UNKNOWN

FEED

Deliver financial advice and portfolio guidance while educating clients on relevant Vanguard funds, products, services, and investment principles to help them make informed financial decisions. Build and maintain knowledge of financial planning, capital markets, investment products, and industry developments to strengthen the advice and guidance provided to clients.

The Vanguard Group

Financial Advisor

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This role involves marketing, evaluating, negotiating, and monitoring a portfolio of loans and depository accounts while ensuring clients'' wealth management needs are met through collaboration with other divisions and experts within the organization. Essential Functions: Initiates and cultivates relationships with new and existing private banking clients through active marketing efforts, including calls, visits, community involvement, and entertainment.

Broadway Bank

Private Banker II- Dallas

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You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.

YEAR

Deloitte

Tax Manager - Mutual Funds

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This requires focus on the marketing activities necessary to generate mortgage loan referral activity from Prosperity Banking Centers, realtors, home builders, financial planners, networking groups, trade associations and personal sphere of influence. The MLO will discuss relevant mortgage related facts and issues with applicants concerning ability to repay, bank credit policy and documentation necessary to present to underwriting for credit decision.

Prosperity Bank

Mortgage Loan Officer (Full Time) - Dallas

With a firm belief that every person and community should have access to the best possible care, Getinge provides hospitals and life science institutions with products and solutions aiming to improve clinical results and optimize workflows. Work cooperatively with sales specialists and service personnel to formulate strategies, tactics and action plans for comprehensive and optimum account penetration, and for equipment, consumables and services bundling opportunities.

Getinge Group

Territory Manager, Biopharma

Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. As a Fundraising Traveling Director for the Alzheimer's Association Do What You Love to End ALZ, you'll put your sales and relationship management skills to work, growing do-it-yourself peer-to-peer fundraising, inspiring participants to turn what they love into a fundraiser, and building strategic connections with community leaders and corporate partners.

Our Vision: A World without Alzheimer’s Our Mission: To Eliminate Alzheimer’s disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health Our historyIn 1979, Jerome H. Stone and representatives from several family support groups met with the National Institute on Aging to explore the value of a national, independent, nonprofit organization to complement federal efforts surrounding Alzheimer's disease. That meeting resulted in the April 10, 1980, formation of the Alzheimer's Association with Mr. Stone as founding president. Today, the Association reaches millions of people affected by Alzheimer’s across the globe through our national office and more than 75 local chapters. As the largest donor-supported, voluntary health organization for Alzheimer’s, the Association is a catalyst for advancements in Alzheimer's research and care. Together, we can change the future of Alzheimer’s. We enhance care and support The Alzheimer’s Association works on a global, national and local level to enhance care and support for all those affected by Alzheimer’s and related dementias. We are here to help. We advance research As the largest non-profit funder of Alzheimer's research, the Association is committed to accelerating progress of new treatments, preventions and ultimately, a cure. Through our partnerships and funded projects, we have been part of every major research advancement over the past 30 years. Visit our online Research Center. We advocate The Association is the leading voice for Alzheimer's disease advocacy, fighting for critical Alzheimer's research, prevention and care initiatives at the state and federal level. We diligently work to make Alzheimer’s a national priority. Join our effort.

Alzheimer's Association

Fundraising Traveling Director - Do What You Love To End ALZ

Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. As a Traveling Director for the Alzheimer's Association Do What You Love to End ALZ, you'll put your sales and relationship management skills to work, growing do-it-yourself peer-to-peer fundraising, inspiring participants to turn what they love into a fundraiser, and building strategic connections with community leaders and corporate partners.

Traveling Director - Do What You Love To End ALZ

As a Fundraising Traveling Director for the Alzheimers Association Do What You Love to End ALZ, youll put your sales and relationship management skills to work, growing do-it-yourself peer-to-peer fundraising, inspiring participants to turn what they love into a fundraiser, and building strategic connections with community leaders and corporate partners. Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing.

Fundraising Traveling Director - Do What You Love to End ALZ

FULL_TIME

Northwestern 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.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

[AW]-iCims

Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.

