NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)Dallas, TX$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
NewManager, Diagnostic Services - Breast Health Parkland Health and Hospital SystemManager, Diagnostic Services - Breast HealthArlington, TXCultivates and maintains positive working relationships with management, physicians, nurses, hospital staff, students, and vendors in order to provide optimal patient care, and interdepartmental cooperation, and improve effectiveness, productivity, and efficiency in support of overall Parkland and department goals. Serves as a liaison between the department and the information technology divisions coordinating and monitoring the implementation of various programs and systems such as the EMR and PACS to ensure the appropriate clinical operation and patient safety as requirements change.
REMOTE - Controller - CFO Services JobotREMOTE - Controller - CFO ServicesFrisco, TXRemote$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a high-impact role for an experienced accounting professional who is passionate about leveraging cutting-edge technology to deliver controller and CFO-level services to a diverse client portfolio.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesDallas, TX$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Transaction Advisory Manager - Financial Due Diligence bdo consultingTransaction Advisory Manager - Financial Due DiligenceDallas, TX$100,000–$170,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
NewSenior Associate, Financial Due Diligence- Healthcare & Life Sciences KPMGSenior Associate, Financial Due Diligence- Healthcare & Life SciencesDallas, TXCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesDallas, TX$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceDallas, TX$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesDallas, TX$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Patient Services Manager AramarkPatient Services ManagerDallas, TXThe Patient Services Manager will support the Patient Services Operation in the Food & Nutrition Department and will be responsible for developing and executing dining solutions to meet patient and customer needs and tastes. Adopt all Aramark processes and systems, understand performance metrics, data, order, and inventory trends; educate teams on key levers to improve margins.
Transaction Advisory Experienced Manager - Financial Due Diligence bdo consultingTransaction Advisory Experienced Manager - Financial Due DiligenceDallas, TX$130,000–$160,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
NewApplication System Analyst Senior - Converge Information Services CHRISTUS HealthApplication System Analyst Senior - Converge Information ServicesIrving, TXThe Application System Analyst Senior serves as a liaison between system end-users (customers), operational leaders, additional support resources and vendors to design, build and optimize their assigned applications in a timely and high-quality manner. Leads and evaluates process and requirements analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering on complex projects/requests.
NewManager Information Services -Integration Design CHRISTUS HealthManager Information Services -Integration DesignIrving, TXMaintain knowledge of current and emerging trends in healthcare technology, actively seeking information to stay abreast of best practices, application solutions and services, striving to incorporate innovation in a practical, cost-effective manner. Monitors, manages, and reports day-to-day operations to the System Director to support efficient and effective planning for resource utilization and prioritization of the body of work for which IS is accountable and responsible.
NewManager Information Services - IM Application Development CHRISTUS HealthManager Information Services - IM Application DevelopmentIrving, TXMaintain knowledge of current and emerging trends in healthcare technology, actively seeking information to stay abreast of best practices, application solutions and services, striving to incorporate innovation in a practical, cost-effective manner. Monitors, manages, and reports day-to-day operations to the System Director to support efficient and effective planning for resource utilization and prioritization of the body of work for which IS is accountable and responsible.
Financial Controls Specialist System OneFinancial Controls SpecialistDallas, TXLead and support project controls activities for large-scale infrastructure or public programs, ensuring accurate cost tracking and forecasting. Strong capabilities in: budget tracking & forecasting, cost analysis & variance reporting, Earned Value Management (EVM), funding alignment / financial compliance.
NewApplication System Analyst II - Converge Information Services CHRISTUS HealthApplication System Analyst II - Converge Information ServicesIrving, TXPerforms working level process and requirement analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering to deliver cross team solutions. The Application System Analyst II serves as a liaison between system end-users (customers), operational leaders, additional support resources and vendors to design, build and optimize their assigned applications in a timely and high-quality manner.
NewVice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesDallas, TX$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewNurse Manager - ED- ER Services Medical City DallasNurse Manager - ED- ER ServicesThe Colony, TXAdditional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. HCA Healthcare is one of the nation’s leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom.
