- First Horizon Bank (Dallas, TX)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- 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
- Vanguard (Dallas, TX)
- …to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, book of… more
- JPMorgan Chase (Mansfield, 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 ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Black & Veatch (Fort Worth, TX)
- ** Senior Project Manager and Technical Advisor - Dallas/Fort Worth TX Hybrid** Date: May 11, 2025 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & ... **_Black & Veatch has an exciting opportunity for a Senior Program Manager and Technical Advisor position...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- Santander US (Dallas, TX)
- EDD Risk & Reporting - Senior Advisor Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... financial services industry. We believe that our employees are...- Preferred. + 9+ Years Compliance, Legal, Regulatory, or Financial Services. - Required. + Demonstrated subject matter expertise… more
- Deloitte (Dallas, TX)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... + Skill in finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Bank of America (Fort Worth, TX)
- …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
- Truist (Fort Worth, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Jacobs (Dallas, TX)
- …the past 30 years. Our National Water Design-Build (DB) Team is growing our Owner Advisor (OA) services and looking for an OA National Practice Lead. The OA National ... supporting the pursuit of OA projects * Serving as Senior Technical Lead to support OA delivery, specific to...industry best practices * Setting revenue targets and monitoring financial performance of our OA services * Managing budgets… more
- Neuberger Berman (Dallas, TX)
- The Cross-Channel Advisor Consultant is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Osaic, Stifel, RBC, etc. in the Central Region. The Cross-Channel Advisor Consultant must possess excellent interpersonal, organizational, and communication skills,… more
- Elevance Health (Grand Prairie, TX)
- **AI Data Protection - Information Security Sr Advisor ** **Location:** This role enables associates to work virtually full-time, with the exception of required ... development. The **AI Data Protection - Information Security Sr Advisor ** will manage the security of data in environments...a subject matter expert among peers, with manager and senior management. + Must be capable of providing top-tier… 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
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- CBRE (Dallas, TX)
- Senior Alliance Director, Global - Talent Community Job ID 210510 Posted 10-Mar-2025 Role type Full-time Areas of Interest Facilities Management, Project Management, ... The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value.… 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 ... of Financial Advisor expenses. + Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... the wealth management services that our clients need. The Senior Planner will serve as a conduit between the... Planner will serve as a conduit between the financial advisor , client and the home office… more
- Wells Fargo (Dallas, TX)
- …Real Estate Underwriter. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, ... and inductive thinking + Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are… more
- Amazon (Dallas, TX)
- …be a "trusted advisor " to customers. Able to facilitate relationships with senior technical executives, as well as easily interact and give guidance to data ... foster a technical community of SMEs. Key job responsibilities - Customer Advisor . Guide technical and business decision-makers through their Generative AI and… more