Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumFort Worth, TXThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions.
PWM Investment Consultant - Relationship Manager Morgan StanleyPWM Investment Consultant - Relationship ManagerDallas, 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. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)TXRemote$101,231–$172,355 / yearAdditional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.
Investment Consultant - Katy, TX FidelityInvestment Consultant - Katy, TXCinco Ranch, TexasRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Investment Management Consultant II - Westlake, TX FidelityInvestment Management Consultant II - Westlake, TXWestlake, TexasRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
Consultant, SS&C Genesis / Advent Investment Suite SS&C Technologies Holdings IncConsultant, SS&C Genesis / Advent Investment SuiteTXGet To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinTX$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantHouston, TX!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!...
Senior Accountant - Investment Accounting Hunt Companies Business ServicesSenior Accountant - Investment AccountingEl Paso, TX$77,400–$99,000 / yearPart timeThe Senior Accountant Investment Accounting performs day-to-day accounting for various operating companies, holding companies and private equity investment vehicles with a high volume of investment activity. Creates, prepares and publishes quarterly performance metrics including time-weighted returns, internal rates of returns, internal rates of return as well as preparing and updating various partnership related distribution calculations (waterfall models).
Employee Co-Investment Reporting, Vice President TPGEmployee Co-Investment Reporting, Vice PresidentFort Worth, TexasOur teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion.
VP, Investment Officer - Data Centers (Central/East) Prologis IncVP, Investment Officer - Data Centers (Central/East)Dallas, TX$206,400–$283,800 / yearKey responsibilities include: Partner with local Investment Officers, Project Managers, Market Officers and Leasing teams to drive deal flow by directly identifying new capital deployment opportunities (includes green-field land acquisition and development, value-add redevelopments, portfolio and single asset acquisitions of data center and industrial buildings and support M&A and entity investments). Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
Associate Investment Strategist (Equity Product Specialist) Dimensional Fund AdvisorsAssociate Investment Strategist (Equity Product Specialist)Austin, TXJob Description: Dimensional's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content. The Associate Investment Strategist will work with other members of the Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects.
Lead, Advanced Silicon Sourcing and Strategic Investments Google LLCLead, Advanced Silicon Sourcing and Strategic InvestmentsAustin, TXFrom software to hardware our teams are shaping the future of world-leading hyperscale computing, with key teams working on the development of our TPUs, Vertex AI for Google Cloud, Google Global Networking, Data Center operations, systems research, and much more. While you will partner closely with engineering on ecosystem pathfinding (such as early test vehicles), your primary focus is structuring the financial and commercial agreements Joint Development Agreements (JDAs), Long-Term Agreements (LTAs), and partnerships that buy technical certainty and guarantee future capacity for Google"s AI infrastructure.
Investment Banking Real Estate Associate - Special District Group Piper Sandler & Co.Investment Banking Real Estate Associate - Special District GroupHouston, TexasThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Manager, Investment, Student Housing (Based in Dallas) Mapletree Investments Pte LtdManager, Investment, Student Housing (Based in Dallas)Dallas, TXThe Group manages three Singapore-listed real estate investment trusts ("REITs") and nine private equity real estate funds, which hold a diverse portfolio of assets in Asia Pacific, Europe, the United Kingdom ("UK") and the United States ("US"). Manage end-to-end investment transactions including origination, research, deal evaluation and structuring, financial analysis including financial modelling, transaction management and deal negotiation and execution.
Individual Financial Consultant TIAAIndividual 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). Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
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.
Sr. Real Estate Investment Portfolio Analyst CMB Regional CentersSr. Real Estate Investment Portfolio AnalystDallas, TexasThe Senior Real Estate Investment Analyst supports the tracking, organization, and analysis of the company’s real estate and investment portfolio, including select family-held assets. This role provides visibility into asset performance, maintains accurate and organized financial data, and supports leadership through clear, concise reporting.
NewAssociate Financial Consultant (AFC National Plan Event Team) TIAAAssociate Financial Consultant (AFC National Plan Event Team)Frisco, 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). The Associate Financial Consultant assists and answers questions through virtual interactions for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.
NewIndividual Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Individual Financial ConsultantFrisco, TXIn 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). Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
NewFinancial Consultant Nusenda Credit UnionFinancial ConsultantEl Paso, TXIdentify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services. As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members' financial needs.
Virtual Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Virtual Financial ConsultantFrisco, TX$70,600–$103,000 / yearIn 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.
VP; Financial Consultant Puerto Rico The Charles Schwab CorpVP; Financial Consultant Puerto RicoSan Juan, PROpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
NewAssociate Financial Consultant (AFC National Plan Event Team) Teachers Insurance and Annuity Association of America (TIAA)Associate Financial Consultant (AFC National Plan Event Team)Frisco, TX$62,900–$91,700 / yearIn 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). The Associate Financial Consultant assists and answers questions through virtual interactions for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantThe Woodlands, TXOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning . • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation .
VP, Financial Consultant The Woodlands, TX The Charles Schwab CorpVP, Financial Consultant The Woodlands, TXThe Woodlands, TXOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Financial Consultant - Austin, TX (Domain) FidelityFinancial Consultant - Austin, TX (Domain)Austin, TexasRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial 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).
Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center TIAAFinancial Services Consultant -SIE & 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).
Prophet 21 Financial Consultant GTN Technical StaffingProphet 21 Financial ConsultantHouston, TXThis consultant will serve as a trusted advisor to finance, accounting, operations, and executive leadership teams throughout the implementation lifecycle, helping to ensure successful deployment, adoption, and optimization of the P21 platform. The ideal candidate will possess deep functional expertise in Prophet 21 Financials, Inventory Management, Order Processing, CRM, Data Migration, Reporting, and Business Process Improvement.