NewLife Insurance Client Services Representative The Mires AgencyLife Insurance Client Services RepresentativeDallas, TX$600–$800Instead of traditional customer service, you'll help families understand coverage options, submit applications, and ensure clients receive the protection for which they apply. Our mission at The Mires Agency is to empower individuals to build businesses that create financial freedom and lasting change for families and communities.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateHighland Village, TexasFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Richardson, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewManager, Retirement Income – Life Company USAAManager, Retirement Income – Life CompanyRichardson, TX$90,310–$162,550 / yearMaintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.
NewGraphics Designer ECLAROGraphics DesignerIrving, TXPosition Overview: Looking for a self-motivated, highly creative problem solver to make information more consumable for Client audiences by using design (e.g., conceptual graphics and data visualizations, layouts, and illustrations) to convey Client's expert guidance and tools that enable faster, smarter decisions and stronger performance on an organization's most critical priorities. As an Associate Graphic Design, will work closely with internal stakeholders and other designers across the in-house design team to deliver impactful and timely products and expertly apply brand and design principles to create effective content visuals that meet strategic company goals.
NewMortgage Secondary Market Trader First Horizon BankMortgage Secondary Market TraderPlano, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree and 5+ years of experience or equivalent combination of education and experience.
NewSenior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerFort Worth, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Senior Commercial Relationship Managers at First Horizon target companies with revenues generally from $5 million to $100 million and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences.
NewSenior Portfolio Manager First Horizon BankSenior Portfolio ManagerDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)Dallas, TXOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewAssociate Director - Assistant Corporate Secretary Page GroupAssociate Director - Assistant Corporate SecretaryDallas, TX$160,000–$190,000 / yearFull timeA successful Assistant Corporate Secretary should have: 5+ years of experience of in-house corporate secretary or corporate governance experience, ideally in larger financial services firm. Candidates must have experience as a corporate secretary within a large, regulated institution - ideally banking, but open to experience in insurance or large publicly traded organizations as well.
Director, Senior Counsel - Securitizations Page Group USADirector, Senior Counsel - SecuritizationsDallas, TX$275,000–$315,000 / yearFull timeA successful Director, Senior Counsel - Securitizations should have: A Juris Doctor (J.D.) degree from an accredited law school and a license to practice law in the United States. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
NewLitigation Support Paralegal Gables Search GroupLitigation Support ParalegalDallas, TX$75,000–$85,000This role is ideal for someone with hands-on litigation support experience who is organized, proactive, and comfortable supporting multiple attorneys in a busy litigation environment. We are recruiting for a Litigation Support Paralegal to join a respected Dallas law firm with a strong commercial and financial services litigation practice.
Commercial Litigation Attorney JobotCommercial Litigation AttorneyDallas, TX$170,000–$190,000 / yearDay-to-day, you'll work on complex business disputes from investigation through trial — researching and drafting motions, taking and defending depositions, managing discovery, communicating with clients, and contributing to trial strategy and preparation. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSupervision Principal-Social Media & Marketing CornerStone Professional PlacementSupervision Principal-Social Media & MarketingFrisco, Texas$90,000 / yearFull timeCornerStone has partnered with a local financial services company in their search for a Supervision Principal well versed in the monitoring and review of marketing materials, social media, digital communications and website surveillance of up to 170 financial advisors nationally. Concierge services with daily lunch specials, vendor sales, discount movie tickets and a free DVD library.
Front Desk Receptionist/ Admin Assistant Beacon Hill Staffing Group, LLCFront Desk Receptionist/ Admin AssistantDallas, Texas$45,000–$50,000 / yearFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Financial Services Associate Spectrum Financial GroupFinancial Services AssociateDallas, TX$75,000–$125,000 / yearAs a Financial Services Associate, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. What Makes This Role Different: No large network required: You’ll receive qualified leads and marketing support to help you build your client base.
