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The right person is hungry to dive into critical challenges, breaking down silos, and partnering closely with cross-functional teams across Tesla to drive the business forward and optimize for vehicle uptime. Deliver outstanding support via phone, email, and chat, helping customers reunite with lost items and document interactions within Tesla's CRM and Vehicle Support systems.

Tesla Inc

Robotaxi Operations Advisor

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Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.

Simmons Bank

Wealth Advisor

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Who you are: As 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.

Cullen/Frost Bankers Inc

Financial Advisor II

Establish a strong and up to date understanding about specific programs, program objectives, enrollment process, requirements, and content offered by the university to make a complete and factual presentation to prospective students and other interested parties. How you can impact as a member of the Admissions Team: Advise and enroll qualified applicants into programs of study that are beneficial to the students' career objectives and academic needs in an efficient and supportive manner.

West Coast University Inc

Admissions Advisor

Proactive management of Banker relationship, including routine 1:1's, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling. Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy.

Huntington Bancshares Inc

Treasury Management Advisor II - Dallas, TX

As an Associate on our Advisor Business Development team, you'll start conversations with financial advisors who are ready for a better platform, develop those conversations into real opportunities, and book meetings for our Directors. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

Advisor Business Development Associate

GreenHouseAPI

Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now.

Financial Aid Advisor

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. 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.

Advisor Marketing Associate

You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment.

Client Experience Associate, Advisor Dedicated

Advisor Experience Associate

The ideal candidate will have a proven track record of success in sales, excellent communication and interpersonal skills, and the ability to work independently and as part of a team. The Client Service Advisor is responsible for generating new sales leads, qualifying prospects, and closing sales.

Liz Agency

Remote Client Service Advisor

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Arlington, TX

You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

J.P. Morgan Wealth Management - National Branch Personal Advisor - Plano, TX

The role reports directly to, and is mentored by, the Managing Director, Technology Advisory, and works closely with the Director, Product Management - Data Center Technology & Robotics to build early fluency in the product roadmap and how it connects to client strategy. This role is intentionally structured as a developmental seat under the direct mentorship of the Managing Director, Technology Advisory, who will guide the Advisor's growth from research and support work toward independent client-facing advisory responsibility.

Jones Lang LaSalle Inc

Technology Advisor, Data Center Vertical

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. RESPONSIBILITIES: Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).

Equinox Holdings Inc

Style Advisor, Highland Park

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).

Style Advisors, Plano

Escalate parts issues from internal or external suppliers in collaboration with Regional Parts Manager, acting as a point of contact to vendors and giving constructive feedback that will contribute to future improvements. As a Parts Advisor, you will provide critical parts support to the service center; liaise with other departments, as well as focusing on the continuous development of your skills.

Parts Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX

J.P. Morgan Wealth Management - Private Client Advisor - Allen, TX

This remote role allows you the freedom to work from anywhere with a WiFi connection, making it a perfect fit for those who want to blend their career with their love for travel. In this role, you’ll have the opportunity to build meaningful relationships with clients, share your destination knowledge, and provide exceptional service from start to finish.

Customer Advisor Jobs in Plano, TX

Robotaxi Operations Advisor Tesla Inc

Wealth Advisor Simmons Bank

Financial Advisor II Cullen/Frost Bankers Inc

Admissions Advisor West Coast University Inc

Treasury Management Advisor II - Dallas, TX Huntington Bancshares Inc

Advisor Business Development Associate Farther

Financial Aid Advisor West Coast University Inc

Advisor Marketing Associate Farther

Client Experience Associate, Advisor Dedicated Farther

Advisor Experience Associate Farther

Remote Client Service Advisor Liz Agency

J.P. Morgan Wealth Management - Private Client Advisor - Arlington, TX JPMorgan Chase & Co

J.P. Morgan Wealth Management - National Branch Personal Advisor - Plano, TX JPMorgan Chase & Co

Technology Advisor, Data Center Vertical Jones Lang LaSalle Inc

Style Advisor, Highland Park Equinox Holdings Inc

Style Advisors, Plano Equinox Holdings Inc

Parts Advisor Tesla Inc

J.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Allen, TX JPMorgan Chase & Co

Bucket List Travel Advisor LP Consulting

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