NewFinancial Controls Specialist System OneFinancial Controls SpecialistDallas, TXLead and support project controls activities for large-scale infrastructure or public programs, ensuring accurate cost tracking and forecasting. Strong capabilities in: budget tracking & forecasting, cost analysis & variance reporting, Earned Value Management (EVM), funding alignment / financial compliance.
NewSenior Paralegal / Contracts Specialist JobotSenior Paralegal / Contracts SpecialistPlano, TX$90,000–$120,000 / yearInformation 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. You'll support a flat, high-performing legal team working across commercial contracts, real estate, finance, power transactions, and international matters in one of the hottest sectors in tech.
NewLegal Billing Specialist JobotLegal Billing SpecialistDallas, TX$70,000–$95,000 / yearInformation 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. The firm pairs serious courtroom credentials with a collegial internal culture - leadership is accessible and hands-on, teams support one another, and work-life balance is genuinely encouraged.
NewHybrid E-Billing Specialist ( Law Firm) JobotHybrid E-Billing Specialist ( Law Firm)Dallas, TX$60,000–$75,000 / yearInformation 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. The successful candidate will be responsible for managing all aspects of electronic billing for the firm, ensuring that all invoices are accurately generated, reconciled, and submitted in a timely manner.
NewHealth Solutions Specialist Mid Level (Level 1) - Life Company USAAHealth Solutions Specialist Mid Level (Level 1) - Life CompanyPlano, TXRemote$54,550–$92,060 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
NewProperty Adjuster Specialist - Field CAT Claims USAAProperty Adjuster Specialist - Field CAT ClaimsDallas, TXRemote$74,240–$133,620 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
NewAssociate Health Solutions Specialist III - Life Company (Open) USAAAssociate Health Solutions Specialist III - Life Company (Open)Plano, TXRemote$43,680–$72,020 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Associate Health Solutions Specialist III helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
NewHealth Solution Specialist Intermediate (Level 2) – Life Company USAAHealth Solution Specialist Intermediate (Level 2) – Life CompanyPlano, TXRemote$45,470–$76,730 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
Regional Organic Content Specialist Lennar CorporationRegional Organic Content SpecialistIrving, TXLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Regional Organic Content Specialist is a strategic driver of the brand’s organic digital presence within their 3-4 assigned homebuilding divisions; managing non-paid content across platforms like Meta, LinkedIn, TikTok, YouTube, and Google Business Profiles.
NewAccounts Payable Specialist Senior - Accounting CHRISTUS HealthAccounts Payable Specialist Senior - AccountingIrving, TXThe Senior AP Specialist will play a key role in optimizing AP processes, resolving complex payment-related issues, and supporting financial integrity and operational excellence within the organization. The Accounts Payable (AP) Specialist Senior is responsible for executing critical tasks within the accounts payable function, ensuring accuracy, compliance, and efficiency in financial transactions.
NewTool Repair Specialist Penske Truck RentalTool Repair SpecialistDALLAS, TXMinimum 2 years experience in Maintenance Technician, Tooling Support Coordinator, DPF Quality Specialist I or Maintenance Coordinator experience or Mechanical experience in industrial equipment, automotive or trucking industry (preferred). Their primary responsibility is to perform a consistent diagnosis process on the tools that come in, execute the correct asset management strategy to repair, refurbish, salvage, or prep for sale, and document the completed steps within the tracker and asset management system.
NewTool Inventory Specialist Penske Truck RentalTool Inventory SpecialistDALLAS, TXTheir primary responsibility is to ship, receive, and actively track the inventory of shop equipment, tools, and supplies needed for the Shop Equipment & Tooling Support (SETS) program, field locations, and other corporate initiatives. Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.
M&A Specialist Diedre Moire Corp.M&A SpecialistDallas, TX$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Shall: • Determine acceptability of Representations and Warranties Insurance and Transactional Risk Insurance options for Mergers and Acquisitions deals using high level financial risk analysis and negotiating with buyers and sellers.
NewProperty Adjuster Specialist - Field USAAProperty Adjuster Specialist - FieldDallas, TX$69,920–$133,620 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
NewBehavioral Health Specialist Requires LCSW or LPC or LMFT Bilingual Spanish Preferred Oak Street HealthBehavioral Health Specialist Requires LCSW or LPC or LMFT Bilingual Spanish PreferredMesquite, TX$60,522–$129,615The Behavioral Health Specialist will assess the needs of patients, make referrals to appropriate behavioral health resources and specialists, and provide short-term counseling and evidence-based treatments as indicated. The purpose of a Behavioral Health Specialist at Oak Street Health is to provide care management services and to provide evidence-based short-term psychotherapy to our patients with behavioral health needs.
