- 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 (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
- 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 (Dallas, 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
- 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, ... has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department! **This individual can be home-based… 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 (Dallas, 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 (Dallas, 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
- Celestica (Richardson, TX)
- …improve their competitive advantage. Our Global Supply Chain operates as a unified virtual system with our customers and suppliers by acting as seamless extensions ... Ability to identify and resolve high complexity process/system problems using financial , analytical, and/or statistical models. + Ability to communicate effectively,… more
- ServiceNow, Inc. (Addison, TX)
- …our purpose to make the world work better for everyone. Industry: Financial Markets Segment: Enterprise (5K+ Employees) Selling: Full Portfolio You will produce ... the account team, orchestrating an account strategy across a broad virtual team (Solutions Consultants, Solutions Specialist, Success resources, Partners and… more
- TIAA (Dallas, TX)
- …a high-performing team of Wealth Advisors who deliver episodic and comprehensive financial planning and investment advice through virtual channels to ... entrants exploring their options to highly engaged individuals navigating complex financial decisions. This leader is responsible for hiring and developing talent,… 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
- American Express (Dallas, TX)
- …influence, and strategic execution. You will operate as a trusted business advisor , partnering directly with C-suite leaders to design tailored financial ... selling. + Build and sustain executive-level relationships with CEOs, CFOs, and financial leaders - positioning American Express as their partner of choice for… 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
- Elevance Health (Grand Prairie, TX)
- …balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may ... an office. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance...Partnership with Senior Leadership:** + Serves as a trusted advisor and thought partner to the Senior Leadership Team… 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