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Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals a

Baker Tilly Advisory Group, LP

Special Advisor, Higher Education Advisory

Broadbean

UNKNOWN

SUCCESS MEASURES• Same-store growth of 6%, 8%, and 10% or better in years one, two, and three across the pod• Asset retention of 97% or better; regrettable attrition below 1%• Value-add service adoption of 70% or better; advisor net promoter score of 60 or better; pulse response of 75% or better• Recruiting introductions of $2 billion or more per year sourced from the pod. This leader is the primary growth and retention partner for a dedicated portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets — delivering practice development consulting, the firm's value-add service model, and early-warning retention management.

Integrity Marketing Group

Senior Director, Advisor Success

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This leader owns the end-to-end transition playbook — pre-resignation readiness, account transfer execution, exception management, and platform adoption — and leads a 17-person organization spanning theTransition Center of Excellence, project leadership, and shared services, so that every advisor reaches full production quickly, cleanly, and with a white-glove experience. Has personally led transitions of practices in the $100 million and above range, with familiarity in multi-wave conversion planning at scale.• Deep working knowledge of account transfer mechanics, exception root-cause management, and account opening workflow.•

Senior Director, Advisor Transition

Essential Job Functions (EJFs): As an Eligibility Advisor I, you will receive paid, formal, training to perform the following essential job functions: Interview applicants and recipients in person or by inbound or outbound telephone calls to obtain pertinent financial and personal information to determine financial eligibility for public assistance programs. If so, the Texas Health and Human Services Commission (HHSC) Access and Eligibility Services (AES) division is looking for individuals who want to join an exciting, dynamic team working in a high-performing and innovative environment.

Texas Health and Human Services Commission

Eligibility Advisor I - Temporary

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As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Edward D Jones & Co LP

Associate Financial Advisor

Membership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products.

Equinox Holdings, Inc.

Membership Sales Advisors, Plano

Continuously evaluates customers' needs and provides referrals/connections to internal or external support services to help overcome challenges and obstacles that could undermine the jobseekers' academic or career success. Maintains continuous contact with customers in caseload to provide on-going career services, case management, career advising, and regularly monitors progress to ensure completion of academic or occupational goals.

C2 Global Professional Services

Career Advisor I

You''ll own your implementations end to end - running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles.

YEAR

Altruist Corp

Advisor Onboarding Specialist

FULL_TIME

Our mission is to build momentum by identifying real potential, restoring ownership, and creating clear paths forward so the right people grow the right way, without force or shortcuts. Follow this link to hear from multiple New York Life agents and discover the rewarding career paths they’ve created: https://youtu.be/tCmrZ2_M_4M .

Barr District - New York Life

Financial Advisor with Sales Background

Must have experience with: gathering requirements from business users and preparing RUD (Requirement Understanding Document); Performing impact analysis on the new business requirements to find out the systems that could potentially be affected by proposed change(s) and designing effective software solutions; Preparing and submitting high-level estimates and detailed level estimates for new requirements; Developing software solutions for system enhancements using Java and J2EE technologies; Performing unit testing and integration testing; Conducting peer review sessions with team members to review code; Performing application support and maintenance activities; Provide root cause analysis (RCA) and provide fix and deployment support for production issues; Spring; Struts; JavaScript; CSS; Servlets; JSP; Web services; Jenkins; GitHub; SonarQube; SQL; IBM DB2; IBM RAD for WebSphere; Eclipse; WinSCP; DbVisualizer; Putty; ServiceNow; Serena Dimensions; and Unix. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.

The Cigna Group

Software Engineering Advisor- Hybrid

Assist other Travel Advisors in real time with questions related to traveler policies and different booking applications; coach Advisors on best practices for servicing all customers; monitor and manage agent errors, escalations, and customer exceptions; and update tracking information in a database. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem, with a focus on delivering service excellence.

JPMorgan Chase Bank, N.A.

Servicing Travel Advisor III - Chase Travel (Hybrid - Plano, TX)

equestftpin

Join Reliant at Home's winning culture - named Fortune TOP TEN in the USA Best Workplaces for Aging Services and certified Great Place to Work 2020-2021, 2021-2022, 2022-2023, 2023-20424 and 2024-2025! Reliant at Home is a multi-site, Texas only Home Health, Hospice, Caregivers, and Rehab company with 14 locations in Texas – including five Hospice locations (Fort Worth, Plano, Teague, The Woodlands, and San Antonio).

Reliant at Home

Hospice Sales Area Advisor

GreenHouseAPI

Full-Time Home Health Sales Area Advisor

This role will identify opportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.

UMB Bank

Trust Sales Advisor

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Together, Navigate Power & Verde Solutions offer an unprecedented array of resources and solutions— giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers’ installations, Battery storage and more.

Navigate Power & Verde Solutions

Energy Solutions Advisor

PinpointHQ

Reach the right decision-makers: Engage business owners, finance leaders, property managers, and facility teams around energy budgets, contract exposure, and operational priorities. Make the options clear: Present electricity and natural gas proposals that explain supplier differences, pricing, contract terms, and market conditions in language clients can act on.

Commercial Energy Advisor

Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows.• Fluency in platform economics — advisory conversion, fee-based revenue, product shelf strategy, and technology adoption — as a proven leader of leaders who has built a multi-layer organization.•

Head of Advisor Success & Solutions

Senior Director Advisor Solutions and Adoption

Vice President, Advisor Success & Solutions

The Service Advisor is responsible for delivering an exceptional ownership experience by understanding customer concerns, recommending maintenance and repair services, coordinating vehicle service, and ensuring timely follow-up throughout the repair process. Group 1 Automotive, Inc. (NYSE: GPI) is a Fortune 250 leader in global automotive retail, operating more than 250 dealerships and collision centers across the United States and United Kingdom.

Business Advisor Jobs in Irving, TX

Special Advisor, Higher Education Advisory Baker Tilly Advisory Group, LP

Senior Director, Advisor Success Integrity Marketing Group

Senior Director, Advisor Transition Integrity Marketing Group

Eligibility Advisor I - Temporary Texas Health and Human Services Commission

Associate Financial Advisor Edward D Jones & Co LP

Membership Sales Advisors, Plano Equinox Holdings, Inc.

Career Advisor I C2 Global Professional Services

Advisor Onboarding Specialist Altruist Corp

Financial Advisor with Sales Background Barr District - New York Life

Software Engineering Advisor- Hybrid The Cigna Group

Servicing Travel Advisor III - Chase Travel (Hybrid - Plano, TX) JPMorgan Chase Bank, N.A.

Hospice Sales Area Advisor Reliant at Home

Full-Time Home Health Sales Area Advisor Reliant at Home

Trust Sales Advisor UMB Bank

Energy Solutions Advisor Navigate Power & Verde Solutions

Commercial Energy Advisor Navigate Power & Verde Solutions

Head of Advisor Success & Solutions Integrity Marketing Group

Senior Director Advisor Solutions and Adoption Integrity Marketing Group

Vice President, Advisor Success & Solutions Integrity Marketing Group

Automotive Service Advisor - BMW Arlington Group 1 Automotive Inc

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