- World Insurance Associates, LLC. (Houston, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... While a Bachelor's degree or equivalent work experience is preferred , not having completed a Bachelor's degree does not...run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- McKinstry (Dallas, TX)
- …commercialization. This role will lead cross-functional alignment, shape capital investment strategies, and ensure new programs are operationally and financially ... competitiveness. + **Executive Collaboration and Governance:** Serve as a strategic advisor to the Senior Vice President and executive leadership team, ensuring… more
- JPMorgan Chase (Plano, TX)
- …dynamic Business Management team, where innovation meets strategy. As a trusted advisor , you'll play a pivotal role in expanding our business supporting fast-growing ... Ability to work independently and collaboratively in a fast-paced environment. ** Preferred qualifications, capabilities and skills** + Experience working with or… more
- Deloitte (Dallas, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more
- Deloitte (San Antonio, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more
- JPMorgan Chase (Plano, TX)
- …of influence to pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment processing ... to accomplish business objectives and follow through with commitments ** Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance… more