- PNC (Houston, TX)
- …to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in ... strategic and tactical changes in allocation based on each client 's unique needs, and supporting the development of new...with investment objectives that have been developed with the client . Depending on line of business, may provide specialized… more
- Cushman & Wakefield (Dallas, TX)
- **Job Title** Financial Advisor (CPA preferred) **Job Description Summary** Candidate to join a USA based Financial Advisory and Consulting team that specializes in ... explain the basis of the analyses for use in client presentations, proposals and/or reports + Participates with C&W...Participates with C&W brokers, or other C&W professionals, in client meetings to present and discuss analyses as needed,… more
- Sedgwick (Dallas, TX)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and ... and reviewing attorney invoices; monitors counsel for compliance with client guidelines. + Uses appropriate cost containment techniques including strategic… more
- Texas Veterans Commission (Midland, TX)
- …and family members to record and assess benefits information to determine client eligibility. . Applies and interprets VA laws, including veterans' case law, ... Document all services provided into the case management system daily and maintain client files. . Responsible for the management of daily workload through the… more
- Acosta Group (San Antonio, TX)
- **Sales Advisor - Sony Military** Location**TX - SAN ANTONIO** **Is today's consumer technology a passion of yours? Are you energized by interacting with people?** ... in consumer electronics. This dedicated specialist will represent our multinational client , Sony(R), and their premier line of televisions, sound bars, headphones… more
- Charles Schwab (Austin, TX)
- …this role to work on site in the specified locations.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array… more
- Equitable (Austin, TX)
- Entry Level - Financial Advisor - TX, Austin (3888) ( 2000019X ) **Primary Location** : UNITED STATES-TX-Austin **Organization** : Equitable Advisors **Description** ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
- Phillips 66 (Houston, TX)
- **Phillips 66 & YOU - Together we can fuel the future** As the **Senior Advisor , Talent Management,** you will play a pivotal role in designing and implementing our ... communication, interpersonal, presentation, and facilitation skills + Consulting skills ( client service orientation, conflict resolution, analysis/synthesis of information, negotiation,… more
- Robert Half Finance & Accounting (Houston, TX)
- Description We have an exciting opportunity for a Financial Advisor to join a Financial Planning firm! Option to work fully remote, hybrid or in office as well as ... Higher Payouts with a simple grid Primary Responsibilities: + Develop a client base by building lasting, meaningful relationships + Conduct meetings with… more
- KBR (Houston, TX)
- Title: Sr. Technical Advisor - Mechanical Position Description Summary: Under broad direction, supervises and leads a group of engineers. Provides technical & task ... and Purchasing experience required. Understands the business side of projects including: + Client Relations + Schedule + Cost + Contracts + Project Management +… more