New Client Counselor Fisher InvestmentsNew Client CounselorPlano, TexasFull timeJoin Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. The New Client Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients.
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsPlano, TexasFull timeYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Financial Solutions Advisor Consumer Investments - Legacy/Independence Financial Center Bank of America CorpFinancial Solutions Advisor Consumer Investments - Legacy/Independence Financial CenterPlano, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Legacy/Independence Financial Center Plano, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Default Loan Counselor I PennymacDefault Loan Counselor ICarrollton, Texas$39,000–$55,000 / yearPENNYMAC: Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Student Support Counselor The Community SolutionStudent Support CounselorPlano, TexasPosition Summary : Reporting to the Assistant Director/Director/Senior Director of Student Advising, Student Support Counselors (SSC) are the single-point of access for students and provides student-centered support services. The Student Support Services department provides comprehensive support to students through four functional areas: Student Advising, Career Services, Student Support Operations, and the Office of the Registrar.
High AUM Investment Counselor Fisher InvestmentsHigh AUM Investment CounselorPlano, TexasFull timeFisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled attentiveness and service. This is a unique opportunity to mature your skill set through working with the highest valued client relationships at Fisher Investments, in a growing group committed to a collaborative and innovative approach to wealth management.
Personal Service Counselor (Universal Banker) Together Credit UnionPersonal Service Counselor (Universal Banker)Cedar Hill, TXPerforms financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, provides supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. The personal service counselor is responsible for delivering members a personal service experience built on Credit Union advocacy, financial guidance, and relationships that empower members to achieve their best life.
Residential Counselor - Developmental Disabilities Eliot Community Human ServicesResidential Counselor - Developmental DisabilitiesArlington, TexasAs a Residential Counselor, you will assist with the day to day operations of a group home for individuals with developmental and/or intellectual The ideal candidate will have experience working with clients with brain injuries and/or developmental disabilities. We foster belonging in the workplace by identifying and removing barriers that may prevent individuals of all backgrounds from reaching their full potential, advancing into leadership roles, and fully engaging at all levels of the organization.
Student Support Counselor The Chicago School of Professional PsychologyStudent Support CounselorPlano, TXJob Description: Position Summary: Reporting to the Assistant Director/Director/Senior Director of Student Advising, Student Support Counselors (SSC) are the single-point of access for students and provides student-centered support services. About the Department: The Student Support Services department provides comprehensive support to students through four functional areas: Student Advising, Career Services, Student Support Operations, and the Office of the Registrar.
Consumer Counselor- Mortgage Collections Citizens Financial Group IncConsumer Counselor- Mortgage CollectionsIrving, TXWhat You Can Expect in This Role: Customer-Centric Approach: Field a variety of customer calls with passion and deliver high-quality solutions to assist customers facing financial hardship. If you're passionate about helping others and building a rewarding career, apply today to join our team as a Consumer Counselor - Mortgage Collections at Citizens Bank!
School Counselor Catapult LearningSchool CounselorDallas, TexasFull timeGreat opportunity for school counseling professionals looking to gain valuable experience, earn supervision hours, and make a meaningful impact on students’ academic, social, and emotional development. Catapult Learning, a division of FullBloom, provides intervention programs for students and professional development solutions for teachers in K-12 schools.
Community Service Counselor (Sales) Park Lawn CorporationCommunity Service Counselor (Sales)Kennedale, TXMaintains strict adherence to pricing structures, completion and submission of all contracts and required documents and payments to the Sales Manager and/or business office within required deadlines. Equipment used to perform the essential function of this position includes, but is not limited to computer, fax, copier, merchant terminal, multi-line phone system, personal or company owned vehicle.
Family Service Counselor (Sales) Park Lawn CorporationFamily Service Counselor (Sales)Dallas, TXBuilds relationships, ensures excellent service and develops potential referrals while attending services and visitations for client families; schedules and conducts aftercare appointments to ensure client family satisfaction and obtain referrals. Actively pursues the development of new prospects and community-based contacts by conducting presentations that highlight merchandise, services and the benefits of pre-need arranging at business locations, client family homes and public community events.
Default Loan Counselor I PennyMac Mortgage Investment TrustDefault Loan Counselor ICarrollton, TX$39,000–$55,000 / yearProvide clear and concise updates to customers regarding program outcomes and guide them through the recommended next steps Assist in cross department call overflow and addressing customer inquiries Provide comprehensive service, resolution, and detailed documentation for escalated customer issues Proactively manage and track self-initiated follow-ups to ensure timely resolution Perform additional related duties as assigned Consistently uphold and promote the organization's desired culture and values through professional conduct Proactively ensure compliance with all relevant regulatory requirements and legal guidelines What You'll Bring Entry-level position, offering a great learning opportunity for those with or without prior work experience. Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Portfolio Counselor Staffing In MotionPortfolio CounselorPlano, TexasIn this role you would be responsible for managing short term client relationships & closing extremely warm leads of prospective clients who are interested in investing with this firm and would be willing to invest $500,000+. You would be working closely with the Portfolio Management team and Financial Planning team who would create an investment proposal and a financial plan, that you would help present to the client.
Senior Regional Vice President Financial Institutions/Broker Dealer Western & Southern Financial GroupSenior Regional Vice President Financial Institutions/Broker DealerPLANO, TexasFull timeProven minimum of seven attributes of successful wholesalers to include: coachability, organization, relationship skills, modeling service, communication skills, personable, strategic agility, technologically literate, goals-oriented and is a student of the industry - Required. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
Financial Solutions Advisor Consumer Investments - Dallas South Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Dallas South MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- NW Snohomish Area Bank of AmericaFinancial Solutions Advisor- NW Snohomish AreaArlington, TexasUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Consumer Investments - Greater DFW Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Greater DFW MarketCarrollton, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Dallas North Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Dallas North MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.