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- ...Required Sample Schedule: 8am-5pm, 9am-6pm, etc This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayShift workDay shiftSaturday
- ...~ Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs ~ Manage the life cycle of loans, including collections activities while maintaining compliance with...SuggestedMonday to FridaySaturday
- ...responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance,...SuggestedFull timeWork at officeShift workDay shift
$225k - $300k
Join to apply for the Managing Director, BDO Capital Advisors role at BDO USA 2 weeks ago Be among the first 25 applicants Join to apply... ...clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving...SuggestedFull timeApprenticeshipWork at officeRemote workRelocationWeekend workAfternoon shift- Overview The Career Advisor I (CA) is a pivotal role on the team. The CA provides career counseling and coaching to help customers enhance... ...the public, and external partners. Partners with the business solutions unit to identify employment opportunities for participants....SuggestedTemporary workApprenticeshipWork at officeLocal areaFlexible hours
- ..., TX, is looking for a Portfolio Trader. The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for... ...opportunities; including viable alternatives when traditional solutions may not apply Deepen client relationships and establish...SuggestedFull time
- ...You’ll Do Deliver comprehensive financial planning services, from protection strategies to wealth management and retirement income solutions. Leverage MassMutual’s financial strength, innovative tools, and digital capabilities to enhance client outcomes. Participate in a...SuggestedFull time
$78.87k - $118.3k
...- Higher Ed Healthcare Grapevine, TX $52,500.00 - $55,000.00 4 days ago Division Communication Manager - Electrification + Energy Solutions Irving, TX $144,960.00 - $217,320.00 13 hours ago Police Communication Specialist (Police Dispatcher) - Ft. Worth, TX Communications...SuggestedFull timeWork at office- Overview Join to apply for the Wealth Advisor III - Dallas / Fort Worth role at Truist . The position is described below. If you want... ...trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing...SuggestedFull timeTemporary workWork at officeShift workDay shift
- ...productivity and performance goals. Must be technologically savvy and able to quickly learn new systems. Ability to adapt and seek solutions for customers in a fast-paced environment. Must be flexible to work assigned shift within center hours of operation. Strong desire...SuggestedWork at officeFlexible hoursShift workDay shift
$40 per hour
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial...SuggestedHourly payFull timeContract workPart timeRemote work$225k - $300k
Job Summary : The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business development through networking, with the goal of converting prospects...SuggestedApprenticeshipWork at officeRemote workWeekend workAfternoon shift- ...every member interaction. You’ll be the driving force behind exceptional service, helping members discover the right products and solutions for their financial goals, from welcoming members as the first point of contact to guiding them through new accounts and loan production...SuggestedLocal area
- ...surrounding area. Job Responsibilities: Customer Service & Relationship focused Understanding customers’ financial goals, offering tailored solutions to fit their needs. Outbound sales calling, and cross-selling products to new and existing members. Meeting sales targets and...SuggestedFull timePart timeWork at officeMonday to FridaySaturday
- ...Competencies: Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication...Suggested
- ...looking for a Financial Center Consultant II to create energy and excitement around EECU products and services, providing the right solutions and products for our members. This position and Financial Center is located inside the Granbury HEB. EECU is dedicated to...Monday to FridaySaturday
$130k - $140k
...materials in response to RFIs/RFPs and other client engagement opportunities Contribute to the development and advancement of our solutions, capabilities and thought leadership Experience with analytics and visualization, and presentation approaches and solutions...Full timeWork experience placement- ...Center Consultant II at our EECU Hulen Financial Center. Are you passionate about helping others and creating meaningful financial solutions? EECU is looking for a dynamic Financial Center Consultant II who brings energy, enthusiasm, and expertise to every member...Monday to FridaySaturday
- ...customer service and relationship management with a customer-focused approach. Understand customers' financial goals and offer tailored solutions. Outbound sales calls and cross-sell products to new and existing members. Meet sales targets and financial center goals. Handle...Full timePart timeWork at officeFlexible hoursSaturday
- ...their families strengthen their financial security. The Financial Solutions Strategy team shares this passion for our mission and leads... ...Manager will serve as a comprehensive resource for financial advisors, and service associates leveraging these products to help our...Work experience placement
$122.9k - $213.4k
...Technology Services within the COE supports area offices by providing resources that can design, architect, deliver and lead innovative solutions leveraging technical capabilities of Oracle SaaS and PaaS applications. This group advises clients to understand, architect and...Full timeSummer holidayFlexible hours- ...customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank... ...experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their...Night shift
- ...Responsibilities Partners with Consumer Investments call center advisors and relationship managers to educate and deepen on bank sales... ...needs and recommending the best bank products, services, and solutions to meet those needs Responds to general customer inquiries, navigates...Full timeWork at officeShift workDay shift
- ...Teller, you will be the friendly face that welcomes members, assists with transactions, and connects them with the right products and solutions to support their financial goals. Why join EECU? A dynamic and engaging work environment Opportunities to grow within the...Local areaMonday to FridaySaturday
$155.6k - $280.1k
...management plans that align with the overall business strategy and objectives. The ability to think creatively and find innovative solutions to emerging risks Required Additional Competencies Experience in project execution and oversight, especially review / avoidance...For subcontractorWork at officeRemote workFlexible hours- ...Senior Advisor, Climate Urgency Campaigns About the Company Mission-driven organization advocating for climate action & renewable energy Industry Political Organization Type Non Profit Employees 11-50 About the Role The Company is seeking a...
- ...driving results. You’re curious, ask questions, and seek out opportunities to improve. You don’t just point out problems—you bring solutions, ideas, and perspectives that move the team forward. You take full responsibility for your work and see things through to...Local areaFlexible hours
- ...customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Fort Worth, TX at the Crockett Row branch. Bilingual in Spanish...Full timeTemporary workPart timeWork experience placementWork at office
- ...enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and...Local area
$93.7k - $167.9k
...artificial intelligence (AI); proficiency with cloud service models (IaaS, PaaS, SaaS) on the Microsoft Azure Platform, including data solutions like Azure Data Lake Service, Power BI, Azure Data Bricks, Azure Synapse, and Azure Data Factory Strong analytical and problem-...Full timeWork experience placementLocal areaVisa sponsorshipWork visa