- Aspen HR (Dallas, TX)
- Our Opportunity: The iSolved Client Implementation Consultant plays a critical role in the seamless onboarding and implementation of new clients into the iSolved ... platform and AspenHR PEO services . This position is ideal for professionals with proven...processing, PEO, and project management. In this role, the consultant will lead implementation calls, coordinate cross-functional activities, and… more
- TIAA (Dallas, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our… more
- Charles Schwab (Bee Cave, TX)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients...volunteering, and a 4-week sabbatical after 5 years of service _ + _Paid parental leave and family building… 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 ... skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality...experience is helpful (though again, not required). While the Financial Services Consultant educates and… more
- Caterpillar, Inc. (Irving, TX)
- …way in which we serve our customers. The **Rental & Used Fleet & Financial Data Consultant ** is responsible for focusing on driving sustainable growth through ... **What You'll Do** The Rental & Used Fleet & Financial Data Consultant is the data expert...and peers. + **Value Selling:** Ability to provide overall product/ service 'value' and to differentiate offerings that address clearly… more
- Penske Automotive (Leander, TX)
- **Honda Leander, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary ... on our organization and customers every day. As a Financial Services Consultant , you will...well as the benefits of financing, insurance and extended service programs. + Accountability: Understand and comply with all… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Technology Audit & Financial Advisory ( Financial Services ) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB ... Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial ...The amount of (CTO) varies based on years of service . New hires receive up to 20 days of… more
- Deloitte (Houston, TX)
- …work you do and the clients and industries/sectors you serve Preferred + Financial Services Industry knowledge (understanding of Front, Middle and Backoffice ... in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant , you will have the ability to share new… more
- Public Consulting Group (Austin, TX)
- …and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... across the public sector. To learn more, visit www.publicconsultinggroup.com . Our Human Services team helps state and municipal human services and economic… more
- MetLife (Houston, TX)
- …and presents in client-facing implementation calls * Prepares historical information for Financial Consulting Services to assist them with the renewal and ... of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services , Total Absence Management, Group Property & Casualty, Accident, Hospital… more
- Charles Schwab (Bee Cave, TX)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... of employment) **Preferred Qualifications:** + 2 years of experience in the financial services industry + Ability to leverage Business development experience… more
- Deloitte (Dallas, TX)
- …Business Management, Economics, or a related field + 4+ years of experience in the financial services or consulting industry related to one or more of the ... Senior Consultant , Regulatory Reporting Our Deloitte Regulatory, Risk &...reporting technology/tools (eg, Axiom) + Direct experience at a financial services regulator (eg, OCC, FRB) +… more
- The Hartford (San Antonio, TX)
- …and/or liability cases as defense counsel or claims handler. + Background in Accounting, Financial Institutions or Financial Services Claims is a plus + ... Claims Consultant FL - CV07GE We're determined to make...as we help shape the future. The Hartford Global Financial Lines Crime/Fidelity Claims Group currently has an open… more
- Deloitte (Dallas, TX)
- …and guidance for your team members. Opportunities to assist clients will span from Financial Services , Life sciences to Technology, media and Telecom. This is an ... Regulatory & Financial Risk - Senior Consultant - AI,...+ Master's degree + An industry specialization such as financial services + Gen AI and Agentic AI… more
- Sedgwick (Irving, TX)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Litigation Consultant - Liability (Auto and ... rapidly growing, industry-leading global company known for its excellence and customer service . + Leverage Sedgwick's broad, global network of experts to both learn… more
- Magellan Health Services (Austin, TX)
- …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title… more
- Magellan Health Services (Laughlin AFB, TX)
- …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title… more
- HCA Healthcare (San Antonio, TX)
- …Summary and Qualifications** The Financial Coordinator serves as a financial consultant for the facilities transplant patients. Responsibilities include ... moving assistance, pet insurance and more. + Free counseling services and resources for emotional, physical and financial...3% to 9% of pay (based on years of service ) + Employee Stock Purchase Plan with 10% off… more
- Equitable (Austin, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Services Consultation** : Educate clients on our diverse financial products and services , demonstrating how these...be tailored to meet their unique needs + **Client Service and Implementation** : Analyze and organize client data,… more
- Equitable (Austin, TX)
- …recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations + ... designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic … more
