- Security National Life Insurance Company (Terrell, TX)
- …passion for helping others into a purposeful career you can be proud of. As an Advance Planning Advisor you will spend your time meeting new people, creating ... succeed, we are ready to invest in your future. Apply today to become an Advance Planning Advisor and start building a career that truly matters. Powered by… more
- Truist (Dallas, TX)
- …financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of… more
- TIAA (Frisco, TX)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client… more
- Truist (Dallas, TX)
- …committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. 11. Develop ... to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. 5. Strong credit knowledge to… more
- Fiserv (Frisco, TX)
- …scale, come make a difference at Fiserv. **Job Title** Technical Project Management - Advisor II What does a successful Technical Project Management - Advisor II ... parameters for strategic initiatives. You will provide leadership, vision, strategic planning and support tactical execution plans, as programs typically cross… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth...stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn… more
- Truist (Dallas, TX)
- …job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a primary focus on ... prospects. Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group, educating… more
- Wells Fargo (Frisco, TX)
- …skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely ... Internal Centers of Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- …Assistant to the Health Care System Associate Director, a major management advisor , analyst, and staff assistant to the Associate Director. The Organizational ... include but not limited to: Advisory Responsibilities Serves as a principal advisor and resource person to the Associate Director. Works independently and closely… more
- Motion Recruitment Partners (Plano, TX)
- …Azure Administrator, Solutions Architect) strongly preferred. + Excellent **communication** , ** planning ** , and **executive presentation** skills. + Ability to work ... + Align solutions with the **Microsoft Well-Architected Framework** . + Advance **DevSecOps** maturity and establish robust CI/CD pipelines using **Azure DevOps**… more
- Deloitte (Dallas, TX)
- Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients focused on captive and outsourced ... by identifying and addressing complex client business issues, serving as a trusted advisor . + Support the response to Requests for Proposal (RFPs) and other client… more
- Deloitte (Dallas, TX)
- Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients. We leverage Deloitte's ... of focus include: + Project and Sales Opportunities Support + Strategic Planning and Execution + Operating Model Structures and Governance + Customer Experience… more
- Deloitte (Dallas, TX)
- Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients focused on captive and outsourced ... activities. + Participate in and lead client sales presentations. + Strategic Planning and Execution + Collaborate with senior client stakeholders to align GBS… more
- Amazon (Dallas, TX)
- …challenges. We are part of the Account Team, responsible for account planning , opportunity identification, and pursuit. We stay closely connected to our customers ... customers with deep technical expertise in your domain to advance adoption of AWS products in service to customer...most challenging business problems. - Act as a trusted advisor to line of business and C-suite leaders. -… more
- Deloitte (Dallas, TX)
- …recruiting, and process and technology innovation. + Identify service opportunities and advance Deloitte Tax initiatives. + Manage and grow a portfolio of clients ... developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation...Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel… more
- Scotiabank (Dallas, TX)
- …and procedures. The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep ... Networks, IT Applications. + As OIC/AP, oversee the execution, planning , and reporting. Obtain a thorough understanding of the...and decisions. + Plan, document, and seek agreement in advance to the project approach and confirms conclusions upon… more
- Deloitte (Dallas, TX)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Deloitte (Dallas, TX)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more