- 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
- Edward Jones (Fort Worth, 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 (Fort Worth, 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
- Elevance Health (Grand Prairie, TX)
- **Data Loss Prevention (DLP) Advisor ** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- Elevance Health (Grand Prairie, TX)
- **System Analyst Senior Advisor ** **Location:** This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- H&R Block (Keller, 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
- Huntington National Bank (Dallas, TX)
- Description Summary: The Inside Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment ... least 2 years of proven sales/inside sales experience in financial services and the ability to close deals and...from $0-$3 million in annual sales. + Expertise in virtual sales in a call center environment. + Ability… more
- H&R Block (Keller, 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
- Principal Financial Group (Dallas, TX)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... in the area. + Collaborate on the design and delivery for chatbot/ virtual assistant (AI/ML models, embedded apps, escalation logic) + Partner with design teams… 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
- JPMorgan Chase (Plano, TX)
- …+ Strong virtual communication skills (Zoom, Teams, WebEx) + Strong financial acumen and analytical skills. + Demonstrated ability to deliver an exceptional ... strategically important to the firm's growth agenda. In this virtual role, you will focus on driving client retention,...As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first… more
- JPMorgan Chase (Plano, TX)
- …support the Chase Associate Program (CAP), Chase Leadership Development Program (CLDP), Financial Advisor Development Program (FADP), and various Emerging Talent ... entry level recruiting activity + Act as a trusted advisor and primary contact for management teams and partner...of an effective events plan for any in-person and/or virtual activity + Provide expert operational governance to facilitate… 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
- 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 ... for a portfolio of existing clients. As the strategic advisor to the client, this individual is required to...urgency. + Must be able to work in a virtual team setting to coordinate the appropriate resources to… 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
- JPMorgan Chase (Plano, TX)
- …ensuring robust risk controls across the organization + Serve as a trusted advisor on technology risk, providing guidance and expertise to cross-functional teams and ... management frameworks, industry standards, and regulatory requirements relevant to the financial services sector + Demonstrated ability to lead teams, manage… more
- Bank of America (Frisco, TX)
- …best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more