- Truist (Fort Worth, TX)
- …customized financial statements; Capital sufficiency and other complex custom financial planning analysis commensurate with the needs of UHNW families. ... Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process as it...a leader in proactively engaging in the growth and development of teammates within the Advice and Planning… more
- ERCOT (Austin, TX)
- …and mitigating sub-synchronous resonance issues + Experience assisting in the development of improvements to transmission planning processes and familiarity ... Guides. Provides electrical engineering analysis and technical support for the planning and operation of the electric power system. Implements appropriate system… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... including managing client needs regarding service, asset allocation, case design and financial planning * Responsible for client meeting preparation and… more
- Houston Methodist (Houston, TX)
- …project completion and align with continuous improvement goals. Serves as the primary advisor to the organization on Enterprise Resource Planning (ERP), Human ... Corporate Business Systems position is responsible for directing the development , implementation and maintenance of business applications systems. Oversees the… more
- Reckitt (Irving, TX)
- Senior Sales Administrator and Planning Excellence City: Irving **We are Reckitt** Home to the world's best loved and trusted hygiene, health, and nutrition brands. ... on the lookout for a Senior Sales Administrator and Planning Excellence to champion Reckitt's iconic Medical brands. In...support and manage priorities while acting as a trusted advisor . * Organize meetings with key stakeholders working through… more
- Charles Schwab (Westlake, TX)
- …and advisor . Participate in joint sales calls regarding Schwab's financial planning capabilities. **What you have** + CFP(R) designation required ... Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and prospects seeking advice on… more
- Thrivent Financial (San Antonio, TX)
- …you joining Thrivent's Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed.… more
- Keurig Dr Pepper (Frisco, TX)
- **Job Overview:** **Sales Planning &** **Analytics** **Analyst, Route-To-Market** This role will be based in Frisco, TX and will be hybrid (3 days in office, 2 ... forecast quarterly and annual plans and lead the process, development , and management of reporting to effectively track and...of performance and opportunities + Act as a trusted advisor on data analytics to respective RTM Senior Vice… more
- City National Bank (Houston, TX)
- …NEED TO SUCCEED?* *Required Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience ... prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist...24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- MUFG (Irving, TX)
- …the architect of the company's workforce strategy-integrating talent acquisition, leadership development , succession planning , workforce planning , and ... + Oversee GFCD-wide talent strategy including high-potential identification, leadership development , succession planning , and career architecture. + Drive… more