Financial Solutions Advisor Consumer Investments - Lubbock TX Area Bank of America CorpFinancial Solutions Advisor Consumer Investments - Lubbock TX AreaLubbock, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Lubbock TX Area Lubbock, Texas; Lubbock, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Clearance Specialist II - Revenue Cycle University of Texas Health Science Center at HoustonFinancial Clearance Specialist II - Revenue CycleHouston, TXCertification/Skills: NoneMinimum Education:High School Diploma or equivalent required Associate''s Degree in healthcare or business-related field preferredMinimum Experience:3 years experience in healthcare financial clearance, insurance verification, or a related revenue cycle role requiredPhysical Requirements:Exerts up to 20 pounds of force occasionally and/or up to 10 pounds frequently and/or a negligible amount constantly to move objects. Our total rewards package includes the benefits you'd expect from a top healthcare organization (benefits, insurance, etc.), plus: 100% paid medical premiums for our full-time employees Generous time off (holidays, preventative leave day, both vacation and sick time - all of which equates to around 37-38 days per year) The longer you stay, the more vacation you'll accrue!
Financial Solutions Advisor - West Houston Area Bank of America CorpFinancial Solutions Advisor - West Houston AreaHouston, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Consumer Investments - Lakewood Financial Center Bank of America CorpFinancial Solutions Advisor Consumer Investments - Lakewood Financial CenterDallas, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Lakewood Financial Center Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Consumer Investments - Southwest Dallas Area Bank of America CorpFinancial Solutions Advisor Consumer Investments - Southwest Dallas AreaCedar Hill, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Southwest Dallas Area Cedar Hill, Texas; Midlothian, Texas; Desoto, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Planner Trainee - Career Transition New York LifeFinancial Planner Trainee - Career TransitionSan Antonio, TXProducts & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
Financial Due Diligence Senior Associate Grant Thornton International LtdFinancial Due Diligence Senior AssociateDallas, TX$121,440–$154,836 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax Transactions - all with the resources, environment, and support to help you excel.
Associate, Core Service International Client Services (Mandarin/Cantonese required) The Charles Schwab CorpAssociate, Core Service International Client Services (Mandarin/Cantonese required)Westlake, TX2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.
Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPManager - Transaction Advisory ServicesFrisco, TX$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPSenior Manager - Transaction Advisory ServicesHouston 500 Dallas St, TX$179,000–$262,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Aid Specialist Odessa CollegeFinancial Aid SpecialistOdessa, TXThe specialist serves as a resource to students, families, and college employees by providing accurate information regarding financial aid programs, policies, and procedures while ensuring the integrity and confidentiality of student records. Serve as a financial aid advisor by assisting current and prospective students with questions regarding financial aid eligibility, application procedures, award offers, satisfactory academic progress, and available funding options.
Financial Solutions Advisor - Austin Area Bank of AmericaFinancial Solutions Advisor - Austin AreaAustin, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- NW Snohomish Area Bank of AmericaFinancial Solutions Advisor- NW Snohomish AreaArlington, TexasUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas The Goldman Sachs Group IncGlobal Banking & Markets, Prime Client Services, Analyst/Associate - DallasDallas, TXAs an Analyst / Associate, you will i) gain direct exposure to hedge fund clients and portfolio financing strategies, ii) training across equities, fixed income, futures, and derivatives products, iii) opportunity to build client-facing skills and progress into a coverage role, and iv) collaboration with senior stakeholders across trading, risk, and operations. Analysts and Associates serve as the primary point of contact for CFOs, COOs, accounting and operations professionals at these clients managing client relationships, delivering cross-asset solutions, and enhancing the client experience.
Financial Solutions Advisor Registration Candidate Consumer Investments - Dallas South Market Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Dallas South MarketDuncanville, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Dallas South Market Dallas, Texas; Dallas, Texas; Duncanville, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Balch Springs, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Desoto, Texas; Dallas, Texas; Mesquite, Texas; Mesquite, Texas; Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Financial Solutions Advisor Registration Candidate Consumer Investments - Waco, TX Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Waco, TXWaco, TXKey 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. Back to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Waco, TX Waco, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Registration Candidate Consumer Investments - Amarillo, TX Area Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Amarillo, TX AreaAmarillo, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Amarillo, TX Area Amarillo, Texas; Amarillo, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Financial Solutions Advisor Registration Candidate Consumer Investments - Cedar Springs & Knight Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Cedar Springs & Knight Financial CenterDallas, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Cedar Springs & Knight Financial Center Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Financial Solutions Advisor Registration Candidate Consumer Investments - El Paso Area Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - El Paso AreaEl Paso, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - El Paso Area El Paso, Texas; El Paso, Texas; El Paso, Texas; El Paso, Texas; El Paso, Texas; El Paso, Texas; El Paso, Texas; Las Cruces, New Mexico Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Financial Solutions Advisor Registration Candidate Consumer Investments - Hulen Mall Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Hulen Mall Financial CenterFort Worth, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Hulen Mall Financial Center Fort Worth, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.