- Truist (Dallas, TX)
- …CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4 . Completion of Leadership Development Program or Banking ... the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent… more
- Sage (Austin, TX)
- …and impact of our Sales, Marketing, and Partner functions. Acting as an internal consultant and change agent, you will identify and shape a portfolio of ... coverage * 401(k) retirement match (100% matching up to 4 %) * 32 days paid time off (21 personal...hire date * Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually) * Library of… more