- Navy Federal Credit Union (Dallas, TX)
- …products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages ... moderate to high-dollar volume and moderate to complex member bases. This position is eligible for TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Neuberger Berman (TX)
- …5-10 client meetings per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + ... **Summary** The RIA Client Advisor is responsible for furthering the growth of...profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time… more
- Truist (Austin, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Vanguard (Dallas, TX)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified...strategies, and additional financial planning support. + Develop personalized investment strategies and deliver financial planning guidance for the… more
- NTT DATA North America (Plano, TX)
- …organization, apply now. We are currently seeking a Strategy Planning Strategic Advisor to join our team in Plano, Texas (US-TX), United States (US). ... **Strategy & Planning Advisor - State, Local & Education (SLED) Business Unit**...Provide insights and recommendations that inform go-to-market approaches and investment decisions. + **Performance Management** + Develop and maintain… more
- Humana (Austin, TX)
- …at the center of everything it does. The Long-term Growth Strategy Advisor (Distribution) provides data-based strategic direction to identify and address business ... support for the Enterprise Growth vertical. The Long-term Growth Strategy Advisor 's work involves complex assignments performed without direction where the analysis… more
- Enverus (Houston, TX)
- Segment Director/ Advisor , Power Markets | Utilities Why YOU want this position At Enverus, we're committed to empowering the global quality of life by helping our ... more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial… more
- Marathon Petroleum Corporation (Houston, TX)
- …objectives. This role will serve as a strategic thought partner to senior leadership, influencing investment decisions and guiding commercial transformation ... a collaborative team environment. Position Summary The Lead Commercial Strategy Advisor will drive the development and execution of high-impact commercial… more
- BP Americas, Inc. (Houston, TX)
- …that is reliable, affordable, and sustainable for all. **About the role** The Senior Business Development & Commercial Land Advisor will be responsible for ... believe in a reliable and predictable regulatory environment to support continued investment and innovation. We are actively engaged in shaping policies that ensure… more
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