- Fannie Mae (Plano, TX)
- …NYC, or San Francisco. *THE IMPACT YOU WILL MAKE* The Multifamily Legal- Associate General Counsel- Principal role will offer you the flexibility to make each ... with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including… more
- Neuberger Berman (Dallas, TX)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis...of proven client service/support or related experience in the financial services industry + An undergraduate degree and Series… more
- Principal Financial Group (Dallas, TX)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are...If you are passionate about helping clients achieve their financial goals and are eager to grow your career… more
- Bank of America (Dallas, TX)
- …make a career transition and follow their passion of becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - Advisor ... Advisor Development Program Client Associate : Dallas...Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role… more
- Edward Jones (Carrollton, 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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… 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 ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Capital One (Plano, TX)
- Principal Associate , Risk Advisor (FS) As a Principal Risk Associate in the Financial Services Business Risk Office, you will provide professional risk ... plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at… more
- Regions Bank (Plano, TX)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- Lincoln Technical Institute (Grand Prairie, TX)
- Financial Aid Advisor - Lincoln Tech - Grand Prairie campus We're looking for an experienced financial aid professional who understands the unique needs of ... students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in higher education and enjoy helping students navigate Title… more
- H&R Block (Carrollton, TX)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing… more
- PNC (Fort Worth, TX)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisory within PNC's Wealth Management organization, you will be based in Fort ... Worth, TX. Financial Advisors are based within a bank branch and...staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve… more
- Bank of America (Forney, TX)
- …Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Forney Forney, Texas **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- TIAA (Frisco, TX)
- … landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow ... **Wealth Advisor ** Supported with a robust array of resources...issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- Sedgwick (Dallas, TX)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability **ESSENTIAL FUNCTIONS ... not limited to Bachelor of Science in Nursing, Legal Nurse Consultant, Associate in Claims (AIC), Chartered Property and Casualty Underwriter (CPCU), Associate… more
- H&R Block (Carrollton, TX)
- …benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate ... well-being programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!… more
- Walmart (Dallas, TX)
- …to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and systems to make immediate business ... and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid… more
- Truist (Fort Worth, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate /Service Advisor reports to the Lead Advisor and serves ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort...including investment processing as well as planning assistance. The associate will need high attention to detail as they… more
