- Comerica (Dallas, TX)
- …for the success of the client relationship. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock ... Vice President, Senior Wealth Advisor The Vice President, Senior Wealth ...Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental,… more
- JPMorgan Chase (Grand Prairie, 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 ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...ensuring investment objectives and goals are progressing according to plan . Meetings to take place either monthly, quarterly and/or… more
- WTW (Dallas, TX)
- …Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) + ** Retirement Benefits:** Contributory Pension ... **Description** As a Senior Director in the Executive Compensation and Board...delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter… more
- Edward Jones (Dallas, TX)
- …are provided at no cost to associates. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account, and flexible spending ... concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- WTW (Dallas, TX)
- …Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) + ** Retirement Benefits:** Contributory Pension ... as a subject matter expert + Develop a trusted advisor relationship with client contacts through effective communication +... Plan and Savings Plan (401k). All Level 38 and more … more
- Dorsey & Whitney LLP (Dallas, TX)
- …health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan ; basic and optional life insurance; short and ... Finance & Restructuring Associate, Senior Attorney or Of Counsel (#864) - Dallas...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Dorsey & Whitney LLP (Dallas, TX)
- …health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan ; basic and optional life insurance; short and ... M&A (Private Equity) Senior Associate or Of Counsel (#926) - Dallas...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- OEC Group (Irving, TX)
- …coverage including medical, dental, vision, term life, and accident insurance. + 401K retirement plan with 3% company match. + Discounted pet insurance - ... quality information and services to our clients. As a Senior Sales Account Executive, or officially designated Senior...needs of prospective clients and perform as a trusted advisor for their freight forwarding needs. Requirements: + Minimum… more
- Edward Jones (Dallas, TX)
- …are provided at no cost to associates. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account, and flexible spending ... keep them on-track. Responsibilities include: + Partner with the Senior Planner, Financial Advisor , and high net...provide key inputs into creating the client's holistic financial plan . + Partner with the Senior Planner… more
- Bank of America (Fort Worth, TX)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing… more
- Kyndryl (Dallas, TX)
- …with client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre… more
- TIAA (Dallas, TX)
- …provided. + Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated ... The Guided Advisory Senior Director, Wealth Management role is responsible for...for associates that are both broker-dealer and registered investment advisor (RIA) licensed. As a part of the organization's… more
- Baylor Scott & White Health (Dallas, TX)
- …include medical, dental, life, disability, paid time off, recognition, retirement , and wellness. Ensures BSWH benefits offerings remain market competitive/leading ... with the benefits administration and investment committees. - Serve as a trusted advisor and coach focused on optimizing education and creative solutions to unique… more
- WTW (Dallas, TX)
- …Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) + ** Retirement Benefits:** Contributory Pension ... existing network and cultivating new relationships, developing a trusted advisor relationship with client contacts through effective communication +... Plan and Savings Plan (401k). All Level 38 and more … more
- BMO Financial Group (Dallas, TX)
- …experience, identifies gaps, issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... allocation of resources. + Develops, implements and reviews a plan to complete all assigned tasks in a timely...Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups… more
- US Bank (Irving, TX)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... SE leaders and colleagues. You will become a trusted advisor to the SE leadership team and business partners...team and business partners across Operations. Reporting to a Senior Manager, you will shape, manage, and deliver on… more
- AECOM (Dallas, TX)
- …advancement.** **The job responsibilities include but are not limited to the following:** Senior technical resource may serve as technical advisor for team.** ... resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan , and employee stock purchase plan… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …services for individuals and family + Commuter and parking benefits + 401(K) retirement plan with matching contributions + Employee stock purchase plan ... clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing... on all matters related to their strategic marketing plan + Business Development - Using CoStar Group's extensive… more
- Quality Technology Services, LLC (Fort Worth, TX)
- …package that includes: medical, dental, vision, life, and disability insurance; 401(k) retirement plan ; flexible spending and HSA accounts; paid holidays; paid ... hours Monday - Friday and report directly to the Senior Manager, Federal Security. This role requires on-site work...to resolve ticketing issues and functions as an onsite advisor + Performs weekly backups + Reviews _End of… more