- JPMorgan Chase (Plano, TX)
- …within Payments. You have found the right team. As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced ... independently identify and pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment… more
- JPMorgan Chase (Plano, TX)
- …an assigned market to achieve individual sales goals. Serve as a trusted advisor leveraging core knowledge, to recommend and promote banking and payment processing ... independently identify and pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment… more
- TIAA (Frisco, TX)
- …Qualifications** : + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional ... of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards… more
- Truist (Dallas, TX)
- …etiquette skills. **Preferred Qualifications:** + Undergraduate degree Trust School graduate Certified Financial Trust Advisor (CFTA) / Chartered Financial ... Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.… more
- Truist (Dallas, TX)
- …Qualifications: 1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of Available Benefits ... as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2.… more
- JPMorgan Chase (Plano, TX)
- Serve as a trusted advisor on a range of legal and regulatory issues and guide stakeholders on how those legal requirements are internally documented and maintained. ... JPMorgan Chase's obligations arising from material laws, regulations, and rules, and ( ii ) connects the obligations to policies, when applicable, as well as to… more
- HCA Healthcare (Mckinney, TX)
- …pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on 3% to 9% of pay ... functions as an expert clinical practitioner, case management subject-matter expert, resource, advisor and leader for the members of the case management team. +… more