is an independent contributor to the second line of defense for Texas Capital Bank and provides credit assurance and advisory services...
(CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory... Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures...
of Solomon's Solutions Delivery team focused on Solomon's global advisory business. This position will be responsible for client... engagement, project management, benchmarking activities, maintaining technical integrity of advisory projects...
activities to better serve clients Be a trusted resource in financial advisory practice management and ClientWise content... with or partnering with Financial Advisors Strong understanding of Enterprise Value and Practice Management in a financial advisory...