- 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
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Edward Jones (Waxahachie, 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
- 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
- Elevance Health (Grand Prairie, TX)
- **Enterprise Security Architect (Information Security Executive Advisor )** **Location:** This role requires associates to be in-office 1 day per week, fostering ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Ideal candidates will be… 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 ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- Elevance Health (Grand Prairie, TX)
- **Software Developer Advisor ** **Be Part of an Extraordinary Team** A proud member of the Elevance Health family of companies, Paragon Healthcare brings over 20 ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… 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 ... and skill development. The **AI Data Protection - Information Security Sr Advisor ** will manage the security of data in environments utilizing generative AI… more
- American Airlines (Dallas, TX)
- …described below. **What you'll do** ** Advisor Support Function:** + Assist financial advisor team by delivering high levels of administrative and ... + Execute transactions on behalf of members when the financial advisor is not available + Current...well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. +… 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
- 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
- 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
- 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
- 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
- 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
- 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
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... compliance with applicable laws. + Ensure accuracy and completeness of tax-related financial disclosures and reporting for SEC filings (if applicable). + Partner… more
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more