Financial Consultant Financial Solutions Branch (Westlake, TX) The Charles Schwab CorpFinancial Consultant Financial Solutions Branch (Westlake, TX)TXYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
Financial Consultant Financial Solutions Branch The Charles Schwab CorpFinancial Consultant Financial Solutions BranchTXYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
Financial Consultant CORDA Investment ManagementFinancial ConsultantDallas, TexasWe’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.
Pro JTS - RCM Consultant V2 TRC Talent SolutionsPro JTS - RCM Consultant V2dallas, TXThis position partners closely with client leadership and frontline teams to assess operational and financial workflows, identify improvement opportunities, and implement strategies that drive measurable financial and operational ROI. The RCM Consultant position serves as a trusted advisor, ensuring contractual deliverables are met while maintaining a strong onsite presence to guide, influence, and support client teams.
Dallas Technology Audit & Advisory (Financial Services) Senior Consultant ProtivitiDallas Technology Audit & Advisory (Financial Services) Senior ConsultantDallas, TexasExposure 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.
Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center Teachers Insurance and Annuity Association of America (TIAA)Financial Services Consultant -SIE & Registered - Frisco, TX National Contact CenterFrisco, TX$22.60–$28.85 / hourThis 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).
Financial Services Consultant - Non Registered - Frisco, TX National Contact Center Teachers Insurance and Annuity Association of America (TIAA)Financial Services Consultant - Non Registered - Frisco, TX National Contact CenterFrisco, TX$22.60–$28.85 / hourThis 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).
Senior Regional Advisor Consultant Westwood Holdings Group, Inc.Senior Regional Advisor ConsultantDallas, TXThe firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Senior Regional Advisor Consultant role is responsible for promoting and selling Westwood's investment products through financial intermediaries and working closely with several Senior Divisional Consultants (Senior External Wholesalers).
NewAcquisition Consultant Acquisition NetworkAcquisition ConsultantHouston, TXRemote$150,000–$200,000You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.
Senior Regional Pharmacy Consultant Hub International LtdSenior Regional Pharmacy ConsultantHouston, TXFrom offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Family Office Consultant I BOK Financial CorpFamily Office Consultant IDallas, TXWorks closely with Wealth Advisors, Investment Advisors, Trust Advisors, Specialty Asset Managers, Financial Planners, Family Stewardship Consultants and external advisors to define clients' administrative and service requirements and coordinates the legal, tax and specialized accounting aspects for ultra- high net worth families. The Family Office Consultant I is primarily responsible for administering a wide variety of family office services for the most complex/high profile relationships that may have banking, personal trust, custody, investment agency, IRA and estate accounts.
Senior Business Process Consultant CDKSenior Business Process ConsultantAustin, TexasRemoteThe consultant applies deep Parts & Service operational knowledge, CDK product expertise, and analytical insight to identify workflow gaps, define solutions, and coach dealership personnel through sustainable, data-driven improvements that maximize return on their investment in CDK solutions. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.
Senior Business Process Consultant - Warranty/Parts & Service CDKSenior Business Process Consultant - Warranty/Parts & ServiceAustin, TexasRemoteThe consultant applies deep Parts & Service operational knowledge, CDK product expertise, and analytical insight to identify workflow gaps, define solutions, and coach dealership personnel through sustainable, data-driven improvements that maximize return on their investment in CDK solutions. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.
Senior Business Process Consultant - Automotive Warranty Programs CDKSenior Business Process Consultant - Automotive Warranty ProgramsAustin, TexasRemoteThe consultant applies deep Parts & Service operational knowledge, CDK product expertise, and analytical insight to identify workflow gaps, define solutions, and coach dealership personnel through sustainable, data-driven improvements that maximize return on their investment in CDK solutions. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.
Real Estate Consultant Jones Lang LaSalle IncReal Estate ConsultantSan Antonio, TXExamples of support include drafting technical memos, preparing briefing materials, investigating operational issues and conducting financial analysis; Gather and evaluate economic, demographic, and real estate market data; Review and analyze legal documents/contracts, financial reports, and operating plans as part of the due diligence process, negotiations, and restructures; Participate in on-site assessments of property operations; Assist in client training sessions; Maintain financial database and document management website. Overview of Job Responsibilities: Advise JLL team leads and DOD clients on all aspects of large-scale P3 projects, including operational management, real estate finance and legal document compliance; Support a series of recurring client reports to include quarterly asset performance reports, compliance reports, property operations reports and account status reports; Provide ad hoc support to JLL team leads and clients as needed.
Leasing Consultant - Album Mansfield Education Realty Trust Inc (Inactive)Leasing Consultant - Album MansfieldMansfield, TXStays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the communitys occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the propertys established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the propertys lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.
Floating Sales Consultant - Dallas Market (Active Adult) Education Realty Trust Inc (Inactive)Floating Sales Consultant - Dallas Market (Active Adult)TX$22–$26 / hourStays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.
Senior Business Process Consultant - Warranty/Parts & Service CDK Global IncSenior Business Process Consultant - Warranty/Parts & ServiceAustin, TXRemote$83,500–$106,000 / yearThe consultant applies deep Parts & Service operational knowledge, CDK product expertise, and analytical insight to identify workflow gaps, define solutions, and coach dealership personnel through sustainable, data-driven improvements that maximize return on their investment in CDK solutions. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.
Leasing Consultant - The Orchards at Arlington Highlands Education Realty Trust Inc (Inactive)Leasing Consultant - The Orchards at Arlington HighlandsArlington, TXStays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy. Executes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook.
Financial Planning Consultant - Westlake, TX FidelityFinancial Planning Consultant - Westlake, TXWestlake, TexasRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and income planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.