- Bank of America (Forney, TX)
- Credit Solutions Advisor - Forney Forney, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... Credit - Solutions - Advisor Forney\_25035815-1) **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we… 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
- 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 (Waxahachie, 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 (Midlothian, 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
- Deloitte (Dallas, TX)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more
- Deloitte (Dallas, TX)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… more
- Deloitte (Dallas, TX)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… more
- Deloitte (Dallas, TX)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Bank of America (Dallas, TX)
- …recapitalizations and fairness opinions. Our comprehensive suite of innovative payment solutions includes credit , debit and prepaid cards, merchant loyalty, ... This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities… more
- Deloitte (Dallas, TX)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Truist (Dallas, TX)
- …readiness and functional communications. * Partnering with LOB leaders and Learning Solutions to identify learning needs and develop and deliver relevant training ... content across multiple functional groups (eg, sales, credit , client service and support). * Developing and executing against a roadmap to ensure Wholesale is… more
- First Horizon Bank (Dallas, TX)
- …listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their needs. In this role, you...an emphasis on deposit accounts, loans and lines of credit , and referrals to other lines of business within… more
- CDM Smith (Dallas, TX)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... to meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary actions, grievances,… more
- Citizens (Dallas, TX)
- …in Dallas, Charlotte, Atlanta, NYC, Los Angeles Responsibilities: Be a Trusted Advisor to clients and prospects, providing solutions for continual optimization ... primarily a business development role advising clients on working capital solutions across various Payment Types, Including; Commercial Card, Merchant. Position can… more
- Fiserv (Dallas, TX)
- …referral networks to fuel your pipeline. Consult. Solve. Transform: Act as a strategic advisor to merchants, tailoring solutions that help them grow, adapt, and ... quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw...Choose Fiserv? We don't just deliver technology; we create solutions that redefine commerce. With Clover, we've built a… more
- Deloitte (Dallas, TX)
- …them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions ... and train lower-level staff + Use problem solving skills to provide alternative solutions to complex issues + Ability to assume full responsibility for quality… more