• Individual Financial Consultant

    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 (12/24/25)
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  • Virtual Financial Consultant…

    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
    Nuveen Investments (12/24/25)
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  • Financial Project Management…

    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
    Deloitte (12/21/25)
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  • Financial Consultant I

    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
    MetLife (12/25/25)
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  • NetSuite Consultant - Finance & Accounting

    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
    OSI Digital (12/03/25)
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  • Business Consultant

    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
    Sedgwick (12/20/25)
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  • Personal Financial Counselor, PFC - Fort…

    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
    Magellan Health Services (10/30/25)
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  • Financial Professional - Retirement…

    Equitable (Fort Worth, TX)
    …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - TX,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
    Equitable (11/26/25)
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  • Advanced Planning Consultant

    Insight Global (Fort Worth, TX)
    Job Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with ... plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and...role serves as a subject matter expert on the financial planning process, plan development and case design, and… more
    Insight Global (12/09/25)
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  • Wealth Management Associate - TX: Fort Worth,…

    Equitable (Fort Worth, TX)
    …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
    Equitable (12/04/25)
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