- Thrivent Financial (Dallas, TX)
- …insurance and securities licenses necessary for this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians ... professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're : + Self-disciplined, independent and driven to… more
- Edward Jones (Mckinney, 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
- 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
- Edward Jones (Dallas, 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
- Interactive Government Holdings, Inc. (Grand Prairie, TX)
- Education Service Advisor Category Education Description Organization Established in 2006, Interactive Government Holdings, Inc. (IGH) is a leading professional ... qualified, trained and capable individual to serve as an Education Services Advisor for the Army Continuing Education Services (ACES) supporting the United States… more
- Celestica (Richardson, TX)
- …Stream:** LOG - Logistics **Role:** Advisory **Job Title:** Import/Export Advisor **Job Code:** ADV-SCM-IMPX **Band:** Level 09 **Direct/Indirect Indicator:** ... **Summary** Our **Global Supply Chain** operates as a unified virtual system with our customers and suppliers by acting...environment. We are currently seeking an **Import / Export Advisor ** to support US Import and Export programs, and… more
- Celestica (Richardson, TX)
- …Stream:** LOG - Logistics **Role:** Advisory **Job Title:** Import/Export Advisor **Job Code:** ADV-SCM-IMPX **Band:** Level 09 **Direct/Indirect Indicator:** ... improve their competitive advantage. Our Global Supply Chain operates as a unified virtual system with our customers and suppliers by acting as seamless extensions… more
- Elevance Health (Grand Prairie, TX)
- **Rating/Claims System Advisor ** **Location:** This role requires associates to be in-office **1 - 2** days per week, fostering collaboration and connectivity, while ... workplace. Alternate locations may be considered. The **Rating/Claims System Advisor ** will be responsible for providing support, configuration, design, testing… 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 ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...of Financial Advisor expenses. + Creates reports to… more
- Raymond James Financial, Inc. (Dallas, TX)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- TIAA (Dallas, TX)
- …professional level Wealth Advisors who are responsible for delivering advice through virtual interactions for new entrants to engaged participants with varying needs ... responsibility for associates that are both broker-dealer and registered investment advisor (RIA) licensed. As a part of the organization's wealth distribution… more
- Wells Fargo (Dallas, TX)
- …CRO for Branch Banking. **In this role, you will:** + Act as an advisor to leadership to develop or influence enterprise risk, governance, reporting programs, plans, ... functional or companywide strategies + Lead projects and mentor virtual teams, design, develop and deliver training + Guide...managers across the enterprise and serve as an expert advisor to leadership + Partner with managers to deliver… more
- JPMorgan Chase (Plano, TX)
- …to JP Morgan's Business Banking Clients within the United States through a virtual based sales model. Your expertise in commercial card solutions and strategic sales ... this space as it relates to B2B Card & Virtual Card Solutions. Building internal and external strategic selling...cultivate and manage pipeline opportunities + Become a \"Trusted Advisor \" in the eye of the clients and partners… more
- Truist (Dallas, TX)
- … Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ... time. 1. Source, hire, and develop a team of Premier Bankers (In-Market and/or Virtual ) to deliver the Truist Premier sales and service model achieving revenue and… more
- TEKsystems (Fort Worth, TX)
- …successful achievement of their goals. . Coordinate Case Prep for client meeting with Advisor . Maintain expert understanding of all financial software tools in ... Description . Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning strategies with an… more
- Black & Veatch (Dallas, TX)
- …with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, including becoming the ... relationships with Clients and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs) to help determine… 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
- Elevance Health (Grand Prairie, TX)
- …balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may ... cost, and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May be responsible for an entire… more
- Moss Adams LLP (Dallas, TX)
- …more effectively, make better decisions and spend less time on accounting and financial operations. The Consulting Manager role is instrumental in our ability to ... client base. Consulting Managers serve as a valued business advisor to our clients by filling a variety of...by filling a variety of client roles such as Virtual Controller, Account Manager, and Onboarding. The Consultant is… more