- Principal Financial Group (Dallas, TX)
- **What You'll Do** We're searching for a ** Financial Consultant I** to join our Retirement and Income Solutions Principal Connection team. In this role, you'll ... Principal's customers, solving problems, resolving issues, and helping to build their financial confidence. Operating at the intersection of financial services… more
- FM (Frisco, TX)
- …risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse ... in more than 100 countries, in a variety of challenging roles. The Plan Review Consultant I is a position for office engineering activities related to plan review of… more
- Capco, a Wipro Company (Dallas, TX)
- …either as a management consultant or within a change role in a financial services institution. This role allows you to deliver as part of a long-term strategic ... fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have… more
- Affinius Capital (Dallas, TX)
- …visit affiniuscapital.com. **Job Description** The Vice President/Senior Vice President Fund Financial Operations (FFO) is an integral member of the financial ... of our open-end, fund of funds and other perpetual vehicles: (i) quarterly financial results via oversight of the fund administrator and review of accounting results… more
- Capco, a Wipro Company (Dallas, TX)
- …fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have ... encouraged.? Our team strives for to be the trusted financial advisors to the firm. **About the Job:** As...to the firm. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will… more
- JE Dunn Construction Company (Dallas, TX)
- …solutions during design phase. + Monitors and controls our design partner's and consultant 's cost through the design development, both cost of project and cost of ... on project strategy. + Proactively monitors and interprets ongoing financial performance and responds appropriately. + Initiates conversations about potential… more
- Levi, Ray & Shoup, Inc. (Fort Worth, TX)
- …+ Financial Services + Marketing + Salesforce Marketing Cloud Consultant Required Knowledge, Skills and Abilities: + Relevant market and industry trends, ... business-building tactics, reinforcing the company's position as the leader in financial services for our clients and driving company growth. Digital Marketing… more
- Levi, Ray & Shoup, Inc. (Dallas, TX)
- …a hybrid onsite consultant with potential to hire opportunity with our financial client in Dallas, TX! LRS Consulting Services has been delivering the highest ... quality consultants to our clients since 1979. We've built a solid reputation for dealing with our clients and our consultants with honesty, integrity, and respect. We work hard every day to maintain that reputation, and we're very interested in candidates who… more
- Sabre (Dallas, TX)
- …will have the flexibility to operate as an internal strategy consultant , leading projects that include revenue growth initiatives, product innovation, investment ... a successful track record of developing and implementing business strategy, financial modeling and analysis, competitive analysis, and business planning; travel… more
- TIAA (Dallas, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products...job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video… more
- TIAA (Frisco, TX)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Technology Audit & Financial Advisory ( Financial Services) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION ... is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial Services practice is… more
- Deloitte (Dallas, TX)
- Controllership Financial Reporting, Record to Report Senior Consultant Step into a role where you'll help shape the future of finance. As part of our Finance ... to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 3/31/26 Work… more
- Deloitte (Dallas, TX)
- …heart-of-the-business solutions. Work You'll Do As a US Delivery Center Solution Consultant on the team, you will: + Support Workday Financials functional area ... certifications + 2+ years of experience in the following: + Supporting ERP financial system implementations or transformation programs for clients + MS Office Suite… more
- Deloitte (Dallas, TX)
- Senior Consultant , Regulatory Reporting Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory ... December 31, 2025 Work You'll Do As a Senior Consultant , you will collaborate with our global network to...generation materials, and proposals The Team Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs,… more
- Magellan Health Services (Dallas, TX)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Equitable (Fort Worth, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - TX,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Deloitte (Dallas, TX)
- …helping clients implement leading practice digital finance solutions. + This Consultant defines our clients' organizational, financial , innovation, and growth ... of Deloitte. Reach your exponential ! Work You'll Do As a Finance Transformation Consultant , you will work with diverse global clients across a wide range of… more
- Insight Global (Fort Worth, TX)
- Job Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with ... plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and...role serves as a subject matter expert on the financial planning process, plan development and case design, and… more
- Equitable (Dallas, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
