- First National Bank of Omaha (Plano, TX)
- …to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of ... customers. + Client Relationship Management: Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning solutions.… more
- Truist (Fort Worth, TX)
- …and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance . Works within the existing audit, compliance ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- USAA (San Antonio, TX)
- …activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you'll have:** ... makes us special and impactful. **The Opportunity** As a dedicated **Director, Business Advisor ** , you will lead a team responsible for providing business planning… more
- First National Bank of Omaha (Frisco, TX)
- …customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning ... solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. + **Holistic Wealth Management:** Deliver solutions across savings, investments,… more
- Sedgwick (Dallas, TX)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and ... support for investigation, and reviewing attorney invoices; monitors counsel for compliance with client guidelines. + Uses appropriate cost containment techniques… more
- USAA (San Antonio, TX)
- …activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + ... us special and impactful. **The Opportunity** As a dedicated **Advocacy Advisor -Intermediate** , you will within defined guidelines and framework, provide timely,… more
- Sedgwick (Fort Worth, TX)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To serve as the subject matter ... business for new or existing clients ensuring product quality and regulatory standards compliance . **ESSENTIAL RESPONSIBILITIES MAY INCLUDE** + Acts as the SME of a… more
- Shell (Houston, TX)
- …advice to the business when negotiating complex contractual arrangements. The Contracts Advisor reports to the Contracts Team Lead Derivatives and supports the ... Reporting agreements, Broker agreements, Service Level Agreements etc. ensuring compliance with both regulatory and Shell-mandated requirements. + Providing advice… more
- Regions Bank (Dallas, TX)
- …call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all ... of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined… more
- USAA (San Antonio, TX)
- …+ Identify, assess, and handle risks associated with benefit programs, following all risk and compliance policies. **What you have:** + Bachelor's degree; OR ... makes us special and impactful. **The Opportunity** As a multifaceted **mid-level Benefits Advisor ** , you'll play a vital role in shaping the employee experience! A… more