Financial Specialist Jobs in Dallas, Texas

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480 Dallas, TX Financial Specialist jobs found on Monster.

Jobs 1 to 20 of 480
At Regions, The Financial Services Specialist is viewed internally as the subject matter expert in the areas of branch sales and service. As the service specialist, you will recognize and meet customer needs by proactively selling and cross-selling appropriate products and services to new and existing customers. This is a sales position with individual and branch sales goals. The successful candi...
Supports new and established agency owners. Consults with agencies to identify best practices, education needs, and integrates Allstate Financial sales processes to support business needs. Drives process adoption with agency owner and agency staff. Review agency processes and offering guidance to improve business results (through goal setting, accountabilities, staff education) Assists agency ow...
At Regions, The Financial Services Specialist is viewed internally as the subject matter expert in the areas of branch sales and service. As the service specialist, you will recognize and meet customer needs by proactively selling and cross-selling appropriate products and services to new and existing customers. This is a sales position with individual and branch sales goals. The successful candi...
A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity You’ll have the unique opportunity to create your own destiny and potentially have a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover ...
Regions Financial Corporation Dallas, TX
Financial Services Specialist - Uptown Branch At Regions, The Financial Services Specialist is viewed internally as the subject matter expert in the areas of branch sales and service. As the service specialist, you will recognize and meet customer needs by proactively selling and cross-selling appropriate products and services to new and existing customers. This is a sales position with individu...
Allstate Dallas, TX
Description Supports new and established agency owners. Consults with agencies to identify best practices, education needs, and integrates Allstate Financial sales processes to support business needs. Drives process adoption with agency owner and agency staff. Review agency processes and offering guidance to improve business results (through goal setting, accountabilities, staff education) Assi...
Comerica Dallas, TX
Qualifications Bachelor's degree 2 years experience in public accounting or 2 years accounting experience in a banking/financial services environment 2 years experience using Word and Excel; including pivot tables, graphs, charts 2 years financial reporting/financial accounting or financial analysis experience Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in ...
Comerica Dallas, TX
Qualifications Qualifications: Bachelor's degree 2 years experience in public accounting or 2 years accounting experience in a banking/financial services environment 2 years experience using Word and Excel; including pivot tables, graphs, charts 2 years financial reporting/financial accounting or financial analysis experience Comerica Incorporated (NYSE: CMA) is a financial services company ...
Unity Search has partnered with this extremely reputable company in search for a Senior Accountant to assist with Financial Reporting. This position will work side by side with several highly visible roles within the company, helping serve a key position with respect to all SEC reporting, internal reporting as well as other regulatory reporting and various ad hoc projects. This company has a very ...
A fantastic opportunity for anyone selling Financial Services products (Life, Retirement, Education and/or Investment products). Help others solve some of their most pressing problems while building your very own practice representing one of the most highly respected Insurance and Broker Dealer in the nation. Here is what we need. Requirements: High School Diploma, college degree preferred At l...
United States Courts Dallas, TX, 75201
Position Description: The primary focus of this position is to perform accounting and financial management activities and ensure the accountability of funds collected, deposited, distributed, and disbursed. The position is responsible for ensuring the accuracy and completeness of data, quality of service, and compliance with internal controls, government requirements, regulations, and polici...
Regions Financial Corp Dallas, TX, 75201
At Regions, The Financial Services Specialist is viewed internally as the subject matter expert in the areas of branch sales and service. As the service specialist, you will recognize and meet customer needs by proactively selling and cross-selling appropriate products and services to new and existing customers. This is a sales position with individual and branch sales goals. The successful candi...
Dallas Independent School District Dallas, TX, 75201
QUALIFICATIONS • Accredited High School Diploma or equivalent (U.S.A. equivalency) • Two years of experience in payroll or related field • Ability to communicate effectively in verbal and written form • Skills in computer utilization and the operation of calculators/adding machines • Ability to diffuse problems and hostile attitudes • Ability to interact effectively with all levels of distri...
Description This position requires reviewing documentation for accuracy and content, reviewing Mortgage Deeds, Notes, property Appraisals and BPO's, Credit Bureaus, Property Titles, Tax reports, accounts information on Maestro, and the preparation of several reports involved in the foreclosure process. Also, responsible for updating the branches on the status of the accounts by phone and/or email...
Regions Financial Corp Lancaster, TX, 75134
At Regions, The Financial Services Specialist is viewed internally as the subject matter expert in the areas of branch sales and service. As the service specialist, you will recognize and meet customer needs by proactively selling and cross-selling appropriate products and services to new and existing customers. This is a sales position with individual and branch sales goals. The successful candi...
Health Care Service Corporation Richardson, TX
Description: We are an Equal Opportunity Employment / Affirmative Action employer dedicated to workforce diversity and a drug-free and smoke-free workplace. Drug screening and background investigation are required, as allowed by law. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, or protected veteran...
Basic Purpose: The Customer Relations Retirement Specialist I position exists to analyze, process and articulate vast participant requests and inquiries pertaining to the full GuideStone Financial Resources spectrum of retirement, taxes, and loan programs via our toll-free service. Customer Relations Specialists are usually the initial and only liaison between participants and the various levels ...
Apply online at http://careers.accountcontrol.com/careers/ Founded in 1990, Account Control Technology, Inc. (ACT) offers solutions to improve the long-term financial well-being of clients, consumers and employees. ACT is a national leader in delivering consultative debt management, collection and business office solutions for the education, government, consumer and commercial markets. Dedicated...
Xerox Corporation Dallas, TX
Description Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing se...
Xerox Corporation Dallas, TX
Description Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing se...

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Finance Career Tools

Investment Specialist

Salaries

$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Dallas
(51 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
47.7%
Some College Coursework Completed
20.5%
High School
13.6%
Master's
11.4%
Associates
6.8%
(44 Respondents)
Source: Monster.com Careerbenchmarking Tool

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