- Republic Finance, LLC (Plano, TX)
- …act as a trusted advisor to key partners. Find opportunities to enhance financial planning and analysis processes and systems. Enhance methodologies to ... business and will transform Republic Finance into a modern, fast-growing company! The Financial Planning & Analysis Director plays a critical role in the … more
- Truist (Dallas, TX)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- NTT America, Inc. (Plano, TX)
- …real options, valuation) to justify investments. + Develop value propositions, lean financial models (TAM, unit economics), trend analysis , competitive research, ... and forward-thinking organization, apply now. We are currently seeking a Lead/Strategic Advisor to join our team in Plano, Texas (US-TX), United States (US).… more
- TIAA (Dallas, TX)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. ... + Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software + Understanding of economic and accounting… more
- PNC (Houston, TX)
- …Maintaining Trust, Influencing Through Expertise, Loan Review, Organizational Governance, Planning and Organizing, Regulatory Environment - Financial Services ... to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The… more
- First Horizon Bank (Dallas, TX)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... minded senior internal auditor with a deep understanding of banking and financial risk management; + provide critical assurance and advisory services on the… more
- Comerica (Houston, TX)
- …Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, and risk management ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically… more
- Halliburton (Houston, TX)
- US-Houston-R415-ESG-Tech Advisor -Completions-200520 Date: Aug 20, 2025 Location: Houston, TX, US, 77032 EMPLOYER: Halliburton energy services, inc. Job Title: Tech ... Advisor -Completions Job Location: 3000 N. Sam Houston Parkway East,...East, Houston, TX 77032 Duties: Responsibilities include: Responsible for planning , directing, and coordinating engineering efforts in the delivery… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... and impactful. **The Opportunity** The Business Risk and Controls Advisor Senior is positioned in the first line of...of established business controls. + Responsible for risk data analysis , report preparation and trend analysis , utilizing… more