• Associate - FAS

    Huntington National Bank (Dallas, TX)
    Description Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an ... over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully...offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help… more
    Huntington National Bank (08/22/25)
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  • Licensed Investment Principal - Series 24 Required

    TEKsystems (Fort Worth, TX)
    …of cross-training and career development Skills series 7, series 63, series 24, financial services , computer skills Top Skills Details series 7,series 63,series ... industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update including money movements...24, financial services Additional Skills & Qualifications Handling… more
    TEKsystems (09/04/25)
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  • Sales Executive, Cards

    Fiserv (Dallas, TX)
    …gaining trusted advisor status. + Experience in technology software or services sales to large accounts. + Bachelor's degree or equivalent military experience. ... to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come… more
    Fiserv (08/21/25)
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  • Relationship Manager

    Fiserv (Frisco, TX)
    …have:** + 5+ years of experience delivering, selling, and managing accounts in the financial services or banking sector. + 3+ years of experience managing aP&L. ... be great to have:** + Extensive experience in relationship management within the financial services industry. + Familiarity with Fiserv's product and service… more
    Fiserv (09/05/25)
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  • FP&A Sr Analyst

    CBRE (Dallas, TX)
    FP&A Sr Analyst Job ID 235790 Posted 02-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Dallas - Texas - ... CBRE's Advisory Finance Team is seeking a dynamic Senior Financial Analyst to join their team. As a core...for CBRE. + **Business Partnership:** Serve as a trusted advisor to business partners. Collaborate closely with them, as… more
    CBRE (08/30/25)
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  • Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …professional field (ie accounting, law, tax, etc.). 2. Graduate degree in business, financial services , accounting, law, or other related discipline. 3. Five ... adding to the collective expertise of the group, educating teammates, and improving service , processes, and systems. Will assist the wealth team members on the most… more
    Truist (08/08/25)
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  • Senior Technical Lead, Energy Efficiency…

    RE Tech Advisors LLC (Dallas, TX)
    …the development and delivery of RE Tech's energy efficiency and decarbonization services in the built environment. This role requires direct client engagement to ... and capital planning activities. Lead efforts to standardize, streamline, and enhance service offerings under your purview, leveraging deep technical expertise and a… more
    RE Tech Advisors LLC (09/07/25)
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  • Commercial Originator

    Entergy (The Woodlands, TX)
    **Work Place Flexibility:** Hybrid **Legal Entity:** Entergy Services , LLC **This is a hybrid position in The Woodlands, TX. Sponsorship and relocation assistance is ... be Commercial Originator, Commercial Originator, Sr or Comm Originator, Sr Advisor depending on the selected candidate's level of qualification** **Job… more
    Entergy (08/23/25)
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  • Salesforce Senior Consultant (Consulting)

    SolomonEdwards (Austin, TX)
    …Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial , operational, and technology consulting and ... as a consulting contractor._ **Essential Duties:** . Lead Salesforce implementations and managed services projects across Sales and Service Cloud. . Gather and… more
    SolomonEdwards (08/28/25)
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  • Major Accts Talent District Mgr

    ADP (Houston, TX)
    ADP is hiring a **Workforce Management** **Sales Representative , Major Accounts.** + **_Are you ready to control your financial future with unlimited upside ... here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens… more
    ADP (08/21/25)
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