- 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
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Edward Jones (Dallas, 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
- 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 ... finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services...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)
- **Enterprise Security Architect (Information Security Executive Advisor )** **Location:** This role requires associates to be in-office 1 day per week, fostering ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Ideal candidates will be… more
- Elevance Health (Grand Prairie, TX)
- **AI Data Protection - Information Security Sr Advisor ** **Location:** This role enables associates to work virtually full-time, with the exception of required ... and skill development. The **AI Data Protection - Information Security Sr Advisor ** will manage the security of data in environments utilizing generative AI… more
- Celestica (Richardson, TX)
- …Stream:** LOG - Logistics **Role:** Advisory **Job Title:** Import/Export Advisor **Job Code:** ADV-SCM-IMPX **Band:** Level 09 **Direct/Indirect Indicator:** ... improve their competitive advantage. Our Global Supply Chain operates as a unified virtual system with our customers and suppliers by acting as seamless extensions… more
- American Airlines (Dallas, TX)
- …described below. **What you'll do** ** Advisor Support Function:** + Assist financial advisor team by delivering high levels of administrative and ... + Execute transactions on behalf of members when the financial advisor is not available + Current...well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. +… more
- Raymond James Financial, Inc. (Dallas, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...of Financial Advisor expenses. + Creates reports to… more
- Raymond James Financial, Inc. (Dallas, TX)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- JPMorgan Chase (Plano, TX)
- …to JP Morgan's Business Banking Clients within the United States through a virtual based sales model. Your expertise in commercial card solutions and strategic sales ... this space as it relates to B2B Card & Virtual Card Solutions. Building internal and external strategic selling...cultivate and manage pipeline opportunities + Become a \"Trusted Advisor \" in the eye of the clients and partners… more
- Wells Fargo (Dallas, TX)
- …IRM senior management. **In this role, you will:** + Act as an advisor to leadership to develop or influence enterprise risk, governance, reporting programs, plans, ... functional or companywide strategies + Lead projects and mentor virtual teams, design, develop and deliver training + Guide...managers across the enterprise and serve as an expert advisor to leadership + Partner with managers to deliver… more
- TEKsystems (Fort Worth, TX)
- …successful achievement of their goals. . Coordinate Case Prep for client meeting with Advisor . Maintain expert understanding of all financial software tools in ... Description . Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning strategies with an… more
- Lincoln Financial (Dallas, TX)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **What you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to wealth… more
- Truist (Dallas, TX)
- … Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ... time. 1. Source, hire, and develop a team of Premier Bankers (In-Market and/or Virtual ) to deliver the Truist Premier sales and service model achieving revenue and… more
- Black & Veatch (Fort Worth, TX)
- …with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, including becoming the ... relationships with Clients and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs) to help determine… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Dorsey & Whitney LLP (Dallas, TX)
- …for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; ... and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more