- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are...If you are passionate about helping clients achieve their financial goals and are eager to grow your career… more
- Edward Jones (Frisco, TX)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (Denton, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… 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 ... plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at… more
- Bank of America (Fort Worth, TX)
- …Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... 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
- Sedgwick (Fort Worth, TX)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability **ESSENTIAL FUNCTIONS ... not limited to Bachelor of Science in Nursing, Legal Nurse Consultant, Associate in Claims (AIC), Chartered Property and Casualty Underwriter (CPCU), Associate… more
- GAP Solutions Inc (Fort Worth, TX)
- …Benefits include: Employment Assistance, Health and Life Insurance, Financial Assistance, Disabled Veterans Benefits, Legal Assistance, Relocation Assistance, ... Affairs and other Veterans entitlement and benefit programs. Basic Qualifications: + Associate degree from an accredited college or university in social services,… more
- Raymond James Financial, Inc. (Southlake, 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
- Truist (Fort Worth, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate /Service Advisor reports to the Lead Advisor and serves ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort...including investment processing as well as planning assistance. The associate will need high attention to detail as they… more
- JPMorgan Chase (Plano, TX)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you ... will offer comprehensive financial planning and advice to individuals and families. Your...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- JPMorgan Chase (Plano, TX)
- …Product and Technology teams within Global Banking, establishing yourself as a trusted advisor . As a Senior Associate Business Manager within the Global Banking ... primary role will be to support business managers by promoting financial and organizational efficiency and transparency, ensuring alignment with strategic… more
- JPMorgan Chase (Plano, TX)
- Serve as a trusted advisor by performing quality assurance reviews on an inventory of legal requirements and provide guidance on maintaining inventory in alignment ... with program framework. As a Office of Legal Obligations Attorney - Associate , Counsel within our Office of Legal Obligations (OLO), you will be responsible for… more
- JPMorgan Chase (Plano, TX)
- …our dynamic Business Management team, where innovation meets strategy. As a trusted advisor , you'll play a pivotal role in supporting fast-growing tech startups and ... we want to hear from you! As a Senior Associate in the Innovation Economy Business Management team, you...+ Communicate key business metrics and their importance, both financial and non- financial , to support data-driven decision-making… more
- Stryker (Frisco, TX)
- **Trauma Sales Associate ** About the Role As a Trauma Sales Associate , you will work with a high degree of intensity and commitment to support sales of Stryker ... people, and committed to building strong relationships as a trusted advisor to our clients. Required Skills + **Integrity:** Reliable, dependable, trustworthy,… more
- First State Bank (Denton, TX)
- …Resourceful and uses company reference materials and contacts fluidly. + Assist advisor in scheduling meetings by contacting clients and coordinating calendars. + ... correspondence, etc. + Provides administrative support and promptly notifies the advisor of issues needing immediate resolution. + Adhere to professional practices/… more
- JPMorgan Chase (Plano, TX)
- …of influence to pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment processing ... products and services and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills both verbally and… more
- Deloitte (Fort Worth, TX)
- …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 ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Zurich NA (Addison, TX)
- …abilities. Our industry focus includes (not limited to) Financial Institutions, General Industries, Manufacturing, Technology, Professional Services and ... needs + Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing and generating new and renewal business + Market… more
- Capital One (Plano, TX)
- …limited to, Middle Market Banking, Commercial Real Estate, Healthcare, Financial Institutions, Municipal Finance, Energy, Counterparty Credit, Capital Markets, ... cross-functionally across Credit Review teams in the process. This associate will also be responsible for building and maintaining...three lines of defense + Acting as an approachable advisor to business heads and key lenders by developing… more