- 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
- Bank of America (Frisco, TX)
- …make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, ... Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Deloitte (Dallas, TX)
- Technical Accounting and Reporting - Senior Consultant Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are in ... ends on 12/31/2025. Work you'll do As a Senior Consultant , you will implement and deploy NetSuite solutions: +...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more
- Deloitte (Dallas, TX)
- NetSuite Senior Consultant (Flexible Consumption Models) Position Summary Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative ... Recruiting for this role ends on 12/31/2025. Work you'll do As a Senior Consultant , you will implement and deploy NetSuite solutions: + Work within an engagement… more
- Deloitte (Dallas, TX)
- Technical Accounting and Reporting - Senior Consultant (WD) Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are ... do As an ARA Cloud Strategy and Implementation Senior Consultant , you will implement and deploy NetSuite solutions: +...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a Lead Compensation Consultant within the Incentive Compensation Center of Excellence of our Total Rewards space. This ... will:** + Partner with Line of Business (LOB) leadership as an internal consultant strategizing to develop incentive compensation programs that are risk balanced and… more
- Capgemini (Dallas, TX)
- **Job Title:** Principal Service Management Consultant - ServiceNow CRM Workflow Architect - FSM/SOM **Location:** Chicago, IL; Houston, TX; Dallas, TX; NY, NY; New ... Management, Communities, Field Service Management, Sales and Order Management, and Virtual Agent. Lead design workshops and collaborate with business stakeholders to… more
- Deloitte (Dallas, TX)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... colleagues, and contributing to the development of junior staff. As A Senior Consultant , you will help lead workstreams within the context of a larger engagement,… more
- Broadcom (Plano, TX)
- …communicate Broadcom's key capabilities to address customer and partner needs ** Financial Targets:** Meet or exceed Broadcom's stated financial quotas ... skill **Leadership, Teamwork and Planning:** Collaborate with, and effectively run virtual team(s) **Customer Focus** Assist the Broadcom Account Director, Solution… more
- Truist (Dallas, TX)
- …of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales ... education and related work experience. 2. 3 years of sales experience of financial or treasury products and/or services. **Preferred Qualifications:** 1. 5+ years of… 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 - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- JPMorgan Chase (Plano, TX)
- …+ Strong virtual communication skills (Zoom, Teams, WebEx) + Strong financial acumen and analytical skills. + Demonstrated ability to deliver an exceptional ... impact with our Commercial Card clients? As a Growth Consultant on our Commercial Card Growth Consulting team, you...strategically important to the firm's growth agenda. In this virtual role, you will focus on driving client retention,… 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
- 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
- HCA Healthcare (Coppell, 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 ... Risk Management and Security Consulting + Serves as an internal information security consultant to the enterprise while balancing the needs of the business. +… more
- Deloitte (Dallas, TX)
- …this role ends on May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise clients on sustainability and social ... to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. He or she will… more
- UMB Bank (Plano, TX)
- …be knowledgeable in non-credit products such as Deposit products, treasury management, virtual card, trust, etc. Successful candidates for this role will be ... (includes loans, deposits, & fee income). Act as a consultant to clients and a resource to the Bank...includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow… more
- IQVIA (Dallas, TX)
- …point of contact to client stakeholders partnering on strategic initiatives, project/ financial management, and communications with client stakeholders. + Develop and ... Budget Details & Breakdown + Compliance & Training Records + Aggregate Spend & Financial Disclosure Reporting + Speaker Usage & Capping + Evaluations + RSVP &… more
- Deloitte (Dallas, TX)
- …for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement ... Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Dallas, TX)
- …identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate ... CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced… more