- Nuveen Investments (TX)
- …product suite. + Conduct discovery work to review the opportunities within our client 's asset allocation and determine Nuveen investment solutions that may fit ... The Advisor Consultant will manage a defined territory (set...region. The position will be responsible for maintaining current client assets, cross selling producing advisors and converting prospects… more
- First National Bank of Omaha (Plano, TX)
- …and third-party referrals, growing relationships with new and existing customers. + ** Client Relationship Management:** Serve as a trusted advisor , offering ... and insurance to support clients' wealth preservation and long-term goals. + ** Solution Identification:** Recognize and transform client needs into relevant… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... presentation and sales skills that establish the WA as a trusted, client -focused, financial advisor with capabilities to serve affluent clients, including… more
- Black & Veatch (Fort Worth, TX)
- …systems + Excellent verbal and written communication skills and comfort in a client -facing role discussing technical topics and solutions + Experience providing ... **Senior Project Manager and Technical Advisor - Dallas/Fort Worth TX Hybrid** Date: Apr...Texas and the central region_** **.** As an employee-owned, global leader in building critical infrastructure in the energy,… more
- NTT America, Inc. (Plano, TX)
- …organization, apply now. We are currently seeking a Digital Architect Pre-Sales Lead Advisor to join our team in Plano, Texas (US-TX), United States (US). NTT ... overall strategy and tailored offerings based on current market trends and client needs. The Digital Pre-Sales Technical Architect is responsible for developing and… more
- Thrivent Financial (Dallas, TX)
- …and start to build a book of business. With access to a large existing client base and supported by Thrivent's unique focus on community engagement, the work you'll ... this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians and...and programs + Have access to a large existing client base , and have the ability to help… more
- JPMorgan Chase (Plano, TX)
- …abilities. **Preferred Qualifications, Capabilities, and Skills** + Previous HR Business Advisor experience. + Experience in a global matrix organization. ... Join our team as an HR Business Advisor (HRBA), where you will play a crucial...data and reporting to understand trends and facilitate metrics-driven client decisions. + Ensure appropriate controls are in place… more
- Thrivent Financial (Fort Worth, TX)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- Black & Veatch (Houston, TX)
- **Senior Technical Advisor - Dams** Date: May 1, 2025 Location: Golden, CO, US US Company: Black & Veatch Family of Companies We believe real value is powered by the ... an expanded perspective and the ability to find better solutions for our clients. **Company :** Black & Veatch...**Req Id :** 107814 **Job Title :** Senior Technical Advisor - Dams **Location :** PJGOLDEN, USHYBRID **Business Unit… more
- JPMorgan Chase (Plano, TX)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are...and help to maintain those relationships * Utilize a " solution -oriented" mindset to work towards best possible outcomes for… more