Financial Aid Advisor Texas Wesleyan UniversityFinancial Aid AdvisorFort Worth, TXThis role reviews and evaluates financial aid applications for accuracy, completeness, and financial need using federal methodology, performs required verification and follow-up actions, and ensures compliance with all applicable federal and state regulations. The position may include specialized administrative responsibilities such as Pell Grant processing, Texas Education Grant administration, veterans' benefits, satisfactory academic progress appeals, or Return of Title IV aid calculations.
Financial Aid Advisor Abilene Christian UniversityFinancial Aid AdvisorDallas, TexasAssists in the support of new students through the onboarding process: conducting welcome calls, attending grad team meetings, reviewing students' accounts and communicating clear next steps for the student and internal teams. Financial Aid Advisors (FAAs) are responsible for the verification of student aid eligibility, packaging of student aid, providing financial aid counseling, and facilitating problem-solving with students, student spouses, and parents.
Financial Analysis Specialist Advisor NTT DATA Group CorpFinancial Analysis Specialist AdvisorDallas, TX$72,500–$135,500 / yearLA28 contract is currently supported by the NTT Ltd North America Tech Solutions team and includes a number of unique and complex activities working closely with the Client Executive, Client Managers and Delivery Teams to ensure accurate and timely delivery inputs required for invoicing and monthly reporting/close activities. With the registration of the new NYCDOE IBOS contract, this candidate would be responsible for reviewing legacy processes to help implement automation/AI for more effective cost tracking as well as helping to review the prior Percent Completion revenue recognition process to determine more effective alternatives and checks & balances to ensure tighter financial controls.
Financial Aid Advisor - Central Processing Team Herzing UniversityFinancial Aid Advisor - Central Processing TeamIrving, TX$21.74–$29.41 / hourMeet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals.
Financial Advisor 3 Baylor Scott & White HealthFinancial Advisor 3Frisco, TXFor full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: Immediate eligibility for health and welfare benefits. Creates and educates staff on advanced InVision reports for internal financial studies.
Financial Solutions Advisor Registration Candidate - Greater DFW Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater DFW MarketFrisco, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. Job Description : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Mid Cities DFW Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Mid Cities DFW MarketFort Worth, TXOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Senior Advisor, Financial Services | Forensic And Litigation Consulting FTI Consulting, Inc.Senior Advisor, Financial Services | Forensic And Litigation ConsultingDallas, TXWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Student Financial Service Advisor Remington College of NursingStudent Financial Service AdvisorDallas, TXFollows up with students to help ensure the timely completion of applications and filings and any required documentation in support of those applications. Job Summary: Provides assistance to students applying for enrollment to Remington College and offering financial assistance options.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingDallas, TXWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
NewFinancial Solutions Advisor Registration Candidate Consumer Investments - Dallas South Market Bank of AmericaFinancial Solutions Advisor Registration Candidate Consumer Investments - Dallas South MarketDallas, TexasWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
NewCredit Solutions Advisor - Arlington Financial Bank of AmericaCredit Solutions Advisor - Arlington FinancialArlington, TexasPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging. • Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions.
NewFinancial Aid Advisor CHCPFinancial Aid AdvisorDallas, TXFull timeKey highlights of this role include: Providing strategic financial aid counseling to prospective and current students, ensuring alignment with institutional objectives and regulatory requirements. Operating within a structured and regulated framework, the Financial Aid Advisor ensures the accurate and efficient development, negotiation, and finalization of financial aid packages.
Student Financial Services Advisor Remington CollegeStudent Financial Services AdvisorDallas, TexasFollows up with students to help ensure the timely completion of applications and filings and any required documentation in support of those applications. Job Summary : Provides assistance to students applying for enrollment to Remington College and offering financial assistance options.
Fiduciary Advisor - Dallas Metro Trajan Wealth LLCFiduciary Advisor - Dallas MetroDallas, TX$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the DFW area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Premier Advisor - Fort Worth, Allen, Plano Or Warren, TX Truist Financial CorporationPremier Advisor - Fort Worth, Allen, Plano Or Warren, TXFort Worth, TXUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Financial Planner Cain Watters & AssociatesFinancial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. The Financial Planner supports clients in achieving personal and professional financial goals while contributing to a consistent, high‑quality wealth management experience aligned with CWA’s fiduciary and tax‑optimized advisory philosophy.
Wealth Business Advisor Truist Financial CorporationWealth Business AdvisorDallas, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Director, Financial Planning Financial EnginesDirector, Financial PlanningDallas, TX$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Premier Advisor - Fort Worth, Allen, Plano or Warren, TX Truist BankPremier Advisor - Fort Worth, Allen, Plano or Warren, TXFort Worth, TexasCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.