Wealth Planning Strategist TIAAWealth Planning StrategistFrisco, TexasBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Services Analyst Peyton Resource GroupFinancial Services AnalystDallas, TXThis role will support a variety of financial activities, including budgeting, forecasting, reporting, reconciliations, accruals, capital project financials, asset accounting, invoicing, contractor expenses, and investment planning. Depending on business needs, the analyst may specialize in areas such as CapEx, OpEx, technology resiliency planning, invoicing, forecasting, asset accounting, contractor financials, or financial reporting.
NewDirector, Estate and Gift Planning - DFW American Cancer SocietyDirector, Estate and Gift Planning - DFWDallas, Texas$110,000–$120,000 / yearESSENTIAL FUNCTIONS: Meet personally (in-person {60%+}, via phone, and at times virtually) with prospects, donors, and professional advisors to share information and materials about the American Cancer Society, Inc.'s (Society's) planned giving program as well as the life-saving program of work. The director builds, cultivates, and stewards relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization.
Sr. Principal, Planning & Experience Invitation HomesSr. Principal, Planning & ExperienceDallas, TexasThis role acts as a key strategic partner to the EVP, ensuring alignment and operational excellence across all Experience functions — including Marketing, Customer Experience, Enterprise Analytics & Reporting, Product, Digital Experiences, and related cross‑functional initiatives. Lead strategic programs and enterprise‑wide initiatives aligned with EVP priorities — particularly those requiring cross‑functional alignment or heavy analytical components, driving efficiency, scalability, and measurable business impact.
Wealth Planning Strategist Teachers Insurance and Annuity Association of America (TIAA)Wealth Planning StrategistFrisco, TX$163,000–$228,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementMcKinney, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Retirement Plan Consultant II - Dallas, TX Corebridge Financial Inc.Retirement Plan Consultant II - Dallas, TXDallas, TXCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Corporate Planning Analyst (Bi-lingual Japanese/English) DENSO TEN AMERICA LimitedCorporate Planning Analyst (Bi-lingual Japanese/English)Plano, Texas3. Leading Internal Activities to Achieve Profit Targets: To support internal projects and initiatives to improve operational efficiency and profitability within the organization, coordinating each function through company-wide and corporate-wide meetings involving internal and external parties. 1. General: The Corporate Planning Specialist works closely with the Planning Manager, crucial in driving strategic initiatives, enhancing operational efficiency and profitability, and supporting departmental goals.
Planning Analyst Aditi ConsultingPlanning AnalystPlano, TX$69 / hourConsent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. The main function of a business operations specialist is to maintain vendor relationships, acting as a business analyst for non-IT projects or filling organizational roles above an administrative level, but below a management level.
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.
NewAssociate Strategy Director, Enterprise Strategic Planning & International Strategy (Hybrid) RTX CorpAssociate Strategy Director, Enterprise Strategic Planning & International Strategy (Hybrid)McKinney, TXYou will lead rigorous qualitative and quantitative assessments to inform long‑range planning, growth and innovation initiatives, portfolio optimization, and inorganic strategy including mergers, acquisitions, partnerships, and joint ventures. Success in this role requires exceptional strategic judgment, analytical depth, and executive communication capabilities, along with a strong understanding of the global aerospace and defense landscape, customer budget cycles, and competitive dynamics.
Virtual Financial Consultant TIAAVirtual Financial ConsultantFrisco, TexasIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Financial Analyst - Korean Pyramid Consulting, IncFinancial Analyst - KoreanPlano, TX$33–$36 / hourKey Responsibilities: Managed departmental budgets, including monthly and annual forecasting, financial closing activities, expense tracking, variance analysis, and ROI/cost comparisons to ensure forecasting accuracy and effective financial planning. Collaborated with cross-functional teams such as marketing, retail, sales, and product management to coordinate sample collection and lifecycle management, ensuring accurate records, audit readiness, and process efficiency improvements.
Associate Financial Planner Cain Watters & AssociatesAssociate Financial 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. Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.
Financial Advisor Professions IncFinancial AdvisorDallas, TXEvaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
Retirement Plan Consultant II - Dallas, TX Corebridge FinancialRetirement Plan Consultant II - Dallas, TXDallas, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Financial Planner - Central Advice Group TIAAFinancial Planner - Central Advice GroupFrisco, TexasThis job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines. Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
Associate Financial Planner Intern - Spring 2028 Cain Watters & AssociatesAssociate Financial Planner Intern - Spring 2028Frisco, TexasThe Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client’s financial plan, which include management of both internal and external workflows. INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020).
Associate Financial Planner Intern - Summer 2027 Cain Watters & AssociatesAssociate Financial Planner Intern - Summer 2027Frisco, TexasThe Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client’s financial plan, which include management of both internal and external workflows. INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020).
Financial Analyst SubsplashFinancial AnalystDallas, TXRemote5,000 Fastest Growing Companies in 2020) and has won awards for best mobile experience, been voted one of Seattle and Austin's best places to work multiple years in a row, created some of the most downloaded apps of all time, and built enterprise software for world-class brands like XBOX, Microsoft, Samsung, Expedia, and Cisco; yet, at the end of the day, our passion is to equip churches to make a lasting impact in our world. Subsplash—The Ultimate Engagement Platform for churches, Christian ministries, non-profits, and businesses around the world, serves 14,000+ clients, creating impactful products, and delighting the 40 million real people who use our platform every day.