- World Insurance Associates, LLC. (Houston, TX)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- First Horizon Bank (Houston, TX)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. + Proactive Client Outreach: ... loan options, opening deposit accounts, and taking loan applications. + Client -Centric Financial Advice: Through a consultative approach, provide personalized… more
- Bank of America (Dallas, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the...Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing… more
- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients ( private equity and ... clients in sector 3. Responsible for gaining understanding of client 's strategy, financial objectives, risk tolerance and...6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.… more
- RE Tech Advisors LLC (Dallas, TX)
- …replacements and capital-intensive retrofit projects from client vendors; advise client teams on technical feasibility, anticipated financial and operational ... engineering, technology, and sustainability. RE Tech has a progressive and ambitious client base that includes numerous commercial real estate portfolios, private… more
- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Austin, 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
- First Horizon Bank (Dallas, 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)
- …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
- Robert Half Finance & Accounting (Dallas, TX)
- …investment entities. Prepare monthly, quarterly and annual portfolio level consolidated financial statements and other client reporting. Responsible for ... and Accounting has teamed up with a multi-billion dollar private equity investment fund to assist in the recruitment...oversight of fund level reporting and coordination of client equity contributions and distributions. Perform intensive review of… more