- 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)
- …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
- Nuveen Investments (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
- Elevance Health (Plano, TX)
- **Data Architect Senior Advisor ** **Location:** This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while ... an accommodation is granted as required by law. The **Data Architect Senior Advisor ** is responsible for aligning data solutions to business requirements by … more
- Elevance Health (Plano, TX)
- **BI Developer Advisor ** The **BI Developer Advisor ** is responsible for participating in all phases of the design and development life cycle of analytic ... project efforts. + Assesses current status and supports BI planning efforts. + Mentors and assists in training initiatives...we are creating a culture that is designed to advance our strategy but will also lead to personal… more
- Truist (Dallas, TX)
- …SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long...and contribute to the short- and long term strategic planning and overall training of the team. **ESSENTIAL DUTIES… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- …to the Health Care System Executive Medical Center Director, a major management advisor , analyst, and staff assistant to the Executive Medical Center Director. The ... include but not limited to: Advisory Responsibilities Serves as a principal advisor and resource person to the Executive Medical Center Director. Works independently… more
- WSP USA (Dallas, TX)
- **Opportunity** Lead WSP's US Advisory & Planning Business Line's Energy Advisory Practice as the Managing Director, shaping transformative strategies that ... leadership role, you will define the national vision for the practice, advance regional and multi-sector priorities, expand market presence, and deliver innovative… more
- Cushman & Wakefield (Dallas, TX)
- …and suggest opportunities for improvement; provider utilization reporting; support space planning ; and assist with any employee/team moves. * Participate in LIRT ... provide concierge-style services and facility related support * Support local event planning , new hire orientations, Town Hall meetings, CEO Updates. * Support… more
- Truist (Dallas, TX)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... sufficient and value-added teammate enablement support. * Serving as a trusted advisor and extension of Wholesale leadership by providing vision, direction, and… more
- Deloitte (Dallas, TX)
- …strategy and delivery of AI-centric datacenter transformations: Lead the end-to-end planning , design, and execution of complex infrastructure projects, aligning with ... build trusted relationships with architects and executives: Serve as a strategic advisor to C-suite and senior IT leaders, translating business needs into innovative… more
- Scotiabank (Dallas, TX)
- …internal policies, and procedures. The Director is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to ... confidential nature. + As an OIC/AP, oversees the execution, planning , and reporting. Obtains a thorough understanding of the...and decisions. + Plans, documents, and seeks 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
- 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 ... involvement in Data Governance and Cybersecurity. + As OIC/AP, oversees audit planning , execution, and reporting. Obtains a thorough understanding of the end-to- end… more
- Huron Consulting Group (Dallas, TX)
- …Healthcare Provider Strategy & Innovation team, you will serve as a trusted advisor to C-suite executives and boards of leading healthcare organizations. You will ... Leaders:** Provide guidance to CEOs and boards on enterprise-level planning , partnerships, and cultural transformation. + **Develop Insights:** Structure problems,… 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
- The Hartford (Frisco, TX)
- …shape the future. The Hartford's Energy team is growing! This position is being posted in advance of an anticipated new role in 2026 *The title of this role will be ... excellent account management service of assigned division through strategic planning and operational excellence. Ensures the consistent delivery and execution… more