- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard … more
- Bank of America (Frisco, TX)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent… more
- Edward Jones (Denton, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Frisco, TX)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- Bank of America (Frisco, TX)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments - Greater DFW Area Cross Roads, Texas;Frisco, Texas; Frisco, Texas; McKinney, Texas **To proceed with your… more
- JPMorgan Chase (Frisco, TX)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Huntington National Bank (Addison, TX)
- Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Capital One (Plano, TX)
- AML Compliance Advisory Manager The AML (Anti Money Laundering) Compliance Advisor Manager performs a key risk management role (second line of defense), to help ... While working within the AML Program framework, the AML Compliance Advisor Manager is responsible for delivering quality results, providing compliance advice… more
- Capital One (Plano, TX)
- …the Auto Finance division in Plano serving as a Dealer-Originations Sales Compliance Advisor . The Compliance team directly advises our senior leaders -- not only ... a seat at the table but a meaningful and welcomed voice. The Manager Compliance Advisor will counsel the business directly on adherence to law in the delivery of… more
- Capital One (Plano, TX)
- Manager, Compliance The Compliance Advisor Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of ... While working within the Compliance Management Program framework, the Compliance Advisor Manager is responsible for delivering quality results, providing compliance… more
- Capital One (Plano, TX)
- …+ Prior experience with energy lending, including oil and gas or renewable energy + Certified Financial Analyst (CFA) OR Certified Public Accountant (CPA) + ... to: Energy, Middle Market Banking, Commercial Real Estate, Healthcare, Financial Institutions, Municipal Finance, Counterparty Credit, Capital Markets, Leveraged… more
- Zurich NA (Addison, TX)
- …abilities. Our industry focus includes (not limited to) Financial Institutions, General Industries, Manufacturing, Technology, Professional Services and ... needs + Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing and generating new and renewal business + Market… more
- Autodesk (Plano, TX)
- …to generate innovative solutions that fill core or future needs. + Acts as "Trusted Advisor " to the customer and guide them to success + Works with project managers ... in solutions in AEC Industry + Knowledge of or Certified in Architecture Assessment Methods like TOGAF + Presented...Assessment Methods like TOGAF + Presented and acted as " advisor " to stakeholders in past job history + Experience… more
- Palo Alto Networks (Plano, TX)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... adopting and optimizing new features Customer Impact: + Be a strategic advisor , influencing key stakeholders at various levels, including C-suite executives +… more