- TIAA (Dallas, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... + Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank...and service requests. + Utilizes knowledge of tax and investment strategies to inform financial advice based… more
- Truist (Dallas, TX)
- …of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and ... CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. Completion of Leadership Development Program or… more
- Affinius Capital (San Antonio, TX)
- …development and re-development opportunities for Affinius Capital ("Affinius") and its investment partners in Mexico. This role will help represent the ... ensure project completion in a timely manner and the financial health of the project from development to closeout...other consulting services agreements related to the project (roof consultant , concrete consultant , materials testing, etc.). +… more
- Amazon (Austin, TX)
- …Able to make tradeoffs between short term customer needs and longer-term strategic investment . * Implement and track metrics to record the success and quality of ... to resolve Seller issues and questions quickly with high quality. * Play a " consultant " role with oversight of key strategic activities that are underway for the… more