- TIAA (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
- TIAA (Dallas, TX)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products...job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video… more
- Charles Schwab (Bee Cave, TX)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- TIAA (Frisco, TX)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- Charles Schwab (San Antonio, TX)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… 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
- Oracle (Austin, TX)
- **Job Description** **About the job** Financial Consulting Services - Consulting Sales - Americas **Short Description** Looking for dynamic sales person who would be ... responsible for the sales of Oracle Financial Consulting Services in Americas region. Responsible for selling...and leverage to drive strategy through organization. - Trusted consultant - Establishes positive relationships based on knowledge of… more
- Sage (Austin, TX)
- …Science or related field. MBA a plus. * 7+ experience as a solutions consultant (accounting or financial software application experience preferred) * A minimum ... Senior Technical Solutions Consultant Job Description: The Senior Technical Solutions ... Consultant Job Description: The Senior Technical Solutions Consultant will be responsible for actively driving the technology… more
- Sedgwick (Irving, TX)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Litigation Consultant - Liability (Auto and Property) ... Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** We are looking for… more
- Sedgwick (Austin, TX)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Litigation Consultant | Auto | Remote **PRIMARY ... PURPOSE** : To address and handle high end cases with serious injuries, complex coverage scenarios and legal inquiries or disputes; to develop a strategy to bring a case to satisfactory resolution. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Reviews/acts on… more