NewM&A Attorney & Tax Specialist Diedre Moire Corp.M&A Attorney & Tax SpecialistDallas, TX$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers.
NewExport Specialist - Air Forward AirExport Specialist - AirEuless, TXIn addition, we offer truckload brokerage services, including dedicated fleet services, and intermodal, first and last-mile, high-value drayage services, both to and from seaports and railheads, dedicated contract and Container Freight Station warehouse and handling services. We provide expedited less-than-truckload services, including local pick-up and delivery, shipment consolidation/deconsolidation, warehousing, and customs brokerage by utilizing a comprehensive national network of terminals.
NewBehavioral Health Specialist Fellow (MSW) (LSW) [Bilingual Spanish Preferred] Oak Street HealthBehavioral Health Specialist Fellow (MSW) (LSW) [Bilingual Spanish Preferred]Mesquite, TX$46,597–$101,228This program will include time spent building your knowledge of evidence-based interventions and psychotropic medications, earning clinical supervision hours from a licensed clinical social worker, and engaging in didactic content that aims to build on, not repeat, graduate training. Oak Street Health's graduate Behavioral Health Specialist Fellowship is a 12-month paid training program that provides all the necessary skills, support, and learning required to become a highly confident and competent clinician for older adults.
NewLife Insurance Sales Agent – Multi-Level Opportunity USAALife Insurance Sales Agent – Multi-Level OpportunityPlano, TX$45,470–$105,420 / yearThis is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels.
NewCommercial Real Estate Portfolio Manager I - PRO CRE First Horizon BankCommercial Real Estate Portfolio Manager I - PRO CREDallas, 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. Work with the Client Specialist to ensure systems of record are accurate for the loan portfolio; ensure management information is reported timely and accurately; obtain satisfactory loan reviews and ensure regular reviews of borrowers and real estate projects are performed.
Regional Marketing Website Content Specialist Lennar HomesRegional Marketing Website Content SpecialistIrving, TXFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Regional Website Content Specialist drives the web presence execution and asset development for their regional hub consisting of 3-4 divisions; ensuring accurate, engaging, and high-performing digital content across Lennar.com and third-party platforms.
Regional Organic Content Specialist Lennar HomesRegional Organic Content SpecialistIrving, TXFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Regional Organic Content Specialist is a strategic driver of the brand’s organic digital presence within their 3-4 assigned homebuilding divisions; managing non-paid content across platforms like Meta, LinkedIn, TikTok, YouTube, and Google Business Profiles.
Patient Financial Specialist Lead - Patient Financial Services CHRISTUS HealthPatient Financial Specialist Lead - Patient Financial ServicesIrving, TXProvide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution while maintaining account integrity and compliance with payer and/or government regulations.
Patient Financial Specialist Senior - Patient Financial Services CHRISTUS HealthPatient Financial Specialist Senior - Patient Financial ServicesIrving, TXProvides strategic business analysis updates and information to PFS Leaders and System Director regarding operational opportunities that affect reimbursement resulting in payment delays and/or loss of revenue. Must have good technical aptitude working with a variety of MS Office products (Word, Excel, PowerPoint, Outlook) and/or ability to learn and develop more advance skills with the various applications.
Patient Financial Specialist - Patient Financial Services CHRISTUS HealthPatient Financial Specialist - Patient Financial ServicesIrving, TXActs as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor. Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems.
Financial Specialist U.S. Department of JusticeFinancial SpecialistTX$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Credit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI) PNC BankCredit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI)Dallas, 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. Analytical Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics, Decision Making, Financial Operations, Portfolio Risk, Risk AppetiteCompetencies.
Financial Specialist Lead American National Bank of TexasFinancial Specialist LeadTXAdditionally, the individual will work collaboratively with the banking center team to ensure that our customers get access to experts who can help them with specialized financial needs. The Financial Specialist Lead is responsible for driving day-to-day operational excellence by keeping the banking center in compliance with all bank policies and procedures.
Regulatory Reporting - Financial Specialist Advancial Federal Credit UnionRegulatory Reporting - Financial SpecialistDallas, TexasTake Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes). Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
Credit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI) The PNC Financial Services Group IncCredit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI)Dallas, TX$112,000–$249,600 / yearIn 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.
Financial Planning Specialist Cullen/Frost Bankers IncFinancial Planning SpecialistDallas, TXBachelor's degree • Experience in producing financial plans and working with financial planning software • Excellent written and verbal communication skills • Proficient in Microsoft computer applications • Excellent time management and organizational skills. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans.