Industry leading service that puts our memberships' needs first. We're dedicated to the financial well-being of members of the military and their families for generations to come. That's why we provide a variety of financial products and best-in-class service to help our members achieve their financial goals and plan for the future. Our history continues to drive our purpose. USAA began in 1922 with 25 Army officers who offered to insure each other's vehicles when no one else would. Today, their tiny organization has grown into a respected institution offering a full range of financial products to millions of members. We believe they'd be pleased to know that USAA remains true to their founding values of service, loyalty, honesty and integrity. In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other's vehicles, they could not have imagined that their tiny organization would one day serve over 8 million members and become one of the only fully integrated financial services companies in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.

USAA

Manager, Retirement Income - Life Company

We're higher education's largest campus retailer and a hub for school spirit and community as we operate nearly 1,200 local campus stores and over 1,600 virtual stores across the continent. Demonstrates strong knowledge of Follett systems and strategies (Included Program, Academic Tools, System Integrations, etc.), the industry, and the competitive landscape to execute initiatives, drive profitable sales, and control expenses.

HOUR

Follett

Visual Merchandising Team Manager - UTD Bookstore

Deloitte Touche Tohmatsu Ltd

Proactively source, cultivate, and develop residential mortgage loan business from a network of external referral sources, including but not limited to, real estate agents, builders, developers, financial planners, and personal spheres of influence. Mortgage Consultant is responsible for generating residential mortgage loan volume by proactively sourcing and developing external business relationships within the real estate and local communities.

CommunityAmerica Credit Union

Sr. Mortgage Consultant

For someone looking to expand their expertise in complex financial planning and advance toward greater advisory responsibility, this role offers meaningful client exposure, collaboration with experienced advisors, and long-term career advancement without the pressure of sales quotas or business development requirements. We are working with an independent, fee-only wealth management firm seeking their next Wealth Advisor to support high-net-worth individuals and families, including entrepreneurs, business owners, and real estate investors.

Ross Recruiting

Wealth Advisor

Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).

Frost Bank

Private Banking Officer II

Working collaboratively with Conference Services, Operations, Culinary, Front Office, and Revenue Management, the Executive Meeting Manager ensures every meeting is executed with precision while identifying opportunities to expand business, strengthen client relationships, and position Fairmont Dallas as the preferred destination for corporate meetings and group events. As part of our Sales & Marketing team, the Executive Meeting Manager plays a vital role in cultivating client relationships, driving group business, and delivering seamless meeting experiences that reflect the Fairmont brand.

Accor Hotels

Executive Meeting Manager

Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.

Cullen/Frost Bankers Inc

Financial Advisor II

Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).

Who you are: As a Financial Advisor III, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.

Financial Advisor III

This role partners closely with sales, customer service, production, and warehouse teams to ensure product availability, maintain inventory integrity, and support customer requirements. In exchange for their hard work, we support our people with a family-friendly work environment, a commitment to promoting from within, unique benefits that go beyond just medical and dental, and a belief that every employee deserves a productive life outside of work.

Sales Planner Jobs in Dallas, TX

Financial Advisor The Vanguard Group

Private Banker II- Dallas Broadway Bank

Tax Manager - Mutual Funds Deloitte

Mortgage Loan Officer (Full Time) - Dallas Prosperity Bank

Territory Manager, Biopharma Getinge Group

Fundraising Traveling Director - Do What You Love To End ALZ Alzheimer's Association

Traveling Director - Do What You Love To End ALZ Alzheimer's Association

Fundraising Traveling Director - Do What You Love to End ALZ Alzheimer's Association

Financial Advisor Northwestern Mutual

Manager, Retirement Income - Life Company USAA

Visual Merchandising Team Manager - UTD Bookstore Follett

Tax Manager - Mutual Funds Deloitte Touche Tohmatsu Ltd

Sr. Mortgage Consultant CommunityAmerica Credit Union

Wealth Advisor Ross Recruiting

Private Banking Officer II Frost Bank

Executive Meeting Manager Accor Hotels

Financial Advisor II Cullen/Frost Bankers Inc

Private Banking Officer II Cullen/Frost Bankers Inc

Financial Advisor III Cullen/Frost Bankers Inc

National Account Specialist Mohawk Industries Inc

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