• Dallas Internal Audit & Financial Advisory…

    Robert Half (Dallas, TX)
    …Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... You: Protiviti is looking for an Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to join our growing Financial Services team.… more
    Robert Half (05/31/25)
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  • Advice Consultant - Workplace Advice Team

    Charles Schwab (Austin, TX)
    …have. + Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA , pension/trust compliance , DC and DB plans + Prefer 5+ years ... best in class service, technology, products, people and advice. The Advice Consultant will work with new and existing retirement plan services participants to… more
    Charles Schwab (05/31/25)
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  • Advice Consultant - Sr, Specialist

    Charles Schwab (Austin, TX)
    …+ Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA , pension/trust compliance , DC and DB plans + Prefer 3+ ... **What you'll do:** As part of the Workplace Advice Team, the Advice Consultant will work with new and existing Workplace Financial Services participants to provide… more
    Charles Schwab (05/25/25)
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  • Institutional Trust Relationship Consultant

    Regions Bank (Dallas, TX)
    …of the system. **Job Description:** At Regions, the Institutional Trust Relationship Consultant retains and develops relationships and associated revenue for a group ... Participates in client facing sales presentations + Performs duties in compliance with Corporate Policies and Procedures and Institutional Services Program Documents… more
    Regions Bank (04/19/25)
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