- Blue Yonder, Inc. (Coppell, TX)
- …Job Profile: Sr Solutions Strategy Director - Retail Supply Chain Planning Location: Virtual within the US Travel: 70% to customer sites Overview The Solution ... and executive presentations to drive business growth. Act as a trusted advisor for key enterprise customers, effectively articulating the value of Global Retail… more
- Thrivent Financial (Dallas, TX)
- …insurance and securities licenses necessary for this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians ... professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're : + Self-disciplined, independent and driven to… more
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Edward Jones (Carrollton, TX)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Edward Jones (Arlington, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- American Heart Association (Dallas, TX)
- …and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners, ... Association has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department based in Dallas, TX! **This… more
- Wolters Kluwer (Dallas, TX)
- As a Financial Planning Associate Director, you'll lead complex financial projects with considerable autonomy. You will provide expert financial guidance, ... strategic planning efforts, and make substantial contributions to the organization's financial health and strategy. Responsibilities: * Lead the development of… more
- TEKsystems (Fort Worth, TX)
- …out service requests - Required to document details of all client and advisor interactions Additional Skills & Qualifications has to get Life and Health license ... Reimbursement programo Hybrid work environmento Bank Mortgage Discount Programo Free Financial Planningo Free onsite- fitness center with exercises classes and… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...of Financial Advisor expenses. + Creates reports to… more
- Fiserv (Dallas, TX)
- …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 ... solutions portfolio to deliver differentiated customer value. Acting as a strategic advisor , this individual must have an extensive understanding of the clients'… more
- TEKsystems (Fort Worth, TX)
- …successful achievement of their goals. . Coordinate Case Prep for client meeting with Advisor . Maintain expert understanding of all financial software tools in ... Forth worth - Hybrid Top Skills' Details CFP Certification Financial Planning Experience Money Guide Pro Efficient 5 years of Financial Services Experience Sales… more
- Wells Fargo (Irving, TX)
- …bank's transition to Zero Trust. The role will: + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of...years of public cloud designing network security component like virtual FW in Azure and Google + Advanced knowledge… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... responsible and in our clients' best interests. As a financial institution that touches every region of the world...of competitors products and services. + Acts as an advisor or mentor to junior team members. + Requires… more
- Deloitte (Westlake, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Bristol Myers Squibb (Dallas, TX)
- …MSL captures medical insights and acts as a clinical & scientific advisor to cross-functional partners. Ensures applicable interactions are aligned with enterprise ... in real-time, both in face-to-face interactions and through the Medical on Call virtual capability. + Develops credible connections with key Thought Leaders (TLs) in… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …services tailored specifically for commercial real estate lenders and financial institutions. + **Client Relationship Management:** Build and maintain strong, ... estate lending space to position yourself as a trusted advisor . + **Sales Execution:** Own the full sales cycle-from...of success in selling SaaS Solutions to banks and financial institutions. + Bachelor's degree from an accredited, not… more