Sales Executive, Financial Services - Associate Director, Dallas - WAM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, Dallas - WAMDallas, TX$242,900–$280,070 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateTX$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Equity Research Associate - Financial Services FBR & Co.Equity Research Associate - Financial ServicesArlington, TexasRiley Financial, Inc. (NASDAQ:RILY), through its subsidiaries, provides collaborative financial services and solutions to the capital raising and financial advisory needs of public and private companies and high net worth individuals. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients.
Financial Services Coordinator Missouri Western State UniversityFinancial Services CoordinatorTXSupport financial aid operations, including assisting students through the financial aid process, reviewing documentation, and ensuring accuracy of awards, eligibility determinations, and account activity, including specialized awarding and processing for designated student populations or programs (e.g., athletics, scholarships, or other institutional aid programs). Perform a variety of student financial services functions, which may include cash handling, payment processing, accounts receivable support, collections activity, financial aid counseling, verification, and related processes, in accordance with institutional, federal, and state regulations.
PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLCPEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)Dallas, TX$125,000–$190,000 / yearAdditionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. Alvarez & Marsal is aware of various employment scams involving interviews and offers of employment through the use of imposter websites, social media profiles, spoofed email addresses, and other fraudulent means.
Dallas Technology Audit & Advisory (Financial Services) Manager Protiviti IncDallas Technology Audit & Advisory (Financial Services) ManagerDallas, TX$107,000–$171,000 / yearA passion for: The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Dallas Technology Audit & Advisory (Financial Services) Senior Consultant Protiviti IncDallas Technology Audit & Advisory (Financial Services) Senior ConsultantDallas, TX$90,000–$134,000 / yearExposure to and/or interest in: The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
NewPatient Financial Representative Senior - Patient Financial Services CHRISTUS HealthPatient Financial Representative Senior - Patient Financial ServicesIrving, TXProvide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. Monitor and performs cash reconciliation to identify cash posting errors and ensures all receipts are applied and reconciles to daily bank deposit and monthly bank statements.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateTX$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Senior Manager, Human Resources Business Partner - Financial Services Talent Strategy Capital One Financial CorpSenior Manager, Human Resources Business Partner - Financial Services Talent StrategyPlano, TX$161,500–$184,300 / yearYou will partner closely with leadership to identify top talent, actively design their career trajectories, and equip our leadership team to support accelerated development and eliminate organizational bottlenecks. Codify Destination Talent Profiles: Develop and embed objective behavioral rubrics to identify talent of the future; assess skill gaps and partner with the business and fellow HR Business Partners to develop plans to close.
Senior Manager, Human Resources Business Partner – Financial Services Talent Strategy Capital OneSenior Manager, Human Resources Business Partner – Financial Services Talent StrategyPlano, TexasYou will partner closely with leadership to identify top talent, actively design their career trajectories, and equip our leadership team to support accelerated development and eliminate organizational bottlenecks. Codify Destination Talent Profiles: Develop and embed objective behavioral rubrics to identify talent of the future; assess skill gaps and partner with the business and fellow HR Business Partners to develop plans to close.
ASSOCIATE, CFO SERVICES Cresset Capital Management LLCASSOCIATE, CFO SERVICESDallas, TXThis position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.
Manager, Financial Services Tax (Insurance) Alvarez & Marsal Holdings LLCManager, Financial Services Tax (Insurance)Dallas, TX$145,000–$185,000 / yearAs a member of the Financial Services Tax - Insurance practice, you will play a key role in both client delivery and day-to-day engagement management: Manage the execution of insurance tax consulting engagements, including Subchapter L technical research, issue identification, and development of practical tax solutions. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Financial Services Litigation Associate (Mid-Level) – DAL Greenberg TraurigFinancial Services Litigation Associate (Mid-Level) – DALDallas, TexasThe ideal candidate will have strong writing and interpersonal skills, be interested in working on a collaborative, cross-office team, and have strong case management skills. Case management experience, including running written discovery responses, document review and production, and working directly with clients and experts.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesTX$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
NewFinancial Services Consultant - Non Registered - Frisco, TX National Contact Center TIAAFinancial Services Consultant - Non Registered - Frisco, TX National Contact CenterFrisco, TexasThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. 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).