Trusted Advisor Jobs in Austin, TX
Looking for Trusted Advisor jobs in Austin, TX? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Austin, TX area.
Senior Home Lending Advisor - McKinney TX
Company: JPMorgan Chase
Location: Allen, TX
Posted Jan 23, 2025
Client Associate
Company: Royal Bank of Canada
Location: Lakehills, TX
Posted Jan 23, 2025
RBC Wealth Management is seeking a Client Associate/Registered Client Associate to join their branch. The role involves building and maintaining professional relationships with clients, handling account inquiries, adhering to compliance standards, and facilitating fund transfers. The ideal candidate will have a Bachelor's degree, strong soft skills, and relevant licenses. RBC offers a comprehensive Total Rewards Program, opportunities for growth, and a collaborative work environment.
Pharmacy Technician
Company: CVS Health
Location: Fort Worth, TX
Posted Jan 23, 2025
CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. They are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. The role involves completing basic inventory activities, delivering additional health care services, and adhering to all relevant laws and regulations.
Sr. Associate, Finance Technology
Company: Revantage, a Blackstone Portfolio Company
Location: Dallas-Fort Worth, TX
Posted Jan 23, 2025
Revantage, a Blackstone Real Estate portfolio company, is a global provider of corporate services. With a commitment to collaboration and inclusivity, Revantage delivers value-added services and world-class talent for Blackstone Real Estate portfolio companies across diverse asset classes. The company values its people, fostering a workplace where everyone can be themselves and do their best work. The Finance Technology team, based in Chicago, functions as a liaison between technical systems and financial business personnel to support and improve business strategies, processes, goals, and objectives. The role involves identifying financial reporting requirements, providing financial systems support, and ensuring accuracy of financial reporting and compliance with internal controls. The ideal candidate should have a Bachelor's degree in accounting, finance, or technology with relevant experience, minimum of 3 years of experience with accounting, audit, IT, or accounting/finance-related systems, and knowledge of US GAAP. Strong communication, problem-solving, and interpersonal skills are required. Preferred qualifications include real estate experience, CPA certification, and experience implementing new finance systems and applications.
Asset & Wealth Management, Wealth Management Risk, Analyst/Associate - Dallas
Company: Goldman Sachs
Location: Dallas, TX
Posted Jan 23, 2025
Goldman Sachs' Wealth Management Risk Team is seeking Analysts and Associates with a strong work ethic, strategic thinking, and the ability to think outside the box. The team offers exposure to senior managers, expertise in risk identification and management, and a deeper understanding of the business. The role involves managing issue identification, analysis, remediation, and monitoring, as well as developing process and controls environment. Candidates should have a Bachelor's degree in Risk Management, Business, Finance, or a related field, and at least 3+ years of experience in financial services with operational risk exposure or audit. Strong analytical, critical thinking, problem-solving, and communication skills are required. Goldman Sachs is committed to fostering diversity and inclusion, and offers opportunities for professional growth and personal development.
Principal Systems Analyst
Company: Fidelity Investments
Location: Westlake, TX
Posted Jan 23, 2025
Fidelity Investments is seeking a Principal Systems Analyst to develop next-generation customer authorization solutions. The role involves working with application teams to collect authorization requirements, evolve them into work items for security engineering, and communicate across business and technical teams. The ideal candidate should have expertise in security-focused teams and technologies, with a deep understanding of security concepts like authentication and authorization. The successful applicant will be part of the Workplace Customer Protection Center of Excellence, supporting protecting thousands of employers and millions of participants. They will develop client-facing cybersecurity applications and infrastructure software components. Fidelity values a culture of trust, collaboration, continuous learning, and inclusivity. The role offers opportunities for career growth and flexible benefits.
VP, Financings (Insurance Compliance)
Company: Revantage, a Blackstone Portfolio Company
Location: Dallas-Fort Worth, TX
Posted Jan 23, 2025
Revantage, a Blackstone Real Estate portfolio company, is a global provider of corporate services. With a commitment to collaboration and inclusivity, Revantage delivers value-added services and world-class talent for Blackstone Real Estate portfolio companies across diverse asset classes. The company values its people, fostering a workplace where everyone can be themselves and do their best work. The role involves providing advisory services to Blackstone Capital Markets team, managing preclosing risk review of commercial real estate transactions, and liaising with lenders, attorneys, and brokers. The ideal candidate should have a minimum of 8 years of insurance experience, 5 years of lending experience, and a Bachelor's Degree. The company offers competitive salary, work-life balance, and learning opportunities.