- Fiserv (Frisco, TX)
- …come make a difference at Fiserv. **Job Title** Technical Project Manager - Advisor I **What does a successful Fiserv Project Manager do?** Within Professional ... and monitoring large-scale scope and budget projects. Previous experience with client -facing projects that span multiple business units or functional areas is… more
- Texas Veterans Commission (Odessa, TX)
- …Our Rural Veterans Career Advisors conduct interviews to assess Veteran client needs, disseminate information regarding employment and training programs, and ... **TEXAS VETERANS COMMISSION* **Title:** *TVC - Rural Veterans Career Advisor (CP) - (Veterans Services Representative I)* **Location:** *Texas-Odessa* **Requisition… 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
- Oracle (Austin, TX)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- JPMorgan Chase (Plano, TX)
- …experience. This is the team for you. **Job Summary** As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- JPMorgan Chase (Plano, TX)
- …future of travel while taking your career to new heights! As a Travel Advisor , you will support both internal and external customers with questions related to travel ... holding a high regard for accuracy. + Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge… more
- Edward Jones (Granbury, TX)
- …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- H&R Block (Austin, TX)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... this consultative role, you will work closely with a Client Care Specialist, who ensures clients are fully prepared...complex tax topics, embrace technology, and adapt to each client 's unique needs will be key to your success.… more
- PNC (Dallas, TX)
- …value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by delivering ... and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Dallas,… more
- Vanguard (Dallas, TX)
- …to grow your career in advice, we encourage you to apply! Responsibilities: + Client Engagement: Identify client needs and collaborate with internal partners to ... risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and high satisfaction… more