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As a Senior Talent Advisor at Schwab supporting Executive Recruiting, you will partner closely with hiring leaders to deliver thoughtful, consultative recruiting solutions for complex and high-impact roles across the firm. Demonstrated ability to develop robust slates of candidates for executive leadership roles from proactive talent development, candidate research and passive talent outreach.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Talent Advisor, Executive Recruiting

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 2024-2025, and 2025-2026! 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 -Denton

GreenHouseAPI

FULL_TIME

OTHER

Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - Dallas-Preston Hollows

equestftpin

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.•

Integrity Marketing Group

Head of Advisor Success & Solutions

ea_via_bold

Senior Director Advisor Solutions and Adoption

Vice President, Advisor Success & Solutions

The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

YEAR

Mercer Advisors

Wealth Advisor (Dallas: Park Cities/Rockwall, TX)

As a key member of the Virtual Branch team, this individual will play a pivotal role in enhancing customer experience, optimizing service processes, and strengthening collaboration between the field, service teams, and internal departments. Recommend related services, provide accurate estimates, coordinate service completion with technicians, and process service orders once completed.

FleetPride

Virtual Branch Service Advisor

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

The Colony Group, LLC

Associate Wealth Advisor

Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice.

Kyndryl Inc

Assoc Partner, Consult Partner - Agentic Ai for Business Workflows

Demonstrated leadership and management skills, with success managing multiple large or complex audit portfolios, supervising senior leadership teams, and guiding firm-wide talent development and staffing strategies. Strong stakeholder management, communication, and relationship-building skills, able to interact with senior client executives, boards or audit committees, firm leadership, and cross-functional teams.

RSM US LLP

Assurance Partner - TMT

Demonstration and Value Realization: participate in the delivery of compelling, high-impact product demonstrations and Proof of Concepts (PoCs) that clearly illustrate the compelling business value of our platforms, showcasing integrations with core business applications (CRM, WFO, ERP). Trusted Executive Advisor: Act as the trusted business and sales advisor to customer executives, leading strategic discussions focused on total cost of ownership (TCO), return on investment (ROI), platform scalability, and the strategic road map for modern cloud CX solutions.

Avaya Inc

SLED CX Account Manager | TOLA

Ability to positively interface with supporting departments in the branded business unit as well as others (Supply, Pricing, Legal, Contract, Procurement, General Accounting, Credit, Human Resources, Marketing Services, Credit Card Services). This critical infrastructure complements the Partnership's fuel distribution operations, which distribute over 15 billion gallons annually to approximately 11,000 Sunoco and partner-branded retail locations, as well as independent dealers and commercial customers.

Energy Transfer LP

Sr Specialist - Area Account Mgt

As a Divisional Business Manager - Vice President in Consumer Banking (Greater West Division), you will serve as a trusted advisor to the Divisional Director and senior stakeholders, providing strategic financial input and analytical leadership. Provide strategic analytical and business management support for Consumer Banking, including planning, developing, organizing, implementing, and evaluating divisional performance in partnership with the Divisional Leadership Team.

Finance & Business Management-Division Business Manager-Vice President

As a Financial Advisor III , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.

Frost Bank

Financial Advisor III

Develop a deep understanding of business strategies, products, services, and risk profile; Identify and assess the impact of the changing regulatory environment on business objectives and risk appetite; Analyze data to proactively identify risks and trends and provide insights that support internal customers in decision-making; Provide guidance and advice to business partners on implementing risk policies and programs; Drive collaboration between the risk, compliance, legal, and other business support functions; Ensure independent escalation of risk management gaps, issues, and concerns to executive management and when appropriate, the Board of Directors, including emerging risks and regulatory focus areas; Identify opportunities to improve risk management practices and develop solutions to perfect risk management, eliminate waste, and deliver an exceptional customer experience. Principal Associate, Risk Advisor (Auto) As a Principal Risk Associate (Vertical Risk Advisor) in the Financial Services Risk Office supporting Navigator Platform, you will provide professional risk judgment that enables business partners to tackle major company challenges.

Capital One

Principal Associate, Risk Advisor (Auto)

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Mesquite/ Garland / Rowlett

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

U.S. Bank

Private Wealth Management - Private Wealth Advisor

As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Risk Analysis and Program Design: Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals.

Jewelers Mutual

Insurance Advisor

ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service: Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution. This client service professional possesses treasury management expertise and knowledge responsible for the retention and growth of our clients, engineering TM solutions based on client data analytics and industry trends while engaging Operations, Product, IT and Sales resources to optimize the suite of solutions for each client.

Business Advisor Jobs in Plano, TX

Senior Talent Advisor, Executive Recruiting The Charles Schwab Corp

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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

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Assoc Partner, Consult Partner - Agentic Ai for Business Workflows Kyndryl Inc

Assurance Partner - TMT RSM US LLP

SLED CX Account Manager | TOLA Avaya Inc

Sr Specialist - Area Account Mgt Energy Transfer LP

Finance & Business Management-Division Business Manager-Vice President JPMorgan Chase Bank, N.A.

Financial Advisor III Frost Bank

Principal Associate, Risk Advisor (Auto) Capital One

Premier Advisor - Mesquite/ Garland / Rowlett Truist Bank

Private Wealth Management - Private Wealth Advisor U.S. Bank

Insurance Advisor Jewelers Mutual

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