- TIAA (Dallas, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products...job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video… 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 each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… 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 ... our processes and tools. **What You'll Do** The Rental & Used Fleet & Financial Data Consultant is the data expert supporting Rental & Used fleet & financial … more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Technology Audit & Financial Advisory ( Financial Services) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION ... is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial Services practice is… more
- Deloitte (Dallas, TX)
- …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 ... ideas and collaborate on projects as a consultant without the extensive demands of travel. If so,...coordination and management + 3+ years of experience in Financial Consulting + 3+ years of experience with various… more
- MetLife (Dallas, TX)
- …their dependents. Key Responsibilities: * Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and ... various billing methods: Responsible for the development of customer financial reports, including data and trend analysis: * Manages the timely delivery of client… more
- Deloitte (Dallas, TX)
- Senior Consultant , Regulatory Reporting Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory ... December 31, 2025 Work You'll Do As a Senior Consultant , you will collaborate with our global network to...generation materials, and proposals The Team Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs,… more
- Deloitte (Dallas, TX)
- Regulatory & Financial Risk - Senior Consultant - AI, Gen AI and Agentic AI Developer Our Deloitte Regulatory, Risk & Forensic team helps client leaders ... guidance for your team members. Opportunities to assist clients will span from Financial Services, Life sciences to Technology, media and Telecom. This is an… more
- Sedgwick (Irving, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Litigation Consultant - Liability (Auto and Property) ... Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** We are looking for… more
- Magellan Health Services (Dallas, TX)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License… more
- Regions Bank (Plano, TX)
- …days from employment start date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement ... section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based...a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and… more
- Deloitte (Dallas, TX)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... combinations, consolidations, share-based compensation, revenue recognition, leases, intangibles and financial instruments. In addition, you will have the opportunity… more
- Deloitte (Dallas, TX)
- Oracle Cloud OTM/GTM Sr Consultant Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and ... operational effectiveness and efficiency. Deloitte Oracle Cloud Supply Chain Senior Consultant 's help clients delineate strategy and vision, design and implement… more
- Robert Half (Dallas, TX)
- …of internship + Technical Skills Desired of an entry-level Internal Audit and Financial Advisory Consultant : + Advanced verbal and written communication skills, ... JOB REQUISITION Dallas Internal Audit and Financial Advisory Intern - 2026 LOCATION DALLAS ADDITIONAL...to the right place. POSITION HIGHLIGHTS Internal Audit and Financial Advisory interns work with Protiviti's clients, who are… more
- ManpowerGroup (Plano, TX)
- …adoption of solutions. **What's Needed?** + 10+ years of experience as a Functional Consultant in Oracle EBS Financial modules (AP, FA, GL) implementation or ... is seeking a dedicated and experienced Oracle Financials Functional Consultant (Plano) to join their dynamic team. As an...projects. + Nice to have experience with Oracle Fusion Financial modules (AP, FA, GL) implementation or upgrade projects.… more
- Equitable (Dallas, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Truist (Dallas, TX)
- …CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. Completion of Leadership Development Program or ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Equitable (Dallas, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... + **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- PennyMac (Carrollton, TX)
- …Day The role of the Mortgage Loan Officer is to serve as a trusted financial consultant , engaging existing customers in our $700B+ serviced portfolio via phone ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...Officer, your primary focus is to improve the customer's financial situation through expert advice and product solutions: +… more
- MSC Industrial Supply Co. (Dallas, TX)
- …Sales **Work Location :** Dallas, TX **BRIEF POSITION SUMMARY:** Key Account Sales Consultant works to improve MSCs market position and achieve revenue and profit ... growth within Mid-Market customers ($200,000-$5,000,000 potential).-The Key Account Sales Consultant will be assigned a portfolio of $2M -$4M in annual revenue with,… more