Financial Professional / Advisor New York LifeFinancial Professional / AdvisorDallas, TexasTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Style Advisors, Plano EquinoxStyle Advisors, PlanoPlano, TXPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisor, Highland Park EquinoxStyle Advisor, Highland ParkDallas, TXPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
NewCustomer Service Sales Advisor DFW Advisors - USHACustomer Service Sales AdvisorFarmers Branch, TX$65,000–$95,000 / yearYou'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater!
Senior Financial Advisor First Horizon Corp.Senior Financial AdvisorDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
New["Franchise Business Consultant (Remote - Travel Required)","Franchise Business Consultant (Remote - Travel Required)"] European Wax Center["Franchise Business Consultant (Remote - Travel Required)","Franchise Business Consultant (Remote - Travel Required)"]PlanoRemotePartner with Business Development and Legal teams to manage franchise renewal discussions, ensuring awareness of Franchise Agreement expirations and proactively addressing financial impacts. Partner with franchisees through quarterly business reviews to assess financial and operational performance, identify key growth opportunities, and implement actionable strategies.
NewITSM Transition Specialist Advisor - Can work Remote NTT DATAITSM Transition Specialist Advisor - Can work RemotePlano, TXRemote$70–$84 / hourDevelops and implements a master transition plan that manages cost and schedule to create or modify facilities, hire required staff, implement and test technical solutions, NTT DATA management, 3rd party partner management, extended transition team management, and implements service delivery processes. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity.
Application Management Advisor NTT DATAApplication Management AdvisorIrving, TX$72 / hourOur services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success.
Financial Advisor AmeripriseFinancial AdvisorPlano, TexasProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
NewPeople & Organization HR Advisor Employee Relations Focused Manufacturing Siemens AGPeople & Organization HR Advisor Employee Relations Focused ManufacturingGrand Prairie, TX$73,685–$126,317 / yearPeople & Organization (HR) Advisor, Employee Relations Focused, Manufacturing Job ID 517195 Posted since 06-Aug-2026 Organization People & Organization Field of work People & Organization Company Siemens Corporation Experience level Mid-level Professional Job type Full-time Work mode Office/Site only Employment type Permanent Location(s) Grand Prairie - Texas - United States of America Norfolk - Virginia - United States of America People & Organization (HR) Advisor, Employee Relations Focused, Manufacturing Here at Siemens, we take pride in enabling sustainable progress through technology. Job ID 517195 Posted since 06-Aug-2026 Organization People & Organization Field of work People & Organization Company Siemens Corporation Experience level Mid-level Professional Job type Full-time Work mode Office/Site only Employment type Permanent Location(s) Grand Prairie - Texas - United States of America Norfolk - Virginia - United States of America People & Organization (HR) Advisor, Employee Relations Focused, Manufacturing Here at Siemens, we take pride in enabling sustainable progress through technology.
Advisor Relations, Sr. Director - US Remote NTT DATA Services, LLCAdvisor Relations, Sr. Director - US RemotePlano, TXRemote$156,597–$289,994 / yearUnderstand NTT DATA''s services portfolio and effectively facilitate communication of NTT DATA''s value proposition and differentiators to sourcing advisors and outsourcing law firms; Conduct briefings, facilitate invitations between key advisory personnel and the appropriate NTT DATA leaders; Establish back-channel with the right person(s) in the advisory firm to ensure NTT DATA''s pursuit team receives coaching during an advised pursuit. Job Responsibilities Include: Develop and execute a regional advisor influence program that effectively positions NTT DATA capabilities with the advisory firms, facilitates deal invites, and tracks successful closures; Gather early market intelligence of sourcing transactions coming to market, work closely with the appropriate sales leadership to create a pre-pipeline plan to position NTT DATA with the potential client.
Financial Advisor Manager Vanguard GroupFinancial Advisor ManagerPlano, TXThis role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs. Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
Manager, Financial Advisors The Vanguard GroupManager, Financial AdvisorsDallas, TexasThis role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs. Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
Compliance Advisor Sr. Manager, Auto Finance Capital OneCompliance Advisor Sr. Manager, Auto FinancePlano, TexasWhile working within the Compliance Management Program framework, the Compliance Advisor Senior Manager is responsible for delivering quality results, providing compliance advice to lines of business as a subject matter expert, and executing or participating in corporate processes. The Compliance Advisor Senior Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and regulations.
