- World Insurance Associates, LLC. (Dallas, TX)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- JPMorgan Chase (Houston, TX)
- …strongly preferred or equivalent work experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of goals based planning… more
- Bank of America (The Woodlands, TX)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Vistra (Irving, TX)
- …Legal tax advisor for broad range of Company activities including corporate development projects, power plant and retail operations advice, legal, treasury and ... minimization efforts for all type of taxes Tax audit, appeals and litigation advisor for federal and multistate income tax, multistate transaction taxes, state and… more
- Sharecare (Austin, TX)
- …and relationship building skills. The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related solutions ... everyone. To learn more, visit www.sharecare.com. **Job Summary:** Sharecare Provider Solutions is the leader in providing secure electronic exchange, delivery and… more
- Wells Fargo (Irving, TX)
- …including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal ... individual to increase product penetration by delivering specialty credit products to Corporate & Investment Banking clients and partnering with coverage teams to… more
- Deloitte (Austin, TX)
- …growing organization within Deloitte? Do projects that involve managing corporate governance, legal entity simplification and reviewing governance structures excite ... events. The Legal Entity Management team specifically focuses on corporate document assessments, annual compliance and management of ...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more
- JPMorgan Chase (Plano, TX)
- …review prior to commencement of employment. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... Serve as a trusted advisor on a range of legal and regulatory...are intellectually curious and have a passion for driving solutions , you may be the perfect fit for our… more
- JPMorgan Chase (Plano, TX)
- …interpret data inputs for presentation development JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... Product and Technology teams within Global Banking, establishing yourself as a trusted advisor . As a Global Banking Finance & Business Manager, Vice President within… more
- CIBC (Houston, TX)
- …fuels, among other emerging low-carbon solutions . CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure Journal Global ... simple to bring together great minds to create innovative solutions that make a difference for our clients. +...40 **Skills** Analytical Thinking, Capital Markets, Company Due Diligence, Corporate Finance, Due Diligence, Financial Analysis, … more