- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the right ... person. This person will report to the Lead Advisor and be the primary contact for customer relationship...large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning +… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate / Service Advisor reports to the Lead Advisor ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...planning software * Learn the technical aspects of the advisor position and prepare to service clients… more
- Acosta Group (Lewisville, TX)
- …Scheduled ( **Tues-Thurs in Office** ), J **acksonville, Florida OR Lewisville, TX** The Associate Experience Advisor is a critical role in help shaping the ... associate experience at the Acosta Group. You will provide...associate first mindset with dedication to internal customer service and company culture + Strong verbal and written… more
- Capital One (Plano, TX)
- Principal Associate , Compliance Advisor The Financial Services (FS) and Compliance Governance (CGOV) Compliance Command Center is seeking a highly motivated and ... talented Principal Associate to join its Local Governance (LGOV) team. In...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more
- Capital One (Plano, TX)
- Principal Associate , Vertical Risk Advisor (FS) As a Principal Risk Associate in the Financial Services Business Risk Office, you will provide professional ... any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC). more
- CenterWell (Corpus Christi, TX)
- …caring community and help us put health first** The Patient Service Advisor is an embedded growth and retention associate responsible for executing ... supporting them through transitions, and providing a personalized care journey. The Patient Service Advisor plays a key role in ensuring success of growth… more
- Bank of America (Houston, TX)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending ... Credit Solutions Advisor - Kirby Houston, Texas **To proceed with...This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients… more
- CenterWell (Austin, TX)
- …caring community and help us put health first** The Acquisition Integration Advisor performs project-oriented duties related to the integration of an acquired entity ... into the company. The Acquisition Integration Advisor works on problems of diverse scope and complexity...Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet… more
- Lincoln Technical Institute (Grand Prairie, TX)
- …additional duties and responsibilities as requested/assigned. Requirements for a Financial Aid Advisor + Associate 's degree or an equivalent combination of ... Lincoln Tech is seeking an on-campus Financial Aid Advisor who will serve as the support liaison...systems + Maintain student electronic files + Review and service New, Veteran, and Agency students in working with… more
- Humana (Austin, TX)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more