivering a white-glove… more