Advisor Relations, Sr. Director - US Remote NTT DATA Group CorpAdvisor Relations, Sr. Director - US RemotePlano, TXRemote$156,597–$289,994 / yearUnderstand NTT DATA''s services portfolio and effectively facilitate communication of NTT DATA''s value proposition and differentiators to sourcing advisors and outsourcing law firms; Conduct briefings, facilitate invitations between key advisory personnel and the appropriate NTT DATA leaders; Establish back-channel with the right person(s) in the advisory firm to ensure NTT DATA''s pursuit team receives coaching during an advised pursuit. Job Responsibilities Include: Develop and execute a regional advisor influence program that effectively positions NTT DATA capabilities with the advisory firms, facilitates deal invites, and tracks successful closures; Gather early market intelligence of sourcing transactions coming to market, work closely with the appropriate sales leadership to create a pre-pipeline plan to position NTT DATA with the potential client.
NewFinancial Advisor Northwestern MutualFinancial AdvisorFort Worth, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Advisor Experience Specialist Cetera Financial Group IncAdvisor Experience SpecialistDallas, TX$55,000–$75,000 / yearCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Advisor Support Representative AltruistAdvisor Support RepresentativeDallas, TX$54,000–$71,000 / yearAs the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients.
Merrill Lending Solutions Advisor II Bank of AmericaMerrill Lending Solutions Advisor IIDallas, TexasLending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Private Wealth Advisor, Associate/Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Private Wealth Advisor, Associate/Vice President - DallasDallas, TXThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Sourcing Category Manager Senior Advisor Jack Henry & Associates IncSourcing Category Manager Senior AdvisorAllen, TXYou will work closely with IT, Finance, Legal, and business leaders as a trusted advisor-helping teams select the right partners, structure engagements for success, and maximize the value delivered through consulting, systems integrators, managed services, and reseller relationships. In this highly visible role, you will lead category strategy, supplier strategy, negotiate complex service and reseller agreements, and establish best-in-class governance models that enable the business to move fast while managing cost and risk.
Financial Solutions Advisor Registration Candidate - Mid Cities DFW Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Mid Cities DFW MarketFort Worth, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. Job Description : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Greater DFW Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater DFW MarketFrisco, TXOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Lead Product Advisor Vizient IncLead Product AdvisorIrving, TX$102,400–$179,000 / yearYou will lead product delivery in partnership with Product Strategy Management (PSM) and Service Delivery Executive (SDE) leaders, supporting designated state data or IoC/forecasting products, while managing a client book and ensuring consistent Product Advisor/CSA engagement across all Sg2 accounts. In this role, you will serve as a strategic partner to leadership and clients, leveraging deep product expertise, strategy analytics, and business acumen to define goals and drive improved business processes across Sg2 products.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorFrisco, TX$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Premier Advisor - Fort Worth, Allen, Plano Or Warren, TX Truist Financial CorporationPremier Advisor - Fort Worth, Allen, Plano Or Warren, TXFort Worth, TXUtilize 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. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Enterprise Solutions Advisor - Software Support Services Origina Inc.Enterprise Solutions Advisor - Software Support Servicesdallas, TXGain an intimate knowledge of the Origina offerings and the core value propositions such that you can differentiate the Origina offering with prospects and customers to become a trusted consultative advisor in helping our customers deliver on their digital transformation plans. Expand revenues with existing customers within the geography by developing and maintaining a close working relationship with executive-level decision-makers, application owners, and purchasing executives to create strategic account plans to maximize growth.
Advisor, Senior (TMS Team) Sabre Systems LLCAdvisor, Senior (TMS Team)Fort Worth, TexasAdvanced analytics and, where appropriate, AI/ML techniques (e.g., forecasting, anomaly detection, natural language processing of maintenance narratives) are used to identify readiness drivers and constraints, improve predictive analytics, and inform trade-space decisions that balance near-term readiness with longer-term capability objectives, including Fleet legacy platform/systems sustainment and modernization transitions. Working knowledge of the training of Naval Aviation maintenance and supply processes and their data systems (i.e., NAMP, P-485, OOMA/DECKPLATE, AMSRR, RSUPPLY, AFAST, ACES, TFMMS, SHARP/MSHARP, PSILS, and ASM).
