- Bank of America (Prosper, TX)
- Credit Solutions Advisor - Prosper Prosper, Texas **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we are guided by a ... Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ...Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… more
- Atria Wealth Solutions (Fort Worth, TX)
- …a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement ... easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These… more
- Bank of America (Dallas, TX)
- Business Solutions Advisor - Cedar Springs Knight Financial Center Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Truist (Dallas, TX)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Edward Jones (Dallas, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Truist (Dallas, TX)
- …complex relationships including but not limited to depository/treasury, lending and wealth solutions . Business Connect Advisor IIs will leverage their expertise ... method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise...Integrated Relationship Management teammates to deliver a suite of solutions tailored to solve the needs of clients and… more
- Truist (Dallas, TX)
- …years of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible Employees of ... Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise… more
- Edward Jones (Denton, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Black & Veatch (Dallas, TX)
- **Senior Project Manager and Technical Advisor - Dallas/Fort Worth TX Hybrid** Date: May 11, 2025 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & Veatch ... exciting opportunity for a Senior Program Manager and Technical Advisor position focused on water and wastewater projects and...our clients. Our US Texas and central region water solutions business has seen consistent growth driven by our… more
- Truist (Dallas, TX)
- …and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the ... referral network to generate client acquisition and provide comprehensive advice and solutions . Following is a summary of the essential functions for this job.… more
- JPMorgan Chase (Frisco, 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 ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Sedgwick (Dallas, TX)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Medical Malpractice (Professional Liability) **PRIMARY PURPOSE** : To analyze ... travel as required **Auditory/Visual:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check,… more
- JPMorgan Chase (Plano, TX)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... responsibilities:** * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, Fort Worth, Houston, ... goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and… more
- PNC (Dallas, TX)
- …Prospects and partners with Business Bankers and TMO to identify payment solutions opportunities for small businesses greater than 1MM in annual revenue. This ... preferred. Bilingual Spanish preferred but not required. **Job Description** + Markets credit card systems and support services for business customers. Attracts and… more
- DriveTime (Fort Worth, TX)
- …for DriveTime and other third parties. We service auto loans across a wide credit spectrum with the intent of creating a strong path to vehicle ownership for ... payment plans while maintaining positive relationship with customers. Create long term solutions to help customers maintain the quality of their loan while meeting… more
- Citigroup (Irving, TX)
- The Credit Risk Business Analyst(Tech) is responsible for liaising between business users and technologists to exchange information in a concise, logical and ... of business processes, systems and industry standards and recommends solutions + Support system change processes from requirements through...technology to the current business environment + Act as advisor or coach to new or lower level analysts… more
- Black & Veatch (Dallas, TX)
- **Integrated Solutions Strategist - Oil & Gas** Date: May 29, 2025 Location: US US Company: Black & Veatch Family of Companies **Together, we own our company, our ... evolving market/client demands, (2) dynamically assemble integrated offerings from existing solutions to meet those needs with a clearly communicated value… more
- Charles Schwab (Westlake, TX)
- …and Ultra High Net Worth Individuals, including its Pledged Asset Line of Credit , mortgage products, advisor loans, margin lending, unsecured lending, franchise ... bank lending initiatives, including Schwab's Pledged Asset Line of Credit ("PAL") product (a non-purpose revolving line of ...+ Provide legal support to Schwab's Investor Services and Advisor Services businesses. + Provide advice and guidance on… more