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Keywords: Client Partner - Financial Services, Location: Dallas, TX

Page: 2

J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TX (Hillcrest and University)

best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management... solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support...

Company: JPMorgan Chase
Location: Dallas, TX
Posted Date: 21 Aug 2025

Client Executive, SLED North TX/Dallas

experience Experience with consultative services sales approach and/or disruptive technology A recent understanding of the SLED..., Security, Data and AI, Professional Services, Data Centers and Cloud. Strong skills in developing new relationships...

Location: Dallas, TX
Posted Date: 12 Jul 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Posted Date: 19 Sep 2025

Financial Professional- Remote

Types We offer 3 types of work effort: 1. Full Time 2. Part Time 3. Referral Partner depending on your current...-timers. You get to work with A+ rated financial companies across the nation. Experience No financial experience...

Posted Date: 08 Aug 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Posted Date: 20 Sep 2025

Chief Financial Officer

Chief Financial Officer (CFO) Confidential Client | Construction Services | On-Site Executive Role About the... Opportunity Our confidential client is seeking a high-performing Chief Financial Officer (CFO) to join their executive leadership...

Location: Dallas, TX
Posted Date: 30 Sep 2025

Financial Controller

Our client seeks an experienced Engineering Services Financial Controller to manage the financial health, compliance..., and operations of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting...

Location: Dallas, TX
Posted Date: 21 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Location: Dallas, TX
Posted Date: 20 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Company: ExcelliSearch
Location: Dallas, TX
Posted Date: 20 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Company: KOB Solutions
Location: Dallas, TX
Posted Date: 20 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Company: Sun Recruiting
Location: Dallas, TX
Posted Date: 20 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Posted Date: 20 Sep 2025

Financial Controller

Our client seeks an experienced Engineering Services Financial Controller to manage the financial health, compliance..., and operations of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting...

Location: Dallas, TX
Posted Date: 20 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Company: Zaddy Solutions
Location: Dallas, TX
Posted Date: 20 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Location: Dallas, TX
Posted Date: 19 Sep 2025

Financial Controller

Our client seeks an experienced Financial Controller to manage the financial health, compliance, and operations... of an engineering services firm. This role will oversee daily accounting, financial reporting, budgeting, forecasting, and internal...

Posted Date: 19 Sep 2025

Financial Center Manager

officers with client and prospecting calls Required to perform all duties necessary for operating an efficient financial..., customer service and sales Strong knowledge of bank products and services Strong financial acumen including Business...

Location: Dallas, TX
Posted Date: 19 Sep 2025

Sr Financial Relationship Consultant

including deposits, lending and other financial services Must be Series 65 licensed, or possess the ability to pass exam... in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated...

Location: Dallas, TX
Posted Date: 21 Aug 2025

Financial Center Manager

officers with client and prospecting calls Required to perform all duties necessary for operating an efficient financial..., customer service and sales Strong knowledge of bank products and services Strong financial acumen including Business...

Location: Dallas, TX
Posted Date: 30 Jul 2025

Tax Managing Director, Core Tax Services

while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying... in the direct supervision as either a final or secondary reviewer under the partner. Finally, the Tax Managing Director...

Company: BDO
Location: Dallas, TX
Posted Date: 04 Oct 2025