- Capital One (Plano, TX)
- Senior Manager, Risk Advisor , Technology and Data Risk ManagementCapital One is one of the fastest growing organizations in the world today, powered by our passion ... whether the CISO should report to the CIO or not. In regulated financial services, the answer is: both. The first-line CISO has operational responsibilities and… more
- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard … more
- Truist (Dallas, TX)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… 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 ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Frisco, TX)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- Regions Bank (Plano, TX)
- …logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- Bank of America (Murphy, TX)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - East Dallas Tyler, Texas;Rowlett, Texas; Garland, Texas; Allen, Texas; Dallas, Texas; Rockwall, Texas; Tyler, Texas; Mesquite,… more
- JPMorgan Chase (Garland, TX)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Fiserv (Frisco, TX)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... a difference at Fiserv. **Job Title** Technical Business Analyst, Advisor II Technical Business Analysis - Advisor ...ideal candidate will possess a strong background in core financial systems software and have excellent skills in writing… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Huntington National Bank (Addison, TX)
- Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Santander US (Dallas, TX)
- Consumer Loan Regulatory Compliance - Senior Advisor Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... the financial services industry. We believe that our employees are...Talk to You!** **The Difference You Make:** The Senior Advisor serves as a subject matter expert to ensure… more
- Ferguson Enterprises, LLC. (Dallas, TX)
- …seeking the right individual to fill an immediate need for an HVAC Technical Service Advisor (TSA). As an HVAC Technical Service Advisor , you will be responsible ... residential ductless, is required + HVAC Field service, technical support, or certified trainer experience is preferred + Strong computer proficiency including use… more
- Sedgwick (Dallas, TX)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability **ESSENTIAL FUNCTIONS ... Associate in Risk Management (ARM), Associate in Insurance Claims (AIC), Certified Professional in Health Care Risk Management (CPHRM) preferred. **Experience** Ten… more
- Fiserv (Frisco, TX)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... come make a difference at Fiserv. **Job Title** Cyber Architecture - Sr Advisor II **About your role:** The Global Enterprise Cybersecurity Architect is a… more
- Sedgwick (Dallas, TX)
- …can achieve. Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in ... Financial Services & Insurance General Product and Liability Complex Claim Advisor - Multi-State Licensing Preferred - Hybrid - Sedgwick Offices **ARE YOU AN… more
- Sedgwick (Dallas, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- Sedgwick (Dallas, TX)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Security Engineering Advisor Sr **PRIMARY PURPOSE OF ... THE ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- Sedgwick (Dallas, TX)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ... ROLE** To serve as the subject matter expert (SME) of a single line of business; disability, leave of absence or ADA, and responsible for the implementation of the line of business for new or existing clients ensuring product quality and regulatory standards… more
- Deloitte (Dallas, TX)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
