- 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 ... grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard … 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 ... 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, supported by… more
- Bank of America (Mesquite, TX)
- Financial Solutions Advisor Registration Candidate - East Dallas Mesquite, Texas;Dallas, Texas; Allen, Texas; Rockwall, Texas; Plano, Texas; Mesquite, Texas; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mesquite/ Financial -Solutions- Advisor -Registration-Candidate East-Dallas\_25041600) **Job Description:** Please Note that… more
- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are...If you are passionate about helping clients achieve their financial goals and are eager to grow your career… more
- JPMorgan Chase (Garland, TX)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Bank of America (Forney, TX)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - Forney Forney, Texas **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- JPMorgan Chase (Forney, TX)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- Security National Life Insurance Company (Terrell, TX)
- …into a purposeful career you can be proud of. As an Advance Planning Advisor you will spend your time meeting new people, creating lasting connections, and guiding ... + Walk through meaningful choices, complete paperwork, and finalize financial options + Build your business by generating leads...your future. Apply today to become an Advance Planning Advisor and start building a career that truly matters.… more
- H&R Block (Mesquite, 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...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Mesquite, TX)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- Vanguard (Dallas, TX)
- We are now hiring for the manager of a Financial Consultant team, a critical role that will shape the future of our outreach efforts and drive the success of our ... clients, ensuring that they are connected to our comprehensive suite of financial solutions. + Strategic Planning: Develop and implement strategies to optimize the… more
- Kyndryl (Dallas, TX)
- …and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Contribute ... to Profitable Growth: + Drive significant financial outcomes through signings and revenue targets + Ensure...seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- GuideOne Insurance (Dallas, TX)
- …business unit. This role ensures alignment of long-term strategic and financial goals with effective business processes to successfully manage delegated authority ... underwriting integrity and regulatory compliance + Serve as a strategic advisor to executive leadership on the MGA market landscape, competitive positioning,… more
- Amazon (Forney, TX)
- …change and drive strategic decision-making. Establish yourself as a trusted advisor who balances safety excellence with operational demands. Oversee recordkeeping, ... package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- NTT America, Inc. (Dallas, TX)
- …and reusable BPS components across domains. * Act as a trusted advisor to the Global Head and executive leadership, influencing solution strategy, go-to-market ... or BPaaS solutions across industries such as insurance, healthcare, or financial services. * Deep understanding of process transformation frameworks, outcome-based… more
- NTT America, Inc. (Dallas, TX)
- …trends, competitive dynamics, and client needs to position NTT DATA as a trusted advisor . + Consistently achieve or exceed sales quotas in TCV, Revenue, or Gross ... exceeding annual sales quotas of $15M+ TCV. + Deep domain expertise in Banking/ Financial Services, with experience selling consulting and IT solutions in this space.… more
- Vanguard (Dallas, TX)
- …Additional Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and other ... don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our… more
- Robert Half Finance & Accounting (Rockwall, TX)
- …software such as Thomson Reuters GoSystem. * Maintain and review complex financial records for clients using accounting software like QuickBooks. * Ensure compliance ... in tax laws to clients and team members. * Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns… more