- 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)
- …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 ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… 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
- 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
- Celestica (Richardson, TX)
- …Stream:** LOG - Logistics **Role:** Advisory **Job Title:** Import/Export Advisor **Job Code:** ADV-SCM-IMPX **Band:** Level 09 **Direct/Indirect Indicator:** ... improve their competitive advantage. Our Global Supply Chain operates as a unified virtual system with our customers and suppliers by acting as seamless extensions… 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
- 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
- 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
- Truist (Dallas, TX)
- …to translate strategic objectives into transformative IT solutions. Act as a trusted advisor and advocate for the business, ensuring the right investments are made ... Digital Workplace platforms-including Windows, macOS, iOS, mobile device management, and virtual desktop infrastructure (VDI). Champion a culture of innovation and… 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
- Black & Veatch (Dallas, TX)
- …with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, including becoming the ... relationships with Clients and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs) to help determine… 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)
- …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
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... responsible and in our clients' best interests. As a financial institution that touches every region of the world...as necessary + Provide technical/strategic direction and act as advisor /coach to lower level analysts + Develop projects required… more