- 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 (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
- American Heart Association (Dallas, TX)
- …and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners, ... Association has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department based in Dallas, TX! **This… more
- Truist (Dallas, TX)
- …delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method of contact, expertise, and ... servicing. The Business Connect Advisor II works in a team environment to advise...by Truist 5. Utilize network and contacts in a virtual environment to identify and engage prospects to convey… more
- PNC (Dallas, TX)
- …is located in-market and you would attend both in-person and virtual appointments. Experience in Merchant Services/Payment Processing sales preferred. Bilingual ... assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time… more
- Wolters Kluwer (Dallas, TX)
- As a Financial Planning Associate Director, you'll lead complex financial projects with considerable autonomy. You will provide expert financial guidance, ... strategic planning efforts, and make substantial contributions to the organization's financial health and strategy. Responsibilities: * Lead the development of… 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
- Wells Fargo (Dallas, TX)
- …for more? Find it here.** At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... **In this role, you will:** + Act as an advisor to more experienced leaders in developing risk mitigation...or the enterprise, as well as good understanding of financial crimes, operational risk, audit, legal, credit risk, market… more
- Lincoln Financial (Dallas, TX)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **What you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to wealth… 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
- 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
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... 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
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... 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
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …services tailored specifically for commercial real estate lenders and financial institutions. + **Client Relationship Management:** Build and maintain strong, ... estate lending space to position yourself as a trusted advisor . + **Sales Execution:** Own the full sales cycle-from...of success in selling SaaS Solutions to banks and financial institutions. + Bachelor's degree from an accredited, not… more
- SAP (Plano, TX)
- …model for our customers aligning with their enterprise goals, collaborate with virtual account teams (VAT) as a transformation partner. You will drive the ... business transformation with value framework. + Serve as a trusted advisor , ensuring secure, reliable, and flexible cloud environments for mission-critical… more
- BlackBox (Plano, TX)
- …Engineer works in conjunction with the sales team as the key technical advisor and product advocate to ensure validated solutions for customer applications. This ... in a manner that is consistent with the company mission, values, and financial objectives. + Identify customer's needs and sales opportunities to help maintain… more