Talent Acquisition Partner WorkwayTalent Acquisition PartnerDallas, TXIf you come from: Financial Services Sales Mortgage Sales Banking Call Centers Collections B2B Sales Inside Sales High-Volume Outbound Calling Environments Staffing or Recruiting …and you are used to being measured on calls, conversations, production, and results — we want to talk to you. Workway is a national staffing firm specializing in: Mortgage & Mortgage Servicing Banking & Credit Unions Title & Escrow Financial Services Accounting & Administrative Staffing.
CW Analyst_USA_USD eTeam Inc.CW Analyst_USA_USDIrving, TXOperations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation.
NewLoan Servicing Representative Southwest Airlines Federal Credit UnionLoan Servicing RepresentativeDallas, TXEnsures that all consumer loans for the Credit Union are accurately processed and maintained, including but not limited to: •Verify documents associated with all consumer loans (auto, motorcycle, boat, RV, personal loans, Lines of Credit, and credit cards) for accuracy prior to completing the funding transactions. •Will serve as a back up to the Title Clerks, which may include performing title transactions, ordering new and existing titles, assisting Loan Officers with necessary documentation and fees to complete the title work process, and contacting dealerships, sellers, and DMVs for each state.
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.
Wealth Management Associate TRC Talent SolutionsWealth Management AssociateAddison, TXAllworth Financial is seeking a Wealth Management Associate to support its external sales representatives and advisors in promoting financial planning and wealth management solutions to prospective clients referred through strategic partner relationships. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
Regional Practice Growth Consultant TRC Talent SolutionsRegional Practice Growth ConsultantAddison, TEXASThe Practice Growth Consultant partners with advisors, field leaders, and key business partners to accelerate adoption of practice management strategies, sharpen advisor effectiveness, and increase the value advisors deliver to clients. Coach advisors and field leadership on core practice management capabilities, including financial planning, investment solutions, tax planning, estate planning, insurance planning, client communication, sales process, and AUM growth strategies.
Associate Director, Procurement Operations Stellantis Financial Services USAssociate Director, Procurement OperationsDallas, TXStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. The Associate Director, Procurement Operations leads procurement process optimization, Workday Procurement enablement, and operational excellence across Stellantis Financial Services (SFS) US.
NewTrading & Operations Associate Level Four GroupTrading & Operations AssociateDallas, TXThe Level Four Capital Management (LFCM) Trading and Operations Associate is as a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions. Interface with the Operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models.
Call Center - Member Service Officer Southwest Airlines Federal Credit UnionCall Center - Member Service OfficerDallas, TXWhen helping members in Member Services, you must be able to multitask, stay focused and organized, and work efficiently in a fun, fast-paced environment, while ensuring the members’ needs are met. Southwest Airlines Federal Credit Union , a world-class financial institution, is looking for a Call Center Member Service Officer located at our corporate office near Love Field Airport.
Bilingual Customer Service Rep HJG StaffingBilingual Customer Service RepIrving, TX$22–$23.50 / hourWe are seeking motivated, bilingual professionals who are eager to build a long-term career in customer service and financial services. Work for a highly respected organization known for employee development and long-term stability.
Service Administrator TRC Talent SolutionsService AdministratorDenton, TXAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers. Allworth Financial is seeking an experienced Service Administrator to support Financial Advisors and deliver a high-quality client experience within its Denton office.
Insurance Customer Service Representative Jay HaidariInsurance Customer Service RepresentativeFrisco, TX$55,000–$70,000 / yearAllstate - Jay Haidari Agency in Frisco, Texas, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative . We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience while ensuring their clients have the coverage they need.
Teller-Member Services - FORT WORTH TX OpenworkTeller-Member Services - FORT WORTH TXFort Worth, TEXAS$20–$21 / hourTeller/Member Services Representative Openwork (formerly Meador) is hiring 2 Teller/Member Services Representatives for a respected financial institution in Fort Worth, TX . Apply today at www.openwork.com to be considered for this Teller/Member Services Representative opportunity in Fort Worth, TX!
NewDirector of Healthcare Administrative Services Macpower Digital Assets Edge Private LimitedDirector of Healthcare Administrative ServicesCoppell, TX$70–$78.33 / hourSupports practice-based activities that enhance accounts receivable outcomes, including but not limited to: accurate data entry, self-pay collections, timely posting and batch processing, oversight of billing and posting, and routing re-verification of insurance status of patients. Monitors Payer Mix for each site maintaining accurate access for patients and their insurance types Oversees the regions phone system to ensure effective operational flow.
Professional Services- Project Manager- Implementation LanveraProfessional Services- Project Manager- ImplementationCoppell, TXFull timeImplementation Project ManagerClient Facing- Local Candidates Only THE COMPANYLanvera is a leading CCM (Customer Communications Management) outsourcing and technology company specializing in the design, production, and delivery of secure customer communications including invoices, statements, tax forms, collection letters, compliance notices and other business critical documents to any delivery channel including print, electronic and mobile platforms. JOB FUNCTIONSManage new customer on-boarding projects with a high level of professionalism and attention to detailExecute multiple, complex large scale implementation projectsManage multiple change management projects from inception to completion.
Senior Sales Executive -AI Services & Digital Transformation Computer Enterprises IncSenior Sales Executive -AI Services & Digital TransformationDallas, TXIf you have spent your career relying on SDRs, inside sales teams, or a large corporate infrastructure to drive your pipeline, this is not the right fit. CEI America is a Digital Tech and AI Transformation Consulting firm looking for a seasoned Solutions Sales Executive in the Dallas market.
Researcher, Executive Search (CFO practice team) Egon ZehnderResearcher, Executive Search (CFO practice team)Dallas, TXIn this fast-paced role, the Researcher will be responsible for guiding internal client teams of consultants and other Researchers in the execution of Executive Search, Board, and Advisory projects for multiple clients within an industry or function. Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope).
Financial Planning Manager SWMGFinancial Planning ManagerFort Worth, TX$90,000–$115,000 / yearFull timeWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. Qualifications10 years of experience in financial planning, wealth management, or paraplanning5 years of leadership or people management experienceStrong leadership, coaching, and team development skills.
Financial Advisor Opes OneFinancial AdvisorAddison, TX$65,000–$300,000Location: DFW, Texas, East Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa. Commission Pay : $60,000.00 - $300,000.00 + per year (uncapped commission structure) + draw .
NewCPA - Tax Strategist - Client CFO Team Lead Hensley CPA FirmCPA - Tax Strategist - Client CFO Team LeadFrisco, TXYou will own a book of business end to end: reviewing monthly financials produced by Client Managers on your team, preparing and reviewing tax returns, providing proactive tax planning and financial advisory services, and serving as the senior point of contact for high-level client matters. What sets our CFOs apart is a combination of professional ownership, genuine curiosity about our clients' businesses, and the kind of proactive judgment that doesn't require hand-holding.