- Kyndryl (Austin, TX)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused… more
- Charles Schwab (Westlake, TX)
- …under a condition of employment within the first 120 days)_ + College for Financial Planning designations (CFP, AAMS, AWMA, etc..) are preferred + 5+ years' ... center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are...with the education and tools to trade globally. International Financial Consultants manage a practice of HNW international clients… more
- ServiceNow, Inc. (Austin, TX)
- …solution design. They will have demonstrated the ability to become a trusted advisor to senior executives and facilitate customer success from strategic or annual ... planning functions including business value identification, road mapping, as...software or Cloud company + Experience working in the Financial Services industry + 3+ years of experience in… more
- Lincoln Technical Institute (Grand Prairie, TX)
- Lead the school in the daily operation of the Financial Aid Department to ensure all incoming students are accurately and completely packaged. Assist in planning ... , directing, implementing, and monitoring the timely processing of Financial Aid in accordance with federal and/or state regulations and Company policy. Lead the… more
- Kestra Financial (Bellaire, TX)
- We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a ... Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 and 65,… more
- CVS Health (Austin, TX)
- …cycle management of product lines/products, including purpose, definition, design, planning , development, prototyping and testing. Design thinking methodology is at ... data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- Thrivent Financial (Austin, TX)
- …record of attracting, selecting, and developing financial advisors. + Experience hiring financial advisor on teams. + Once financial advisors are ... and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the...understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record… more
- Edward Jones (Arlington, TX)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- Edward Jones (Dallas, TX)
- …a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? ... What about a deep understanding of the Financial Advisor role and serving clients? If...a strong background in the many complex needs of financial planning as well as a deep… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to...(CRM) software, or similar contact management software. + Goal planning software. + Excel, including developing spreadsheets as needed… more