Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorRockwall, TXEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
PWM Consulting Group Analyst Morgan StanleyPWM Consulting Group AnalystDallas, TexasProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
RCM Insurance (Benefits) Verification Advisor (23655) Cantex Continuing Care Network LLCRCM Insurance (Benefits) Verification Advisor (23655)Carrollton, TXThis high‑volume role partners closely with Admissions, Business Office, Clinical Operations, Case Management, and Managed Care teams to reduce authorization delays, minimize denials, improve reimbursement accuracy, and accelerate revenue cycle performance. Collaborate with Admissions, Business Office, Clinical Operations, Case Management, Managed Care, and RCM teams to resolve insurance issues, support timely admissions, and improve reimbursement outcomes.
Senior Manager, Fixed Income Trading AltruistSenior Manager, Fixed Income TradingDallas, TXA central priority will be deepening the integration between Altruist's fixed income platform and Moment-an AI-driven order management system-to unlock smarter execution, greater automation, and a more seamless advisor experience. Equally important will be positioning Altruist's fixed income offering to attract large enterprise RIA firms and compete at the highest level of the independent advisor market.
Senior Insurance Sales Specialist Cetera Financial Group IncSenior Insurance Sales SpecialistDallas, TXCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Financial Aid Advisor West Coast University IncFinancial Aid AdvisorRichardson, TXAssisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.
Financial Wealth Advisor (Advisory Team) FartherFinancial Wealth Advisor (Advisory Team)Dallas, TX$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
Uhnw Senior Mortgage Consultant Morgan StanleyUhnw Senior Mortgage ConsultantDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
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.
Multifamily Underwriter - Advisor Federal National Mortgage AssociationMultifamily Underwriter - AdvisorPlano, TXThe Multifamily Underwriter - Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Advise on potential risks and costs involved with providing services to a customer. As a valued contributor to our team, you will advise team members on managing communications and/or negotiations between Fannie Mae and clients regarding loans and other investments.
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).
Wealth Advisor (Dallas) SWBCWealth Advisor (Dallas)Dallas, TexasWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
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.
Student Payments Collections Advisor (temporary) Herzing UniversityStudent Payments Collections Advisor (temporary)Irving, TX$20.54–$27.78 / hourA Student Payments Collections Advisor plays a critical role in managing and recovering overdue payments from students who have outstanding tuition fees or other financial obligations to the Herzing University. The advisor's primary responsibility is to communicate with students, address their concerns, negotiate payment arrangements, and facilitate resolutions while maintaining a positive and supportive approach.
J.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish PreferredLewisville, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Dallas, TXDallas, TXThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX - Bilingual English and Mandarin Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX - Bilingual English and Mandarin PreferredCarrollton, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Mortgage Specialist Morgan StanleyMortgage SpecialistDallas, TXJob Description/Position Responsibilities: • Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers • Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process • Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate • Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations • Request, review, and validate all loan processing documents such as income, credit, appraisal, insurance and title • Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings • Provide comprehensive reviews and recommend solutions/options regarding credit risk of high-net-worth clients (i.e., complex income, asset, and vesting scenarios) • Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary • Provide perspective and feedback relative to client experience enhancements and process efficiencies. Skills/Abilities: • Extensive knowledge of mortgage products and client service experience • In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID • Strong communication skills, both written and verbal, and interpersonal skills required • Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly • Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint) • Achieve high levels of Client and Financial Advisor satisfaction • Proactively manage loan escalations as needed to ensure a timely resolution while providing an enhanced client experience • Effectively manage a complex pipeline that includes Core, Complex (>$2M), and Unique (Entity) transactions as well as Employee, UHNW and PWM Channel Loans.
J.P. Morgan Wealth Management - Private Client Advisor - Coppell, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Coppell, TXCoppell, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.