NewFinancial Consultant - Financial Solutions Branch Charles SchwabFinancial Consultant - Financial Solutions BranchWestlake, TXYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base.
NewLeasing Consultant JobotLeasing ConsultantFarmers Branch, TX$20–$25 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our Investor Relations team plays a key role in maintaining trust, transparency, and operational excellence by managing sensitive financial communications and documentation for our investor base.
Corporate Vice President, Nautilus Group Case Consultant New York Life Insurance CompanyCorporate Vice President, Nautilus Group Case ConsultantAddison, TX$145,000–$195,000 / yearThis role serves as a senior technical leader and strategic partner to member agents, delivering advanced estate and business planning guidance for high-net-worth and ultra-high-net-worth clients. Success in this role is defined by the ability to build trusted relationships with agents, deliver exceptional client-facing support, leverage AI and technology to enhance planning outcomes, and consistently provide high-impact case design.
Financial Consultant Financial Solutions Branch (Westlake, TX) The Charles Schwab CorpFinancial Consultant Financial Solutions Branch (Westlake, TX)TXYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
VP, International Financial Consultant Asia Pacific Region The Charles Schwab CorpVP, International Financial Consultant Asia Pacific RegionTXExtensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationGrand Prairie, TXMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. 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.
VP, International Financial Consultant Europe, Middle East and Africa The Charles Schwab CorpVP, International Financial Consultant Europe, Middle East and AfricaTXInternational Financial Consultants are expected to manage a large group of assigned client households while simultaneously developing new and existing relationships within their region through proactive and regular business development activities. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network.
Virtual Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Virtual Financial ConsultantDallas, TX$70,600–$103,000 / yearIn 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). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
National Licensed Financial Consultant (PL) FidelityNational Licensed Financial Consultant (PL)Westlake, TexasRemoteCustomer Service, Relationship Management, Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Financial Planning Consultant - Westlake, TX FidelityFinancial Planning Consultant - Westlake, TXWestlake, TexasRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and income planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantIrving, TXLead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesIrving, TXDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Sr. Financial Relationship Consultant - Dallas/Fort Worth Texas Capital Bancshares IncSr. Financial Relationship Consultant - Dallas/Fort WorthSouthlake, TXHeadquartered 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. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Financial Relationship Consultant Texas Capital Bancshares IncFinancial Relationship ConsultantFort Worth, TXHeadquartered 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. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Financial Professional - Retirement Benefits Group - TX, Fort Worth (5250) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - TX, Fort Worth (5250)Fort Worth, TX418464'',''true'',''418464'',''false'',''Submission for the position: Financial Professional - Retirement Benefits Group - TX, Fort Worth (5250) - (Job Number: 260000BM)'',''false'',''418464'',''false'',''true'',''Financial Professional - Retirement Benefits Group - TX, Fort Worth (5250)'',''260000BM'',''UNITED STATES-TX-Fort Worth'',''UNITED STATES-TX-Fort Worth'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''418464'',''418464'',''true'',''418464'',''false'',''Submission for the position: Financial Professional - Retirement Benefits Group - TX, Fort Worth (5250) - (Job Number: 260000BM)'',''false'',''418464'',''false'',''true''.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantCoppell, 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.
NewInvestment Management Consultant II - Westlake, TX FidelityInvestment Management Consultant II - Westlake, TXWestlake, TexasRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
Personal Financial Counselor, PFC - Grand Prairie, Texas Magellan Health IncPersonal Financial Counselor, PFC - Grand Prairie, TexasGrand Prairie, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewPersonal Financial Counselor, PFC - Fort Worth. TX Magellan Health IncPersonal Financial Counselor, PFC - Fort Worth. TXFort Worth, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewNew Client Investment Consultant Westlake, TX The Charles Schwab CorpNew Client Investment Consultant Westlake, TXWestlake, TXThe Investment Consultant on the Prospect Conversion Team will excel at: Proactively engaging with prospects/new to retail clients through various channels including, but not limited to: Inbound/outbound calls, referrals from retail partners, and email. Schwab's Prospect Conversion Team is an integral part of the broader Investor Services organization and is primarily responsible for the retail acquisition of prospects as well as new retail clients who have been at Schwab less than 90 days.
