- Usaa (Plano, TX)
- …and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. ... to building a retirement income portfolio. Uncovers and recognizes retirement events , understands and assesses the member's needs, financial situation, and goals… more
- Usaa (Plano, TX)
- …and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as ... to building a retirement income portfolio. Uncovers and recognizes retirement events , understands and assesses the member's needs, financial situation, and goals… more
- Intrua Financial, LLC (Houston, TX)
- …clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able ... Proficient data entry skills Flexible schedule for meetings and client event . Ability to prioritize deliverables, track deliverable progress, and follow -up… more
- Galveston College (Galveston, TX)
- …calendar is filled with cultural festivals, community traditions, and seaside events , offering the perfect balance of small-town warmth and big-city accessibility. ... generate a creative and innovative approach to problem-solving. Ability to be the chief advisor to the Board of Regents in all matters pertaining to the educational… more
- Intrua Financial, LLC (Houston, TX)
- …responsible for managing trading, billing/audit operations, investment research, and advisor -facing initiatives. The right candidate will pair proven leadership ... with marketing to produce investment-related materials for client and advisor use. Team & Platform Development Manage, mentor, and...time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events , Awards, Activities… more
- Charles Schwab (The Woodlands, TX)
- …for wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you. What you have Required Qualifications: A ... through Schwab's internal customer relationship management (CRM) tool Openness to manage local events , as needed What's in it for you At Schwab, you're empowered to… more
- NTT America, Inc. (Plano, TX)
- …an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Events Advisor to join our team in Plano, Texas (US-TX), United ... forward-thinking organization, apply now. We are currently seeking an Events Advisor to join our team in...event logistics, liaising with vendors, and ensuring that events run smoothly and efficiently. The ideal candidate will… more
- Capital One (Plano, TX)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more
- Cardinal Health (Austin, TX)
- …and Value-based Care. The **Meeting Manager, Specialty Networks Meeting & Event Planning** is responsible for the development, planning and implementation of ... internal and external meetings, events , and trade shows aligned with strategic business and...+ Leads planning and execution of meetings. + Manages event budget - develops forecast, updates in real time,… more
- Texas Tech University (Lubbock, TX)
- **43210BR** **Extended Job Title:** Summer Community Advisor 2026 **Org Level 1:** Texas Tech University **Position Description:** The Summer Community Advisor ... flexible and creative in their role as an educator, advisor , mentor, and educational programmer to meet the needs...is supervised by Residence Life Professional Staff. In the event of a vacancy, staff may be asked to… more
