- Nuveen Investments (Dallas, TX)
- The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals ... advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the… more
- Nuveen Investments (Dallas, TX)
- **Virtual Financial Consultant Multi-lingual** The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all ... participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job… more
- Charles Schwab (The Woodlands, TX)
- …helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, ... financial plans for practice clients in partnership with your Sr. Financial Consultant (s) + Ability to uncover and meet client needs and effectively manage… more
- Matter Family Office (Dallas, TX)
- …meaningful relationships with Matter families and each other. Job Description As a Financial Consultant , you will bring your expertise and experience to our ... and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative,… more
- Charles Schwab (Bee Cave, TX)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- PNC (San Antonio, TX)
- …valued, and have an opportunity to contribute to the company's success. As a Financial Sales Consultant , within PNC's Organizational Financial Wellness, you ... to meet the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing,… more
- Nuveen Investments (Frisco, TX)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- MetLife (Houston, TX)
- …their dependents. Key Responsibilities: * Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and ... various billing methods: Responsible for the development of customer financial reports, including data and trend analysis: * Manages the timely delivery of client… more
- Charles Schwab (Plano, TX)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… more
- NexTec Group (TX)
- Role Description Mission: A Senior X3 Financial Consultant will participate in and/or lead the financial areas of Sage X3 projects while continuing to expand ... Participating in requirements gathering and design activities for the financial modules. + Interacting with the Consulting Team and...general compensation range for the Sage X3 Senior Finance Consultant role is $85,000 to $120,000 per year, plus… more
- Oracle (Austin, TX)
- …an early stage, and working on ambitious new initiatives. **Who You Are:** The Financial Consultant role is a challenging, exciting opportunity for you to ... parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and… more
- Oracle (Austin, TX)
- **Job Description** **About the job** Financial Consulting Services - Consulting Sales - Americas **Short Description** Looking for dynamic sales person who would be ... responsible for the sales of Oracle Financial Consulting Services in Americas region. Responsible for selling...and leverage to drive strategy through organization. - Trusted consultant - Establishes positive relationships based on knowledge of… more
- Sedgwick (Houston, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Litigation Consultant **PRIMARY PURPOSE** : To address ... and handle high end cases with serious injuries, complex coverage scenarios and legal inquiries or disputes; to develop a strategy to bring a case to satisfactory resolution. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Reviews/acts on reports/forms;… more
- Sedgwick (Houston, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Business Consultant **PRIMARY PURPOSE** **:** To lead ... the business analysis efforts for managing and optimizing communication templates across the organization. This role combines business analysis expertise with technical proficiency in Java, ensuring templates are accurate, compliant and seamlessly integrated… more
- Magellan Health Services (Austin, 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
- Magellan Health Services (Dallas, TX)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License,… more
- HCA Healthcare (San Antonio, TX)
- …General Statement of Duties:The Financial Coordinator serves as a financial consultant for the facilities transplant patients. Responsibilities include ... and integrity. We care like family! Jump-start your career as a Financial Coordinator today with Methodist Hospital. **Benefits** Methodist Hospital offers a total… more
- Equitable (Austin, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - TX,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- HCA Healthcare (San Antonio, TX)
- …Summary and Qualifications** The Financial Coordinator serves as a financial consultant for the facilities transplant patients. Responsibilities include ... join an organization that invests in you as a Financial Coordinator - Transplant? At Methodist Hospital Specialty and...Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match… more
- Equitable (Austin, TX)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Entry Level - Financial Advisor - TX, Austin (3888) ( 2000019X...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more