Wealth Management Branch Examiner Morgan StanleyWealth Management Branch ExaminerTX$70,000–$125,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We're seeking someone to join our team as a Branch Examiner in WM Compliance to perform independent oversight and execution of risk-based branch examinations across retail locations, serving as a key partner in strengthening supervisory practices and safeguarding the Firms regulatory integrity.
Premier Advisor - Fort Worth, Allen, Plano or Warren, TX Truist Financial CorpPremier Advisor - Fort Worth, Allen, Plano or Warren, TXPlano, 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.
ED. Senior WM Investigations Attorney Morgan StanleyED. Senior WM Investigations AttorneyDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As part of the Global Litigation Department, Wealth Management Investigations handles internal investigations and regulatory enforcement matters for the Wealth Management business segment, which includes advisor-led, self-directed (E*TRADE), and workplace channels.
Senior Investment Strategist - Private Wealth UMB Financial CorpSenior Investment Strategist - Private WealthDallas, TX$141,354–$207,900 / yearFrom both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
NewVice President, Wealth Management Investigations Attorney Morgan StanleyVice President, Wealth Management Investigations AttorneyDallas, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As part of the Global Litigation Department, Wealth Management Investigations handles internal investigations and regulatory enforcement matters for the Wealth Management business segment, which includes advisor-led, self-directed (E*TRADE), and workplace channels.
VP, WM Investigations Attorney Morgan StanleyVP, WM Investigations AttorneyDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As part of the Global Litigation Department, Wealth Management Investigations handles internal investigations and regulatory enforcement matters for the Wealth Management business segment, which includes advisor-led, self-directed (E*TRADE), and workplace channels.
Senior Payroll Specialist Hillwood PropertiesSenior Payroll SpecialistDallas, TXThe Senior Payroll Specialist will be responsible for multi-location payroll processing, reconciliation, and analysis, providing general payroll support to employees and working on special assignments. The ideal candidate is highly organized, self-directed, capable of managing multiple priorities simultaneously, and driven to see projects through to successful completion with minimal oversight.
Cloud Engineer (Advisor) Federal National Mortgage AssociationCloud Engineer (Advisor)Plano, TX$155,000–$209,000 / yearThe Cloud Engineer - Advisor ideal candidate brings extensive experience in team building, collaboration, and facilitation of Cloud engineering in a large, multinational Fortune 500 enterprise. As a valued contributor to our team, you will design and develop unprecedented solutions for Cloud Engineering, solving complex or unusual business problems across several projects, programs, or products.
Internal Sales Associate- Spanish Speaking National Life Holding CompanyInternal Sales Associate- Spanish SpeakingAddison, TX$21–$31 / hourThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
Sales Representative - South Central Region (New) Hourly, Inc.Sales Representative - South Central Region (New)Dallas, TXRemoteBy integrating time tracking, payroll, and workers’ comp into a single, intuitive platform, Hourly enables business owners to run payroll in under 30 seconds and eliminates the stress of year-end workers’ comp audits. You will be responsible for generating new business by selling Hourly’s integrated solution directly to SMB owners and building a robust referral network of CPAs, insurance brokers, and financial advisors.
Senior Trading Associate Farther FinanceSenior Trading AssociateHybrid - Dallas, TXImpactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eExecute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.u003c/liu003enu003cliu003eOversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.u003c/liu003enu003cliu003eMonitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.u003c/liu003enu003cliu003ePartner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.u003c/liu003enu003cliu003eSupport trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.u003c/liu003enu003cliu003eIdentify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.u003c/liu003enu003cliu003eContribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eBachelor's degree in Finance, Economics, Business, or a related field.u003c/liu003enu003cliu003e4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.u003c/liu003enu003cliu003eStrong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.u003c/liu003enu003cliu003eExperience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.u003c/liu003enu003cliu003eDemonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus
NewRestaurant Zone Manager Raising Cane'sRestaurant Zone ManagerCarrollton, TXIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job.**Your The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Assistant Restaurant Leader Raising Cane'sAssistant Restaurant LeaderDallas, TXFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Wealth Business Advisor Truist Financial CorpWealth Business AdvisorDallas, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Private Banker - First Vice President Morgan StanleyPrivate Banker - First Vice PresidentDallas, TexasStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateColleyville, TXFull-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 Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Wealth Advisor (Dallas) Southwest Business CorporationWealth Advisor (Dallas)Dallas, TXWealth 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.
Financial Center Manager II Simmons BankFinancial Center Manager IIGrapevine, TexasFacilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) to sell and handle consumer loan requests in an effective manner. Meet regularly with staff(s) regarding time management, communication skills, goal progress, regular business, bank security and operational policies to build employees’ confidence, competency and efficiency.
Mortgage Consultant Morgan StanleyMortgage ConsultantDallas, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
NewStudent Success Advisor Abilene Christian UniversityStudent Success AdvisorDallas, TexasAssists in the support of new students through the onboarding process: conducting welcome calls, providing student training through Walk-to-Class sessions, and addressing impromptu new student questions and concerns. Communicate regularly with supervisor on feedback regarding any issues within the team relating to (but not confined to) workflows, work volumes, operational issues/matters, IT issues/matters, training requirements, enhancement requests, etc.
