- Oracle (Austin, TX)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- Wells Fargo (The Woodlands, TX)
- …will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales. ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
- World Insurance Associates, LLC. (San Antonio, TX)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk ... new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Dallas, TX)
- …climate, and then crafting value-added solutions, ideas and advice. Viewed by the client as a valued business partner ( financial strategist). + Provides the ... Road, Suite 400, Dallas Texas The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors… more
- Deloitte (Houston, TX)
- …culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. + Stay ... skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate,… more
- First Horizon Bank (Houston, TX)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout… more
- Insight Global (Fort Worth, TX)
- …Economics, or a related discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial Planner (CFP) designation ... and managing model portfolios through Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to… more
- First Horizon Bank (Houston, TX)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout… more
- Deloitte (Dallas, TX)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more