Sr Manager, Technology Consultant Advisor Services The Charles Schwab CorpSr Manager, Technology Consultant Advisor ServicesWestlake, TXRemoteThe Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
Lead Consultant | SAP Functional | SAP Finance IMCS Group IncLead Consultant | SAP Functional | SAP FinanceIrving, TXCompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. Detailed Job Description: We are seeking an experienced Lead SAP Finance (R2R) Consultant with 10+ years of expertise in SAP Finance to lead the Record-to-Report (R2R) workstream in a large-scale global S/4HANA transformation initiative.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorArlington, TX$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
NewFinancial Planning Support Specialist First Command Financial Services, Inc.Financial Planning Support SpecialistFort Worth, TXThis individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerFort Worth, TX$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
NewSenior Corporate Real Estate Consultant CaterpillarSenior Corporate Real Estate ConsultantIrving, TX$128,470–$192,710 / yearCaterpillar is seeking a Senior Real Estate Consultant to provide strategic leadership and expertise on complex global real estate matters, including acquisitions, dispositions, leasing, renewals, portfolio optimization, and other real estate transactions. In this role, you will partner with business leaders and cross-functional stakeholders to develop and execute real estate strategies that support business growth, operational excellence, and cost optimization.
Provider Compensation Consultant - Remote Providence Health & ServicesProvider Compensation Consultant - RemoteTXRemoteRequsition ID: 440390 Company: Providence Jobs Job Category: Compensation Job Function: Human Resources Job Schedule: Full time Job Shift: Multiple shifts available Career Track: Business Professional Department: 4010 SS PE PROVIDER COMP Address: WA Vancouver 315 SE Stonemill Dr Work Location: Vancouver Medical Plaza-Vancouver Workplace Type: On-site Pay Range: $See Posting - $See Posting The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities. This role combines expertise in healthcare economics, regulatory compliance, and data analytics to design compensation structures that are fair, competitive, and in support of with Providence's strategic initiatives- all with an eye to FMV and commercial reasonableness.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorFort Worth, 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. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumFort Worth, TXThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions.
VP, Senior Wealth Consultant Ultra High Net Worth Westlake, TX The Charles Schwab CorpVP, Senior Wealth Consultant Ultra High Net Worth Westlake, TXWestlake, TXSupporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly.
Sr. Manager, Participant Engagement Consultant (Retirement and Stock Plan Services) The Charles Schwab CorpSr. Manager, Participant Engagement Consultant (Retirement and Stock Plan Services)Westlake, TXWe offer full-service workplace plans and solutions to our client companies, featuring: Retirement Plan Services (RPS) for defined contribution, defined benefit, and non-qualified plans, aligned with our comprehensive recordkeeping services, help plan sponsors build a retirement plan approach that fits their business needs and supports the financial well-being of their employees. Designated Brokerage Services (DBS) help employers who have a responsibility to monitor employee trading needs through a comprehensive approach, including DBS and financial services for their employees, so they can proactively protect their business and employees.
Lead Merchant Product Sales Consultant - Franchise and Associations Wells Fargo & CoLead Merchant Product Sales Consultant - Franchise and AssociationsIrving, TX$119,000–$224,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This position is responsible for meeting relationship boarding goals through consultative selling, leading the entire sales process from start to finish, cultivating strong bank partnerships to increase lead flow and to promote and build Franchise and Association brand awareness.
Senior Business Execution Consultant: Early Careers & Global Recruiting Initiatives Wells Fargo & CoSenior Business Execution Consultant: Early Careers & Global Recruiting InitiativesIrving, TX$87,000–$154,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Acting as a trusted advisor, the role ensures Global Early Career Recruiting priorities are clearly translated into actionable solutions, aligned execution plans, and measurable outcomes across geographies.
NewPrincipal Consultant | SAP Functional | SAP SCM EWM IMCS Group IncPrincipal Consultant | SAP Functional | SAP SCM EWMIrving, TXRemoteCompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. You will conduct solution/product demonstrations, POC/Proof of Technology workshops and prepare effort estimates which suit the customer budgetary requirements and are in line with organization s financial guidelines.
Managing Consultant - Workday Financials Makse GroupManaging Consultant - Workday FinancialsSouthlake, TexasThe ideal candidate will bring deep functional expertise across Workday Core Financials, Procurement, and Expense Management, along with the ability to lead teams, manage client relationships, and deliver high-quality solutions that align technology with business goals. Lead client Workday Financial Management workstreams, ensuring best practices are applied across Core Financials, Procurement, and Expense Management.
Senior Strategy Consultant Caterpillar IncSenior Strategy ConsultantIrving, TX$128,470–$192,710 / yearWhat You Have: Education/Experience: Bachelor's Degree, preferably in Business, Finance, Accounting, Economics, or Engineering; 3-5+ years of total professional experience in functions like corporate strategy, consulting, finance, operations, engineering management, data analytics, research, or decision sciences; Demonstrated excellence in problem solving as well as analytical, quantitative, and conceptual thinking. This position will demonstrate knowledge of various problem-solving techniques, including hypothesis-driven problem solving, integration and interpretation of qualitative and quantitative data, clear written and verbal communication, and an ability to thrive in ambiguous situations.
