242 senior advisor jobs at 107 companies in Pilot Point, TX
3d
Save
Mark Applied
Hide
3d
Senior Financial Advisor
Houston or Austin or Dallas
HybridFull Time
CORDA Investment Management: A fiduciary wealth management firm integrating investment management, financial planning, tax strategy, and estate planning for high-net-worth clients.
Experienced advisor with an established client base, relationship-driven growth record, fiduciary mindset, collaborative approach, and Series 65 or Series 7 and Series 66 licensure.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
8+ YOE8–12 years of investment experience; expertise in portfolio management; strong communication and leadership; able to manage high-net-worth accounts.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, financial planning experience preferred; CFP®/CFA preferred; bachelor’s in finance/business/economics preferred.
Los Angeles or Pasadena or San Francisco or Washington or Plantation or Atlanta or Chicago or Fort Wright or Boston or Silver Spring or Kansas City or New York City or Philadelphia or Dallas
$152k-$210k/yrHybridFull Time
U.S. Department of Labor: Administers and enforces federal laws protecting American workers.
1+ YOEAt least 1 year of specialized experience at GS-15 equivalent, with expert ERISA and employee benefits knowledge, senior-level policy analysis, strategic advising, and executive communication experience.
Precise Systems: Provider of engineering and technical services for defense programs.
15+ YOE15+ years related experience, active U.S. citizenship, Secret clearance, bachelor’s in relevant technical field or equivalent experience, expertise in naval aviation maintenance/readiness and advanced analytics.
Hub International: Provides global insurance brokerage and risk management services.
7+ YOE7+ years financial services experience, bachelor\u0002s degree required, Series 65 or CFP required, experience with high net worth clients, proficiency with eMoney and MoneyGuide Pro, proven sales success.
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yrHybridFull Time
CitiNYSE: C: A global financial services providing banking and credit services.
10+ YOE10+ years of investment strategy experience; expertise in markets and multi-asset portfolio construction; strong communication, collaboration, execution, and relationship management skills; bachelor's degree required.
United States or Atlanta or Dallas or Phoenix or Clifton Park
$150k-$250k/yrFieldFull Time
Strategic Mission Critical: An engineering firm specializing in mission critical facilities and data center infrastructure.
10+ YOERequires 10+ years in commissioning, field engineering, mechanical infrastructure, or related construction/operations, with mission-critical or data-center experience, mechanical systems expertise, and leadership skills.
CxAlloy, BIM360, Procore, Autodesk Construction Cloud, Helix, Bluebeam, Microsoft Office
The Cigna GroupNYSE: CI: Provides health insurance and pharmacy benefit management services.
3+ YOEMaster’s in Computer Science or related field with 3 years of software development; or Bachelor’s with 5 years. Proficient in Python, Spark, Databricks, AWS; experience with TDD, CI, Agile; strong communication and collaboration.
10+ YOEBachelor's in electrical/power systems,10+ years power system/transmission planning experience,lead planning studies,client-facing advisory,knowledge of NERC/FERC and regional ISOs/RTOs.
NTT DATA: Global provider of IT and business consulting services.
8+ YOEBachelor's degree, 8+ years in supply chain/strategic sourcing with 3+ years in IT cloud sourcing; experience with MSFT/AWS/GCP sourcing, vendor management, contract lifecycle, financial analysis, and stakeholder leadership.
Vizient: Provides performance improvement and supply chain services to hospitals
5+ YOE5+ years experience in healthcare analytics, product advisory, or client consulting; degree preferred; expertise with healthcare data and executive presentation skills; willingness to travel 10-15%.
University of North Texas System: Provides comprehensive higher education and research in North Texas.
4+ YOEBachelor's degree and four years in student affairs, student services, counseling, or academic advising; advanced advising, presentation, problem-solving, data analysis, reporting, project, and team-management skills.
St. Petersburg or Plano or Boston or St. Louis or Atlanta or Morristown
$127k-$161k/yrHybridFull Time
Zelis: Providing healthcare payment and claims cost management solutions.
Experience in healthcare payment integrity/case management required; college degree and active LPN or RN required; coding experience or certification preferred; strong data analysis, client-facing, project management, and MS Office skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
IRENNASDAQ: IREN: Operates renewable-powered data centers for AI and Bitcoin mining
5+ YOEBachelor's in safety/environment/engineering or equivalent,5+ years HSSE experience in programs/systems,knowledge of ISO 45001/14001,experience with HSE software,data analysis,project management,and strong communication skills.