Financial Aid Specialist II Texas Wesleyan UniversityFinancial Aid Specialist IITXThe Financial Aid Specialist II serves as the main point of contact for document intake, resolving financial aid questions, explaining students' awards, responding to email solicitations to the Financial Aid Office mailbox, assisting with all student orientations, FAFSA presentations, and assisting with all other tasks assigned. Assist with scheduling Financial Aid Meetings, ordering supplies for the office, proof-reading new materials, and other miscellaneous office duties assigned by the Director of Financial Aid or Associate Director of Financial Aid.
Senior Financial Analyst / Grants Management Specialist Essential Healthcare Solutions LLCSenior Financial Analyst / Grants Management SpecialistDallas, TXEssential Healthcare Solutions LLC is supporting Pinnacle Solutions & Consulting Group (PSCG), an SBA-Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in New Braunfels, Texas, in its search for motivated, solution-driven team players eager to embrace the responsibilities of working in a dynamic and professionally rewarding environment. This role develops Project Worksheets, supports applicant and subrecipient grant management, anchors cost analysis for disaster recovery task orders, and supports PSCG's internal DCAA-compliant financial operations.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistDallas, TX$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Senior Customer Success Specialist - Financial Audit Wolters Kluwer N.V.Senior Customer Success Specialist - Financial AuditTX$71,300–$124,500 / yearSupport customer renewals and expansion efforts by ensuring customers are renewal‑ready well in advance of contract milestones, identifying expansion opportunities based on outcomes achieved and value realized, reducing friction during the renewal process, and partnering with Sales on commercial discussions. We are looking for a Senior Customer Success Specialist to join our Tax and Accounting division and play a critical role in helping our customers-primarily public accounting firms, with a strong focus on audit practices-achieve meaningful, measurable outcomes from our products and services.
NewFinancial Ops Recovery Process Specialist Elevance Health IncFinancial Ops Recovery Process SpecialistGrand Prairie, TX$31.92–$55.07 / hourProvides operational training, assists associates by answering day-to-day technical questions, monitors inventory to ensure workflow remains uninterrupted, and handles complex case research and resolution. 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.
Financial Systems Senior Specialist AAAFinancial Systems Senior SpecialistCoppell, TexasFinancial Systems Senior SpecialistThe EPM Cloud Senior Specialist is responsible for technical operations associated with the Enterprise Performance Management (EPM), EPBCS (Planning and Budgeting) cloud technologies. You’ll support the Finance MS Access databases that impact personnel data, workforce management, strategic target planning results, and conversion of the existing processes by utilizing EPM EPBCS modules.
Financial Crimes - Transaction Monitoring Specialist, Vice President Mitsubishi UFJ Financial GroupFinancial Crimes - Transaction Monitoring Specialist, Vice PresidentIrving, TexasAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Experience with designing compliance program tuning and configuration methodologies, including what-if detection scenario analytics, excess over threshold, and sampling above/below-the-line (ATL/BTL) testing.
Financial Planning Specialist Hovnanian Enterprises IncFinancial Planning SpecialistPlano, TXIt's the homes where people will raise their child, form their most important memories, plot the course for their future, spend quality time with their grandchildren or enjoy quiet times reflecting on a life full of accomplishments. Hovnanian Companies, LLC, a subsidiary of Hovnanian Enterprises, Inc., a well-respected publicly traded company, is committed to providing an environment and programs that help our associates flourish.
IXP (Financial Services Professional) Spectrum Financial GroupIXP (Financial Services Professional)Dallas, TX$75,000–$125,000 / yearAs a Financial Services Professional, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80qualified leads per day and marketing support to help you build your client base.
Financial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDallas, TXAs 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.
Financial Services Associate Spectrum Financial GroupFinancial Services AssociateDallas, TX$75,000–$125,000 / yearAs a Financial Services Associate, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. What Makes This Role Different: No large network required: You’ll receive qualified leads and marketing support to help you build your client base.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesTX$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Field Sales Representative II, Financial Services, Google Cloud Google LLCField Sales Representative II, Financial Services, Google CloudTXAs part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners. Our teams are dedicated to helping our customers developers, small and large businesses, educational institutions and government agencies see the benefits of our technology come to life.
Financial Assistance Spec AA2ITFinancial Assistance SpecDallas, TXRemoteContacts patients by phone, mail, or electronic communication when clarification or additional documentation is required related to financial assistance applications. • Uploads, indexes, and maintains financial assistance applications and supporting documentation in electronic document management systems.
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.
Financial Planning Analyst Morgan StanleyFinancial Planning AnalystDallas, 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 key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.
NewFinancial Representative Spectrum Financial GroupFinancial RepresentativeDallas, TX$75,000–$125,000 / yearAs a Financial Representative, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80leads per day and marketing support to help you build your client base.
Merrill Advisor Development Program - Financial Advisor: Dallas Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Dallas MarketDallas, TXEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.