Sales Consultant Stand Strong FencingSales ConsultantSouthlake, TexasNeither HorsePower Brands and its affiliates, including HPB Recruitment LLC nor Brand, Location #, and Geography Location shall be deemed a joint employer of the other’s employees, and nothing in this Agreement shall be deemed or construed to create a joint venture, partnership, fiduciary or agency relationship between the Parties for any purpose. Applicant acknowledges, understands, and agrees that Applicant is applying for an employment position of Brand, Location #, and Geography Location and not HorsePower Brands or its affiliates, and that if hired, the Applicant shall be an employee of Brand, Location #, and Geography Location and not HorsePower Brands or its affiliates.
Lead Consultant | Oracle Cloud | Retail Cloud IMCS Group IncLead Consultant | Oracle Cloud | Retail CloudIrving, TXRemoteCompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. o Technical Architect, the person should have an overall experience of 8-10 years, with relevant experience of 4-6 years spanning across various implementation/ maintenance/support /extension Projects in Oracle Retail in various roles.
Functional Consultant Yantran LLCFunctional ConsultantARLINGTON, RIrepresents the connected world, offering innovative and customer-centric information technology experiences, enabling Enterprises, Associates, and the Society to Rise. Experience in working with any of the major Auto finance products like Alfa, Defi, FIS Ambit, Client, Linedata or Shaw.
NewSenior Financial Analyst, Corporate Development and Finance VistraSenior Financial Analyst, Corporate Development and FinanceIrving, TexasCreate and maintain internal / external reporting materials to track actual and expected performance metrics associated with the Vistra development pipeline •Support strategic initiatives within the company such as new market entry assessment or regulatory initiatives •Assist in preparing materials / presentations to present Vistra Zero investment opportunities to leadership •Strong financial modeling skills in Excel and be proficient in Microsoft PowerPoint •Ideal candidate would have 5-8 years of experience in corporate finance, investment banking, FP&A, or financial reporting •Strong understanding of power markets and thermal and renewable energy is preferable Experience & Skill Requirements . •Key financial model inputs include capital spend, project timeline, gross margin build-up, operations and maintenance expense, tax assumptions, and capital structure •Responsible for executing pricing and returns analysis related to marketing efforts for the Vistra pipeline •Execute scenario analyses around offtake opportunities, capital structure sensitivities, acquisition opportunities, optimizing site design, etc.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerFort Worth, TX$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
2 Salesforce Architects (Sales / Field Service vs Sales, Service, Financial Service Cloud) KORE1 Technologies2 Salesforce Architects (Sales / Field Service vs Sales, Service, Financial Service Cloud)Coppell, TXWe are seeking experienced Salesforce Solution Architects to design and implement scalable Salesforce solutions supporting customer engagement, service operations, and enterprise platform modernization initiatives. We are seeking experienced Salesforce Solution Architects to design scalable, high-performance Salesforce solutions supporting enterprise customer engagement and service operations.
Mortgage Retail Sales Consultant (SAFE) Dallas, (North) TX Wells Fargo & CoMortgage Retail Sales Consultant (SAFE) Dallas, (North) TXCarrollton, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Mortgage Retail Sales Consultant (SAFE) Dallas, (South) TX Wells Fargo & CoMortgage Retail Sales Consultant (SAFE) Dallas, (South) TXFort Worth, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Mortgage Retail Sales Consultant (SAFE) Fort Worth / Arlington Wells Fargo & CoMortgage Retail Sales Consultant (SAFE) Fort Worth / ArlingtonMansfield, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Community Mortgage Bank Sales Consultant (SAFE) Wells Fargo & CoCommunity Mortgage Bank Sales Consultant (SAFE)Haltom City, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required.
Money In Motion - Retention Consultant Teachers Insurance and Annuity Association of America (TIAA)Money In Motion - Retention ConsultantDallas, TX$64,000–$87,200 / yearUnder general supervision, this job works in partnership with the organizations National Contact Center (NCC) and advisory business partners and is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the organizations solutions when appropriate. 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).
Financial Advisor CornerStone Professional PlacementFinancial AdvisorFort Worth, TXIf you are an experienced Financial Advisor with a passion for helping clients achieve their financial goals and are seeking an opportunity with an established client base and strong long-term earning potential, we invite you to apply today. These opportunities offer immediate access to an existing client base, strong income potential and the ability to operate as an independent business owner while receiving extensive training and support.
Lead Sales Consultant Executive Financial Partners LLCLead Sales ConsultantCrowley, TexasYou'll work directly with business owners and decision-makers to deliver tailored supplemental health insurance solutions, while also helping your team hitand exceedtheir goals. We're looking for a Lead Sales Consultant who thrives in a performance-based environment and takes pride in building strong client relationships while guiding others toward success.
Financial Advisor Northwestern MutualFinancial AdvisorIrving, 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.