- US Bank (Dallas, TX)
- …new skills and discover what you excel at-all from Day One. **Job Description** The Financial Planning Consultant plays a pivotal role in advancing ... financial planning adoption and excellence across US Bank Wealth Management....field leaders, and other stakeholders to elevate the client experience through planning expertise. **Key Responsibilities** Strategic… more
- US Tech Solutions (Austin, TX)
- …insights and analytical support for strategic initiatives. ** Experience :** + 5+ Years experience in Financial Planning & Analysis (FP&A) and or relevant ... will be focused on providing core data analytics and financial planning support for Cloud AI GTM... financial planning roles. + Ability / ...financial planning roles. + Ability / Experience with financial modeling of a new… more
- Burns & McDonnell (Austin, TX)
- **Description** The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to ... future challenges represented by plant retirements and renewable integration. The Transmission Planning Consultant will perform a broad range of transmission and… more
- Burns & McDonnell (Houston, TX)
- **Description** The Distribution Planning Consultant will utilize knowledge in electrical distribution planning and application of grid technologies to ... summarizing results of analysis. + Develops client presentations, engineering reviews, financial analysis, and contract administration for the design/ planning of… more
- Insight Global (Fort Worth, TX)
- Job Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner ... role serves as a subject matter expert on the financial planning process, plan development and case...- Bachelors Degree Required - 5 Years of Relevant Financial Industry Experience - Certifications: CFP, ChFC,… more
- Guardian Life (Austin, TX)
- …(BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant . We are an organization providing superior case consultation to ... help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net… more
- Deloitte (Houston, TX)
- Workday Adaptive Planning - Sr Consultant The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday ... or industry experience + 2+ years leading EPM workstreams + Experience on two Workday Adaptive Planning or similar EPM implementations/deployments +… more
- TIAA (Dallas, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to… more
- TIAA (Frisco, TX)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... is helpful (though again, not required). While the Financial Services Consultant educates and provides services...participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning +… more
- Charles Schwab (Sugar Land, TX)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client… more