- Bank of America (Carrollton, TX)
- Credit Solutions Advisor - Carrollton Carrollton, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Credit - Solutions - Advisor Carrollton\_25032883) **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we… 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 (Irving, TX)
- Business Solutions Advisor - Northgate Financial Center Irving, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Irving/Business- Solutions - Advisor Northgate-Financial-Center\_25040932) **Job Description:** At Bank of… more
- Truist (Fort Worth, 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 (Fort Worth, 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
- Bank of America (Dallas, TX)
- …client needs * Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Dallas, Texas **To proceed with your...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- Edward Jones (Fort Worth, 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
- JPMorgan Chase (Grand Prairie, 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
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... trust and estate planning, insurance and risk management services, consumer and mortgage credit , and general banking services + Serves as a focused partner, working… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one of the fastest ... team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a… more
- JPMorgan Chase (Plano, TX)
- …experience. This is the team for you. **Job Summary** As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... responsibilities:** * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial… more
- PNC (Fort Worth, TX)
- …goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and ... decisions and able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing all of the… 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
- Fiserv (Dallas, TX)
- …to build and sustain relationships at a senior level with clients, gaining trusted advisor status. + Experience in payment solutions or data/analytics sales to ... quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw...a difference at Fiserv. **Job Title** Sales Executive, TeleCheck Solutions **What does a successful Sales Executive, TeleCheck … more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …Management: * Serve as the primary point of contact and trusted advisor for high-profile clients, understanding their unique challenges and objectives. * Develop ... client discovery sessions, workshops, and presentations to diagnose issues, present solutions , and secure buy-in. Strategic Consulting & Solution Development: *… more
- Huntington National Bank (Farmers Branch, TX)
- …Treasury Management Advisors (TMAs) and Relationship Managers (RMs) to integrate merchant solutions into broader credit and payments relationships. The MSC will ... Description Summary: The Merchant Solutions Consultant (MSC) is a strategic sales role...and RMs to identify merchant services opportunities within existing credit and treasury relationships. + Serve as the subject… more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …other team members to analyze business requirements and outline proposed IT solutions . o Collaborate in design reviews, providing input on security requirements, ... development processes, and technical direction. o Act as a technical advisor on specialized phases of system design, programming, implementation, and analysis,… more
- KeyBank (Dallas, TX)
- …Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and ... developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial...Key values. **ESSENTIAL JOB FUNCTIONS** + Serves as Trusted Advisor to clients by developing a clear and holistic… more
- Citigroup (Irving, TX)
- …to the Citi Retail Services business, which operates private label and co-branded credit card programs and offers digital lending solutions for retailers across ... with extensive knowledge of US laws and regulations applicable to the credit card industry. This attorney will provide input into strategic decisions, exercising… more