- First National Bank of Omaha (Frisco, TX)
- …innovative solutions for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource ... existing customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial … more
- JPMorgan Chase (Plano, TX)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- The Cigna Group (Plano, TX)
- …products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges ... + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other key stakeholders.… more
- JPMorgan Chase (Plano, TX)
- …teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to ... on building deep, personal relationships with clients to offer goals-based financial planning and sophisticated solutions for generational wealth management. **Job… more
- First National Bank of Omaha (Plano, TX)
- …is subject to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery ... innovative solutions for clients' needs. + Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource… more
- Bank of America (Plano, TX)
- Financial Solutions Advisor - Consumer Investments - East Dallas Tyler, Texas;Rowlett, Texas; Garland, Texas; Allen, Texas; Dallas, Texas; Rockwall, Texas; Tyler, ... Texas; Mesquite, Texas; Mesquite, Texas; Plano , Texas; Garland, Texas; Murphy, Texas **Job Description:** Please...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... special and impactful. **The Opportunity** As a dedicated **Benefits Advisor Senior** , you are responsible for the design,...in one of the following locations: **San Antonio, TX, Plano , TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC,… more
- Fannie Mae (Plano, TX)
- …and identifying potential risks that may threaten our operations, reputation, and/or financial success. You will engage with key stakeholders across the enterprise ... be worked from our Washington, DC, Reston, VA or Plano , TX office. * *THE IMPACT YOU WILL MAKE*...* *THE IMPACT YOU WILL MAKE* The Internal Audit Advisor role will offer you the flexibility to make… 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 judgment ... agreed upon number of hours to be regularly worked. Plano , TX: $106,700 - $121,700 for Principal Risk Specialist...offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... interest rate risk, optionality, correlations, credit risk, operational risk, and financial performance measurements, such as return on capital, return on equity,… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... be based in one of the following locations: Charlotte, NC, San Antonio, TX, Plano , TX, or Tampa, FL. Relocation assistance is **not** available for this position.… more
- Vanguard (Dallas, TX)
- …to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Planner in Plano , TX Are...within 3 months of assuming position). + Three years ( Financial Advisor ) or Five years (Senior … more
- HCA Healthcare (Plano, TX)
- …156,000 hours impacting our communities. As a Manager of Case Management with Medical City Plano , you can be a manager in an organization that is devoted to giving! ... **Benefits** Medical City Plano , offers a total rewards package that supports the...Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match… more
- Capital One (Plano, TX)
- …One is looking for a Manager to support the Auto Finance division in Plano serving as a Dealer-Originations Sales Compliance Advisor . The Compliance team ... agreed upon number of hours to be regularly worked. Plano , TX: $132,800 - $151,600 for Compliance Advisor...offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.… more
- Capital One (Plano, TX)
- Senior Manager, Compliance Advisory Capital One is looking for a Senior Manager Compliance Advisor to support Auto Finance in Plano . The Compliance Advisor ... be prorated based upon the agreed upon number of hours to be regularly worked. Plano , TX: $155,300 - $177,200 for Compliance Advisor Sr. Manager Candidates hired… more
- Capital One (Plano, TX)
- …number of hours to be regularly worked. McLean, VA: $146,100 - $166,700 for Compliance Advisor Manager Plano , TX: $132,800 - $151,600 for Compliance Advisor ... Manager, Compliance The Compliance Advisor Manager performs a key risk management role...offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.… more
- USAA (Plano, TX)
- …business decision making. + Consistently interacts with senior leadership as a trusted advisor on financial issues. + Makes recommendations to solve short-term ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...in one of the following locations: San Antonio, TX, Plano , TX, Phoenix, AZ, and Charlotte. This position can… more
- TEKsystems (Fort Worth, TX)
- …managed account and brokerage platforms in alignment with the company's financial coaching philosophy. These include; UMA (Unified Account Management), Separate ... and services to add to the product portfolio that enables client achievement of financial goals and Advisors to better serve clients. Serves as the subject matter… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... line market share. Focuses on national product competitive and financial KPIs to anticipate and react to potential trends....in one of the following locations: **San Antonio, TX, Plano , TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC,… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... line market share. Focuses on national product competitive and financial KPIs to anticipate and react to potential trends....in one of the following locations: **San Antonio, TX, Plano , TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC… more