- First Horizon Bank (Dallas, TX)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- Vanguard (Dallas, TX)
- …to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, book of… more
- American Heart Association (Dallas, TX)
- …American Heart Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into ... operational and financial reality. The role manages core financial planning, analysis, and reporting functions of the business unit, while also supporting… more
- JPMorgan Chase (Forney, TX)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Black & Veatch (Dallas, TX)
- ** Senior Project Manager and Technical Advisor - Dallas/Fort Worth TX Hybrid** Date: Jun 9, 2025 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & ... **_Black & Veatch has an exciting opportunity for a Senior Program Manager and Technical Advisor position...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- Deloitte (Dallas, TX)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... + Skill in finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients… more
- American Heart Association (Dallas, TX)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, virtually ... future interest in planned giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter expert on charitable estate… more
- US Bank (Dallas, TX)
- …soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and… more
- Truist (Dallas, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Jacobs (Dallas, TX)
- …the past 30 years. Our National Water Design-Build (DB) Team is growing our Owner Advisor (OA) services and looking for an OA National Practice Lead. The OA National ... supporting the pursuit of OA projects * Serving as Senior Technical Lead to support OA delivery, specific to...industry best practices * Setting revenue targets and monitoring financial performance of our OA services * Managing budgets… more
- Neuberger Berman (Dallas, TX)
- The Cross-Channel Advisor Consultant is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Osaic, Stifel, RBC, etc. in the Central Region. The Cross-Channel Advisor Consultant must possess excellent interpersonal, organizational, and communication skills,… more
- Elevance Health (Grand Prairie, TX)
- **AI Data Protection - Information Security Sr Advisor ** **Location:** This role enables associates to work virtually full-time, with the exception of required ... development. The **AI Data Protection - Information Security Sr Advisor ** will manage the security of data in environments...a subject matter expert among peers, with manager and senior management. + Must be capable of providing top-tier… 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 ... of Financial Advisor expenses. + Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to… more
- Wells Fargo (Dallas, TX)
- …Real Estate Underwriter. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, ... and inductive thinking + Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are… more
- WTW (Dallas, TX)
- **Description** WTW is looking for a senior leader with Commercial Specialty Lines pricing and underwriting experience in the US market. You will build and lead our ... American (NA) team as a Property & Casualty (P&C) Director/ Senior Director in our Insurance Consulting and Technology (ICT)...**The Role** Your main responsibilities will be as follows: Financial and business development + Take a leading role… more
- Amazon (Dallas, TX)
- …be a "trusted advisor " to customers. Able to facilitate relationships with senior technical executives, as well as easily interact and give guidance to data ... foster a technical community of SMEs. Key job responsibilities - Customer Advisor . Guide technical and business decision-makers through their Generative AI and… more
- WTW (Dallas, TX)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...selected key accounts and trusted client relationships at a senior level in a way that results in building… more
- Deloitte (Dallas, TX)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... Senior - National Tax Accounting Group (NTAG) Do...tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment?… more
- Vanguard (Dallas, TX)
- …alongside the Personal Advisor Wealth Management business as well as the senior architect and other senior technical leaders + Providing senior -level ... experience as a leader on an IT team Ideal Technical background + Senior level experience with Java, JavaScript, Angular / TypeScript, NodeJS, Python + Methodologies… more