Energy Solutions Advisor Navigate Power & Verde SolutionsEnergy Solutions AdvisorFort Worth, TexasRemote$50,000–$250,000 / yearTogether, 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.
Commercial Energy Advisor Navigate Power & Verde SolutionsCommercial Energy AdvisorDallas, TexasRemote$50,000–$250,000 / yearWe provide access to more than 110 suppliers across the country, pricing tools, proposal support, training, marketing resources and back-office infrastructure to help you price, present, close, renew, and expand your business. Through Navigate Power and Verde Solutions, you can support clients across electricity, natural gas, supplier strategy, solar, EV charging, battery storage, energy efficiency upgrades, and broader energy-management projects.
Commercial Real Estate Broker – Tenant Representative/Corporate Real Estate Advisor Mohr PartnersCommercial Real Estate Broker – Tenant Representative/Corporate Real Estate AdvisorDallas, Texascompanies to publicly owned Fortune 500 corporates in Banking/finance, technology, manufacturing, logistics, healthcare, food and retail sectors. advisory and infrastructure services company that provides corporate occupiers/tenants solutions and.
Mortgage Loan Advisor East West BankMortgage Loan AdvisorDallas, TexasFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.
Financial Advisor II Frost BankFinancial Advisor IIPlano, TexasAs a Financial Advisor II , 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. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.
Financial Advisor III Frost BankFinancial Advisor IIIDallas, TexasAs 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.
NewInformation Security Advisor Elevance Health IncInformation Security AdvisorGrand Prairie, TXMinimum Qualification: Requires BS/BA degree in Information Technology or related field of study and a minimum of 5 years of experience in systems support, system administration, system engineering, system security, access management, network security, network communications, computer networking, telecommunications, systems development and management, hardware, software, and/or data; or any combination of education and experience, which would provide an equivalent background. Must be capable of providing top-tier support for 4 or more of the information security technology common body of knowledge skill sets: 1) Access Control, 2) Application Security, 3) Business Continuity and Disaster Recovery Planning, 4) Cryptography, 5) Information Security and Risk Management 6) Legal, Regulations, 7) Compliance and Investigations, 8) Operations Security, 9) Physical (Environmental) Security, 10) Security Architecture and Design, 11) Telecommunications and Network Security.
Lead Strategic Solutions Advisor VizientLead Strategic Solutions AdvisorIrving, TX$102,400–$179,000 / yearSummary: In this role, you will serve as a strategic advisor to leadership and clients, leveraging deep product expertise, healthcare strategy analytics, and business acumen to influence long-term planning and operational decision-making across Sg2 products. You will lead executive-level discussions, drive adoption of forecasting and analytics solutions, and deliver actionable insights that help clients achieve measurable business outcomes while maintaining strong Product Advisor/CSA engagement across all Sg2 accounts.
Virtual Financial Advisor - Dallas - Hybrid Thrivent Financial for LutheransVirtual Financial Advisor - Dallas - HybridDallas, TX$23.80–$26.45 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Fort Worth Thrivent Financial for LutheransFinancial Advisor - Fort WorthFort Worth/San Angelo/Abilene, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Dallas/Tyler Thrivent Financial for LutheransFinancial Advisor - Dallas/TylerDallas, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Lubbock Thrivent Financial for LutheransFinancial Advisor - LubbockMidland/Lubbock/Odessa, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Austin And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Austin And Surrounding AreasAustin and Surrounding Areas, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - San Antonio And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - San Antonio And Surrounding AreasSan Antonio and Surrounding Areas, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Senior Financial Advisor First Horizon CorpSenior Financial AdvisorDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Financial Advisor Teacher's Pension and Insurance ServicesFinancial AdvisorDallas, TX$50,000–$75,000 / yearThe educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively.". We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.
Financial Advisor LPL FinancialFinancial AdvisorDallas, TexasThis employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Wealth Advisor (Advisory Team) FartherFinancial Wealth Advisor (Advisory Team)Dallas, TX$10–$15 / hourFarther 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.
Wealth Advisor (Dallas) SWBCWealth Advisor (Dallas)Dallas, TexasWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
NewPremier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementMcKinney, TexasIn 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.
Strategic Advisor (Retail Hardlines) Blue Yonder IncStrategic Advisor (Retail Hardlines)Dallas, TXRemote$170,000–$185,000 / year10+ 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.
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)Plano, TXThe FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.