Advisor Marketing Manager Farther Finance Advisors LLCAdvisor Marketing ManagerIrving, TXAs an Advisor Marketing Manager, you''ll take ownership of the strategy behind how our advisors build their brands and their books - moving beyond executing requests to setting the direction for how we market at scale. 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.
Multifamily Underwriter - Advisor Federal National Mortgage AssociationMultifamily Underwriter - AdvisorPlano, TXThe Multifamily Underwriter - Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Advise on potential risks and costs involved with providing services to a customer. As a valued contributor to our team, you will advise team members on managing communications and/or negotiations between Fannie Mae and clients regarding loans and other investments.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Mortgage Specialist Morgan StanleyMortgage SpecialistDallas, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Embrace the Morgan Stanley core value of “Putting Clients First” by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process.
Advisor Marketing Manager FartherAdvisor Marketing ManagerIrving, TXAs an Advisor Marketing Manager, you'll take ownership of the strategy behind how our advisors build their brands and their books — moving beyond executing requests to setting the direction for how we market at scale. 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 Support Coordinator FartherAdvisor Support CoordinatorDallas, TXFarther'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. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Associate Advisor Training Specialist Cetera Financial Group IncAssociate Advisor Training SpecialistDallas, TX$55,000–$86,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)Plano, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Wealth Advisor Simmons BankWealth AdvisorDallas, TexasAbility 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.
Associate Financial Planner Cain Watters & AssociatesAssociate Financial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.
Sr Private Client Advisor Texas Capital BankSr Private Client AdvisorDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.
Structured Lending Advisor II Or III Truist Financial CorporationStructured Lending Advisor II Or IIIDallas, TXPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. The Structured Lending Advisor partners directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects.
Chief Financial Officer CARROLLTON-FARMERS BRANCH INDEPENDENT SCHOOL DISTRICTChief Financial OfficerCedar Hill, TXWorking Conditions: Mental Demands/Physical Demands/Environmental Factors: Work with frequent interruptions; maintain emotional control under stress; normal office environment, numerous phone calls, subject to frequent deadlines; frequent district-wide travel; Some regional travel occasional prolonged and irregular hours, some exposure to environmental extremes. Manage key functions in the Business office including the following: Accounts Payable, Budget and Financial Planning, Finance & Accounting, Fixed Assets, Payroll, Special Revenue, Debt & Treasury Management and Tax Collections.
NewFinancial Services Representative (Remote) TransGlobal Holdings Co.Financial Services Representative (Remote)Plano, TexasRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Risk Management Advisor - Experienced C1 Insurance GroupRisk Management Advisor - ExperiencedDallas, TXNot 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.
Risk Management Advisor (College Graduate Program) C1 Insurance GroupRisk Management Advisor (College Graduate Program)Dallas, TXWhen renewal commissions on your book consistently exceed your base salary, you transition to Senior Risk Management Advisor and begin receiving those renewal commissions directly. Your success comes from building trust with referral partners who send you clients over time, and from happy clients who refer people they know.
Financial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDallas, TXFull timeAs a Financial Services Representative – State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. You're joining Raymond Scott - State Farm Agent — a top-tier State Farm agency with a track record of developing talent and a genuine commitment to needs-based, customer-first selling.
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).
AI Compliance Monitoring & Audit Advisor Elevance Health IncAI Compliance Monitoring & Audit AdvisorGrand Prairie, TX$100,560–$165,924 / yearPreferred Skills, Capabilities, & Experiences: Working knowledge of AI tools, models, and platforms (e.g., generative AI, ML systems), including associated risks, controls, and governance consideration. Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.
Treasury Management Advisor III- International Huntington Bancshares IncTreasury Management Advisor III- InternationalFarmers Branch, TX$93,000–$189,000 / year8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Basic Qualifications: 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
Mortgage Loan Advisor Huntington Bancshares IncMortgage Loan AdvisorDallas, TXSummary: The Mortgage Loan Advisor works with Senior Loan Officer and Sales Manager to achieve established sales goals and learn different aspects of a loan originator position at Huntington. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses.
Treasury Management Advisor Iii- International Huntington Bancshares IncTreasury Management Advisor Iii- InternationalFarmers Branch, TX$93,000–$189,000 / year8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Basic Qualifications: 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorDallas, TexasOur 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. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
Financial Representative Trainee (Sales) - Dallas, TX Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Dallas, TXDallas, TX$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Sales Advisor - Sony ActionLink Services LLCSales Advisor - SonyFlower Mound, TX$19–$22 / hourActionLink is seeking an outgoing and enthusiastic Full-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Flowermound and Lewisville, TX. What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sonys innovative technology.
Manager, Services Advisors Applied Systems, Inc.Manager, Services AdvisorsDallas, TXRemoteTo keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. Reporting within the CX Services organization, this leader manages a team of Services Advisors who scope the training, consulting, and technical assistance engagements Applied customers need - work whose success depends on how closely the estimated scope matches what's actually delivered.
Private Bank Wealth Advisor III Huntington Bancshares IncPrivate Bank Wealth Advisor IIIDallas Uptown, TXAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Release Management Executive Advisor Elevance Health IncRelease Management Executive AdvisorGrand Prairie, TX$145,152–$217,728 / yearWe are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
NewBusiness Change Advisor Elevance Health IncBusiness Change AdvisorGrand Prairie, TX$74,888–$122,544 / yearThe Business Change Advisor is responsible for assisting the management within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.