- Fannie Mae (Plano, TX)
- …place to call home. Job Description Since restarting its Low-Income Housing Tax Credit (LIHTC) platform in 2018, Fannie Mae has invested approximately $4.7 billion ... to ensure risk is mitigated and objectives are met within appropriate credit , investment and regulatory guidelines. * Coordinate with internal and external teams… more
- Fannie Mae (Plano, TX)
- …projects related to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You will ... with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including… more
- Caris Life Sciences (Irving, TX)
- …presence to shape and support Caris' innovative precision medicine solutions , while cultivating impactful relationships with internal and external stakeholders ... market expansion, and product refinement. + Act as a **trusted advisor and internal leader** , supporting cross-functional teams by translating scientific… more
- Bank of America (Carrollton, TX)
- Credit Solutions Advisor - Carrollton Carrollton, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Credit - Solutions - Advisor Carrollton\_25032883) **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we… more
- Atria Wealth Solutions (Fort Worth, TX)
- …a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement ... easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These… more
- Bank of America (Bedford, TX)
- Business Solutions Advisor - Bedford Central Financial Center Bedford, Texas **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bedford/Business- Solutions - Advisor Bedford-Central-Financial-Center\_25041355) **Job Description:** At Bank of… more
- Truist (Fort Worth, TX)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Edward Jones (Carrollton, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Comerica (Dallas, TX)
- …place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit , and strategic asset ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor...through delivery of the full suite of Comerica Wealth solutions . Accomplished and proven at acquiring new clients by… more
- Truist (Dallas, TX)
- …years of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible Employees of ... Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise… 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...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Navy Federal Credit Union (Dallas, TX)
- …and complex credit needs + Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate + ... a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and… more
- Fiserv (Frisco, TX)
- …of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. ... a difference at Fiserv. **Job Title** Technical Business Analyst, Advisor II Technical Business Analysis - Advisor ...collaboratively with teams across multiple time zones, ensuring our solutions meet the needs of our clients and stakeholders.… more
- Truist (Dallas, TX)
- …and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the ... referral network to generate client acquisition and provide comprehensive advice and solutions . Following is a summary of the essential functions for this job.… more
- Sedgwick (Fort Worth, TX)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To serve as the subject matter ... keyboarding, travel as required Auditory/Visual: Hearing, vision and talking **NOTE** **:** Credit Security Clearance, confirmed via a background credit check,… more
- JPMorgan Chase (Flower Mound, TX)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- PNC (Fort Worth, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments you will be a part of one of the fastest growing ... team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... trust and estate planning, insurance and risk management services, consumer and mortgage credit , and general banking services + Serves as a focused partner, working… more
- Fiserv (Frisco, TX)
- …of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. ... come make a difference at Fiserv. **Job Title** Cyber Architecture - Sr Advisor II **About your role:** The Global Enterprise Cybersecurity Architect is a… more
