- TIAA (Dallas, TX)
- ** Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products...job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video… more
- AccentCare, Inc. (Dallas, TX)
- … Consultant Location: Dallas Corporate Office Position: Talent Acquisition Internal Consultant Position Type: Full-Time Remote/ Virtual Position: Yes Find Your ... Passion and Purpose as a Talent Acquisition Internal Consultant What You Need to Know Reimagining Your Career...you feel supported, and that means prioritizing your physical, financial and mental well-being. Our benefits include: + Medical,… more
- Capgemini (Dallas, TX)
- **Job Title:** Principal Service Management Consultant - ServiceNow CRM Workflow Architect - FSM/SOM **Location:** Chicago, IL; Houston, TX; Dallas, TX; NY, NY; New ... Management, Communities, Field Service Management, Sales and Order Management, and Virtual Agent. Lead design workshops and collaborate with business stakeholders to… more
- US Bank (Dallas, TX)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the ... that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to… more
- Truist (Dallas, TX)
- …of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales ... education and related work experience 2. 5 years of sales experience of financial or treasury products and/or services 3. Maintains deep understanding of bank's… more
- Broadcom (Plano, TX)
- …communicate Broadcom's key capabilities to address customer and partner needs ** Financial Targets:** Meet or exceed Broadcom's stated financial quotas ... skill **Leadership, Teamwork and Planning:** Collaborate with, and effectively run virtual team(s) **Customer Focus** Assist the Broadcom Account Director, Solution… more
- Magellan Health Services (Dallas, TX)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- JPMorgan Chase (Plano, TX)
- …+ Strong virtual communication skills (Zoom, Teams, WebEx) + Strong financial acumen and analytical skills. + Demonstrated ability to deliver an exceptional ... impact with our Commercial Card clients? As a Growth Consultant on our Commercial Card Growth Consulting team, you...strategically important to the firm's growth agenda. In this virtual role, you will focus on driving client retention,… more
- Equitable (Dallas, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Equitable (Dallas, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... + **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- Deloitte (Dallas, TX)
- …help clients stay ahead with the latest technology advancements. The Modern Workplace Consultant strives to build an end user experience that enables users to work ... support environments, Microsoft 365 Copilot implementations, Power Platform development, and virtual desktop infrastructure. Our Team Join our AI & Engineering team… more
- Deloitte (Dallas, TX)
- …this role ends on May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise clients on sustainability and social ... to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. He or she will… more
- UMB Bank (Plano, TX)
- …be knowledgeable in non-credit products such as Deposit products, treasury management, virtual card, trust, etc. Successful candidates for this role will be ... (includes loans, deposits, & fee income). Act as a consultant to clients and a resource to the Bank...includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow… more
- IQVIA (Dallas, TX)
- …point of contact to client stakeholders partnering on strategic initiatives, project/ financial management, and communications with client stakeholders. + Develop and ... Budget Details & Breakdown + Compliance & Training Records + Aggregate Spend & Financial Disclosure Reporting + Speaker Usage & Capping + Evaluations + RSVP &… more
- Deloitte (Dallas, TX)
- …for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement ... Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Dallas, TX)
- …identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate ... CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced… more
- Capgemini (Dallas, TX)
- …**Key Responsibilities:** * Proven experience as a Solution Architect, SME, or Consultant with deep expertise in ServiceNow CSM and ITSM transformation. * Ability ... proposals to support long-term client success. * Guide and mentor virtual teams, ensuring architectural consistency and delivery excellence across regions. *… more