- 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 (North Richland Hills, 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
- Deloitte (Dallas, TX)
- Engagement Financial Advisor Intern - Summer 2026 Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in ... Work You'll Do As a Summer 2026 Intern, Engagement Financial Advisor (EFA), you will team and...work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that… more
- Edward Jones (Waxahachie, 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
- Deloitte (Dallas, TX)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... client accounts. Work You'll Do As an Analyst, Engagement Financial Advisor (EFA), you will assist engagement...work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that… more
- H&R Block (Arlington, TX)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- H&R Block (Arlington, TX)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- Raymond James Financial, Inc. (Dallas, TX)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… 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
- Elevance Health (Grand Prairie, TX)
- …balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace._ _Please note that per ... our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance...insights, and transformation plans. + Acts as a trusted advisor to the Chief of Staff and other senior… more
- American Airlines (Dallas, TX)
- …accurate and timely processing of compensation-related activities, including financial services reimbursements, and supports the development and implementation ... any collective bargaining obligations._ + Serve as a strategic advisor to senior HR and business leaders on executive...well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. +… 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 ... The MSL will use various channels for interactions (1:1, group presentations, virtual , etc.) Medical engagement + Effectively collaborates and engages in scientific… 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
- 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...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… 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
- Sedgwick (Irving, TX)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Disability Representative **Our teams connect! We collaborate in ... stable and consistent work environment in an office and/or virtual setting + A training program to learn how...benefits package to take care of your mental, physical, financial and professional needs. **PRIMARY PURPOSE** : Provides disability… 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