- 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 (Plano, 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
- 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
- HCA Healthcare (Dallas, TX)
- …you want to join an organization that invests in you as a Patient Customer Advisor ? At HCA Florida Ocala Hospital, you come first. HCA Healthcare has committed up to ... Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match...difference. We are looking for a dedicated Patient Customer Advisor like you to be a part of our… 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
- 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
- JPMorgan Chase (Plano, TX)
- …Client Service, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and ... recommend client growth and efficiency opportunities. **Job Responsibilities** + Key advisor and proactive partner to the client, providing advice/consultation on… 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
- WTW (Dallas, TX)
- …the development of Willis Towers Watson intellectual capital (ie, mental health, oncology, virtual care), tools, and approaches ** Financial ** + Meet revenue and ... budget, timeline, deliverables and quality standards + Develop a trusted advisor relationship with client contacts through effective communication and efficient,… 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
- Bank of America (Frisco, TX)
- …best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Emerson (Mckinney, TX)
- …targeted and measurable growth plans + Help our sales team establish 'trusted advisor ' relationships for Digital solutions + Create sales tools and provide training ... flexible, competitive benefits plans to meet you and your family's physical, mental, financial , and social needs. We provide a variety of medical insurance plans,… 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
- Bristol Myers Squibb (Dallas, TX)
- …MSL captures medical insights and acts as a clinical & scientific advisor to cross-functional partners. Ensures applicable interactions are aligned with enterprise ... in real-time, both in face-to-face interactions and through the Medical on Call virtual capability. + Develops credible connections with key Thought Leaders (TLs) in… 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