- US Bank (Dallas, TX)
- …investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a ... due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and… more
- Atria Wealth Solutions (Fort Worth, TX)
- Join a Winning Team ! CUSO Financial Services , LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and ... Work with Financial Center Managers to identify and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and… more
- Huntington National Bank (Addison, TX)
- Description Job Description: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business ... sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from...In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance… more
- Huntington National Bank (Addison, TX)
- Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury ... sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from...In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance… more
- Alight (TX)
- …Learn more at careers.alight.com (https://careers.alight.com/us/en) . The Alight Professional Benefit Advisor is responsible for enrolling client employees in ... state in addition to other necessary states based on client needs. Alight will provide each Benefits Advisor...outstanding enrollment issues; inclusive of direct contact with internal client management team to resolve system issues… more
- TIAA (Frisco, TX)
- …well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. **Key Responsibilities ... a robust array of resources and solutions, The Wealth Advisor is part of a team who...implements strategic and tactical plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying… more
- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading financial ... Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. With competitive compensation, excellent benefits,...role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You… more
- First National Bank of Omaha (Frisco, TX)
- …for clients' needs. + ** Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. + ... and third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor , offering… more
- Black & Veatch (Dallas, TX)
- …market share by providing world-class water & wastewater infrastructure planning and design services for large projects and programs._ **The Team ** Founded in ... **Senior Project Manager and Technical Advisor - Dallas/Fort Worth TX Hybrid** Date: Aug...critical infrastructure in the energy, water, telecommunications and government services markets, Black & Veatch has a long-standing reputation… more
- Optiv (Houston, TX)
- … client business review sessions to articulate and represent Optiv Cyber Operations service delivery to the client , and how this delivery meets outcomes ... The Security Operations Advisor , or as we call them internally Technical...clients ongoing security needs and assist the Cyber Operations service delivery teams to cover all client … more