• Sr. IT Internal Auditor

    House of Blues (Houston, TX)
    …paid holidays, sick time and paid days off for your birthday, Free concert tickets + WEALTH : 401(k) program with company match, Stock Program + FAMILY: New ... planning of an audit, timely on-site or remote fieldwork management , reviewing workpapers to a high standard, writing and...including paid holidays, sick time, and personal days + WEALTH : 401(k) program with company match, stock… more
    House of Blues (02/15/25)
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  • Senior Collections Manager

    DriveTime (Fort Worth, TX)
    …as you are. With that, we'll put our money where our mouth is. + Wellness Program . Health is wealth ! This program includes self-guided coaching and journeys, ... define, communicate, and implement best practices through training and development . + Motivate and Inspire team members through ...put our money where our mouth is. + **Wellness Program .** Health is wealth ! This program… more
    DriveTime (05/03/25)
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  • Financial Consultant Partner - Houston, TX…

    Charles Schwab (Houston, TX)
    …from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, ... are a licensed financial professional with a passion for wealth management , and a desire to grow...and effectively prioritize + Ability to identify new relationship development + Openness to build, refresh, and deliver financial… more
    Charles Schwab (04/24/25)
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  • Financial Advisor

    First National Bank of Omaha (Plano, TX)
    …with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management : Deliver solutions across savings, investments, planning, and insurance ... Health and Variable Contract insurance licenses. + Previous successful business development activities and effective relationship management experience. + Proven… more
    First National Bank of Omaha (05/03/25)
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  • Healthcare & Life Sciences Industry Vertical…

    WTW (Dallas, TX)
    …outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ colleagues, oversees ... and develops our talent. Retains our existing clients by ensuring effective management and deployment of staff to effectively produce client deliverables. +… more
    WTW (03/26/25)
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  • Account Executive Fi360 - Direct to Advisors Sales…

    Broadridge Financial Solutions (Coppell, TX)
    …to join our dynamic team! At Broadridge you will work with the largest wealth and retirement organizations in the US and abroad introducing and evangelizing our ... collaboration meetings and attending industry conferences. Responsibilities: + Sales pipeline management + Generate and qualify new leads through phone, email and… more
    Broadridge Financial Solutions (04/04/25)
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  • Relationship Banker

    First Horizon Bank (Houston, TX)
    …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development ** + Proactive Sales Engagement: Engage clients in consultative… more
    First Horizon Bank (04/23/25)
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  • Senior Tax Associate

    HUB International (Dallas, TX)
    …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... senior tax associate is to work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and… more
    HUB International (03/04/25)
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  • Client Outreach Retention Consultant

    TIAA (Dallas, TX)
    …Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated ... Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development , Client Relationship Management , Collaboration, Consultative Communication,… more
    TIAA (05/01/25)
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  • Advisor Consultant

    Nuveen Investments (TX)
    …analyze and prioritize large amounts of information Related Skills Business Development , Capital Markets, Client Relationship Management , Client Segmentation, ... performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across… more
    Nuveen Investments (04/23/25)
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