- Usaa (Plano, TX)
- …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. If ... Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income… more
- Usaa (Plano, TX)
- …button. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... The Opportunity The IntermediateLife Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs,… more
- Usaa (Plano, TX)
- …At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. Scroll ... Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income… more
- Nuveen Investments (Dallas, TX)
- The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals ... advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the… more
- Nuveen Investments (Dallas, TX)
- **Virtual Financial Consultant Multi-lingual** The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all ... participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job… more
- Deloitte (Fort Worth, TX)
- …in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant , you will have the ability to share new ... ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project...coordination and management + 3+ years of experience in Financial Consulting + 3+ years of experience with various… more
- MetLife (Dallas, TX)
- …their dependents. Key Responsibilities: * Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and ... various billing methods: Responsible for the development of customer financial reports, including data and trend analysis: * Manages the timely delivery of client… more
- OSI Digital (Dallas, TX)
- …+ NetSuite Suite Foundation Certification (Required) + Additional NetSuite certifications (eg, Financial User, ERP Consultant ) are a plus. Nice to Have: ... Role: NetSuite Consultant - Finance & Accounting Location: Dallas,TX Job Responsibilities...eliminations + Budgeting and forecasting + Period setup and financial close processes + Design and implement custom reports… more
- Sedgwick (Fort Worth, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Business Consultant **PRIMARY PURPOSE** **:** To lead ... the business analysis efforts for managing and optimizing communication templates across the organization. This role combines business analysis expertise with technical proficiency in Java, ensuring templates are accurate, compliant and seamlessly integrated… more
- Magellan Health Services (Fort Worth, TX)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
