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Business Advisor Jobs in Dallas, TX

6

What Is the Opportunity?.

The Business Insurance (BI) Sales Center provides a market leading alternative distribution model, leveraging a team of sales professionals to engage directly with customers to sell new business accounts on behalf of our valued agency partners.

30+ days ago

Dallas, TX

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

23 days ago
New

Allen, TX
  • $97,800–$145,000 / year

li>Fosters collaborative partnerships and supports accurate closure of the general ledger through work with accounting teams and FBPs for the designated BU, with the following responsibilities:

  • Ensures completeness and accuracy of Actuals in financial reports through thorough review during the month-end close process. Key responsibilities include proactively managing the closing of the general ledger for a specific business unit, ensuring accuracy and timeliness while effectively collaborating with shared service accounting and Finance Business Partners (FBPs).

    • 2 days ago

    TX

    li>

    Minimum 10 years of combination of experience in any of the following financial categories: Strategic Finance, P&L Ownership, Accounting, Finance Business Partner, Finance Operations, Corporate Finance, or Financial Planning & Analysis (FP&A) such as annual budgeting, monthly forecasting, performing expense analysis, management reporting.

    At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members.

    30+ days ago

    Irving, TX
    • $89,300–$165,800 / year

    p>Overview As a Human Resources Business Partner (HRBP), you will play a pivotal role in partnering with leadership to drive business decisions related to personnel and organizational effectiveness. Responsibilities What You'll Achieve You will serve as a trusted advisor to leaders and employees, providing guidance on employee relations, performance management, workforce planning and annual HR programs.

    30+ days ago

    Farmers Branch, TX
    • $65,000–$132,250 / year

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    30+ days ago

    Farmers Branch, TX
    • $91,000–$202,800 / year

    p>PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

      In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    21 days ago

    Dallas, TX

    p>PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

      In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    16 days ago

    Dallas, TX
    • $80,000–$158,700 / year

    p>• Strong background supporting technology‑driven transformations, ideally within data, automation, or digital environments • Proven ability to influence without authority and operate effectively in matrixed organizations • Excellent communication, relationship‑building, and problem‑solving skills • Experience supporting: Data platforms and automation initiatives AI / GenAI‑enabled programs Technology transformation efforts (SDLC, infrastructure, development) • Familiarity with change and project management tools such as: Clarizen Jira Change Navigator or similar platforms • High level of organization, prioritization, and self‑direction • Change Management certifications (Prosci Certified, Change Practitioner preferred). • Design and execute comprehensive change strategies, including: Change impact and readiness assessments Stakeholder and impact analysis Communication and training strategies Adoption measurement and sustainment planning • Develop tailored solutions to support operational change associated with data automation and AI‑driven initiatives.

    30+ days ago
    New

    Dallas, TX
    • $91,000–$185,900 / year

    p>PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

      In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    2 days ago
    USAA logo
    New

    TX
    • $63,590–$121,530 / year

    What you'll do: Manage routine deliverables in support of risk and/or regulatory compliance related initiatives: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Minimum 2 years' experience supporting risk-related, compliance-related or business control design activities; OR 2 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline.

    4 days ago

    Dallas, TX

    p>PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

      In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    16 days ago

    Flower Mound, TX

    li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

    30+ days ago

    Dallas, TX

    li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

    30+ days ago

    Frisco, TX

    Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

    30+ days ago

    Dallas, Texas

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    For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/discla. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families.

    30+ days ago

    Dallas, TX

    The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles.

    Senior Regional Advisor Consultant role is responsible for promoting and selling Westwood's investment products through financial intermediaries and working closely with several Senior Divisional Consultants (Senior External Wholesalers).

    30+ days ago

    Plano, TX

    The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

    30+ days ago

    Dallas, TX

    I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    Frisco, TX

    I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    Dallas, TX

    The Data Center Facilities Engineer, Senior Advisor acts independently as enterprise-level technical authority for data center facilities, providing strategic oversight and expert guidance for critical infrastructure and long-range capacity planning. Partners with Finance/Procurement to develop and manage complex operating and capital budgets (OpEx/CapEx), performing deep-dive analysis on total cost of ownership (TCO) and lifecycle equipment replacement.

    30+ days ago

    Dallas, TX

    Build a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.

    30+ days ago

    Dallas, TX
    • $10–$15 / hour

    Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.

  • Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.

    • 18 days ago

    Dallas, TX
    • $48,000–$120,000

    Not afraid to prospect, your business grows out of your networks, connections and relationships built with realtors, mortgage brokers and financial advisors. Through our transparent client relationships and unparalleled industry expertise we have consistently grown double digits year over year since our inception in 2011.

    30+ days ago

    Dallas, TX
    Remote
    • $117,312–$151,665.44 / year

    p>As a Services Advisor Pre-Sales within our CX Services Sales team, you will play a pivotal role in driving revenue growth by selling consulting, education and other strategic offerings to our clients. As a Services Advisor Pre-Sales you will be assigned Net New SaaS Attached opportunities as well as support Client Partner/Global Services Directions with SME for their sales cycles.

    30+ days ago

    Dallas, TX
    Remote
    • $170,000–$185,000 / year

    p>• 10+ years combined experience within a Tier 1, Retail Hard Lines organization and / or management consulting to Hard Lines customers • Experience having both operated within and transformed core business processes, including managing teams that execute day-to-day operations and contributing to the design or improvement of those processes within a Tier 1, Retail Hard Lines organization • Strong leadership, communication, and problem-solving skills • Ability to influence C-Level Executives and proven experience as a trusted advisor • Strong process modeling skills • Proven track record of delivering successful strategic initiatives and projects in Retail Hard Lines industry.

    The Strategic Advisor is a Director-level position and plays a critical role within our Supply Chain Advisory team by supporting and delivering strategic advisory engagements that help clients optimize and transform their supply chain operations.

    30+ days ago

    Dallas, TX

    li>Lead Farther's 1H 2027 goal-setting cycle, partnering with team leaders to set ambitious, measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports.

    Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

    18 days ago

    TX

    li>Lead Farther's 1H 2027 goal-setting cycle, partnering with team leaders to set ambitious, measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports.

    Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

    30+ days ago

    Dallas, TX
    • $60,000–$150,000 / year

    MARC Media Group is a privately held, growing media company focused on helping local businesses connect with their communities through radio, digital, print, and integrated marketing solutions. MARC Media is growing, and we’re looking for experienced sales professionals who want to help local businesses grow while building a high-income career.

    30+ days ago

    Dallas, TX

    p>• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve • Collaborate with internal specialists to deliver integrated solutions • Identify and pursue new business opportunities through referrals, networking, and strategic outreach.

    • 5 years of experience as a Financial Advisor or Wealth Advisor • Proven track record of client acquisition and asset growth • Background in a wirehouse, independent broker-dealer, bank, or RIA environment • Financial planning experience preferred • CFP, CFA, or other professional designations preferred • Bachelors degree in Finance, Business, Economics, or related field preferred.

    30+ days ago
    Northwestern Mutual logo

    Dallas, Texas
    • $61,000–$250,000 / year

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  • Performance-based earnings and revenue1:
    • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities:

      As a financial advisor, you will:

      • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

    • 18 days ago
    The Charles Schwab Corp logo

    TX

    p>Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based Registered investment advisors (RIAs). As a partner to these independent RIAs, Schwab ACT focuses on meeting their needs and supporting both their business and client goals through collaborative relationships.

    30+ days ago

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