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Wealth Advisor Development Associate

Dallas,TX

1157 Wealth Advisor Development Associate jobs in Dallas,TX

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Financial Advisor

First Command

Dallas, TX 75217

Paid Relocation to Dallas, TX

RemoteUrgently Hiring

  • Bachelor's degree
  • Military experience or affiliation
  • Proven leadership skills
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Tax Associate – In-Store

Intuit

Irving, TX 75061

~ 22 min OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
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Financial Advisor

First Command

Addison, TX 75001

Paid Relocation to Addison, TX

RemoteUrgently Hiring

  • Bachelor's degree
  • Military experience or affiliation
  • Proven leadership skills
SmartExplore AI is experimental.
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New, Posted 14 hours ago
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Financial Advisor - PNC Wealth Management

PNC Bank

Richardson, TX 75080

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Tax Associate – In-Store

Intuit

Mesquite, TX 75149

~ 23 min OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
SmartExplore AI is experimental.
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Financial Advisor - PNC Wealth Management

PNC Bank

Dallas, TX 75215

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Senior Associate, Sales Performance Management

KPMG

Dallas, TX 75217

OnsiteHealth InsuranceRetirement Benefit

  • A minimum of three years of relevant top tier management consulting experience (including Big Four experience) related to sales force effectiveness, sales effectiveness, SPM and CRM, across diverse industries
  • Bachelor's degree in a related field from a leading accredited college/university
  • MBA preferred
  • Experience with large transformations that involve front office technology such as Vericent, Microsoft CRM, Salesforce.com, Anaplan and Callidus Cloud
  • Experience with Customer Buying Patterns, Channel Strategy/Alignment, Sales Model Design Strategy, Sales Force Talent/Skill Building, Sales Performance Management/Incentives and Comissions, Sales Tools Enablement, Building High Performing Sales Cultures and Sales Analytics/Insights
  • Demonstrated ability to analyze and diagnose the strategy, people, process and technology root causes for client sales performance issues
  • Travel may be up to 80-100%
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
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Benefits Advisor - Flexible Schedule

Everett and Associates

Dallas, TX 75217

OnsiteFlexible Schedule

  • State and federal laws require licensing to sell certain insurance products.
  • Ability to obtain a license is required.
SmartExplore AI is experimental.
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New, Posted 17 hours ago
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Associate, Model Development (Hybrid Position)

Santander Holdings USA

Dallas, TX 75201

Hybrid

  • Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
  • 5+ Years Analytics in Financial Services Industry. - Required.
  • 5+ Years Indirect subprime Auto Financial Services Industry experience. - Preferred.
  • 5+ Years Prior experience developing credit scoring models preferred. - Preferred.
  • Demonstrated experience with logistic regression models, segmentation and variable reduction techniques, hypothesis testing, neural networks, design of experiments, ANOVA, decision trees, and linear regression.
  • Prior experience working with credit bureau data.
  • Prior experience using SAS, particularly SAS base, SAS/STAT, PROC SQL, and SAS Macro programming. Additional knowledge of R preferred.
  • Demonstrated ability to use SQL and SAS to extract data from multiple data sources.
  • Demonstrated ability to merge, concatenate, clean, and prepare extremely large datasets for statistical analysis and mathematical model development.
  • Demonstrated ability to create complex pivot tables in MS Excel.
  • Ability to effectively explain advanced mathematical concepts, techniques, and analyses to a business audience.
  • Ability to translate analysis into a clear business plan.
  • Strong written and verbal communication skills.
  • Ability to delegate and co-ordinate multiple tasks related to the development and monitoring of statistical models.
  • Ability to maintain confidentiality..
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Inside Sales Representative

GEICO

Richardson, TX 75082

$24.50-$35.61/hr
$1,500 bonus
Hybrid~ 18 minUrgently HiringEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Minimum of 1 month of customer-facing sales experience required
  • High School Diploma or GED required
SmartExplore AI is experimental.
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