Advisor
3 months ago
Full Time, Permanent Opportunity for Advisor
Catalyst and Your Career
At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and sound manner.
To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way
The Work Itself
The primary purpose of this position is to provide comprehensive strategic financial counsel to subscribers of Catalyst Strategic Solutions’ Advisory Service. This includes balance sheet composition, loan and deposit pricing, earnings strategies, investment strategies, derivative hedging, capital strategies, and trade execution. Supporting the development or review of operational policies to support any of the above strategies is considered part of this role. In addition, this position requires outstanding written and oral language skills to support strategic recommendations, build relationships, and support the brand and reputation of Catalyst. This role is expected to create presentations, independently speak at conferences, host webinars, visit clients, and support the sales function as necessary.
The Talent You Bring
The Essential Requirements:
- Four-year bachelor’s degree (BA, BS, BBA, etc.)
- 4-6 years balance sheet, investment portfolio management and interest rate risk hedging experience for financial institutions
- Deep working knowledge of various investment options (e.g., Treasuries, Agency MBS, CMOs and CMBS), and interest rate derivatives (swaps, caps, floors and futures)
- Understanding of subordinated debt issuance and business case benefits
- Proficient in public speaking and writing on financial topics
- Ability to work with business units to gather data requirements and craft a solution
Additional skills and experience are a plus:
- Master’s Degree (MA, MS, MBA. etc.)
- Chartered Financial Analyst (CFA) designation
- Financial Risk Manager (FRM) Designation
- Series 7 and 63 NASD securities licenses
How We'll Have Your Back
Catalyst Corporate’s compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:
- Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
- Planning for the Future: 401K retirement savings plan with matching and company contributions.
- Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
- Building a Family: We were named “Best Place for Working Parents” 4 years in a row due to our commitment to family-friendly policies and practices.
- Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.
Who We Are
Catalyst Corporate Federal Credit Union is a wholesale cooperative financial institution that serves 1,400+ credit unions across the country. Catalyst Corporate provides its members with core financial services and back-office support, including payments, liquidity, investment and balance sheet management solutions. For more information, visit www.catalystcorp.org.
Catalyst Corporate is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.
-
Service Advisor
4 weeks ago
Plano, Texas, United States Toyota of Plano Full timeService Advisor Job DescriptionWe are seeking a skilled Service Advisor to join our team at Toyota of Plano. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Greet and Assist Customers: Provide a warm and welcoming experience for our customers, addressing their needs...
-
Service Advisor
4 weeks ago
Plano, Texas, United States Caliber Auto Care Full timeService Advisor Job DescriptionAt Caliber Auto Care, we are seeking a highly skilled and customer-focused Service Advisor to join our team. As a Service Advisor, you will play a critical role in providing exceptional customer service and promoting our automotive services.Key Responsibilities:Promptly greet customers and provide a professional and courteous...
-
Service Advisor
1 week ago
Plano, Texas, United States Aritzia Full timeThe OpportunityAritzia is growing, and our Service team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for delivering exceptional service to our clients. As the Service Advisor, you will process transactions, manage client services, and create memorable moments for clients at the service counter.The RoleAs the...
-
Service Advisor
7 days ago
Plano, Texas, United States Aritzia Full timeThe Service DepartmentThe mission of the Service Department is to deliver exceptional service to our clients. As a Service Advisor, you will be part of a team that is dedicated to building strong relationships with our clients. The OpportunityAritzia is growing, and our Service team is growing with it. This is a unique opportunity to be part of a team that...
-
Financial Advisor
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full time{"title": "Financial Advisor", "description": "Financial AdvisorCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.CFS is a broker/dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members.We...
-
Academic Advisor
1 week ago
Plano, Texas, United States Collin College Full timeJob SummaryWe are seeking a highly skilled Academic Advisor to join our team at Collin College. As an Academic Advisor, you will play a critical role in supporting students in achieving their academic goals.Key Responsibilities:Develop and implement academic advising programs for students, including individual and group advising sessions.Provide guidance on...
-
Private Wealth Advisor
2 weeks ago
Plano, Texas, United States BOK Financial Full timeJob Title: Private Wealth AdvisorBOK Financial is seeking a Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, and businesses.Key Responsibilities:Develop and expand client relationshipsProvide financial planning and investment...
-
Beauty Advisor
3 weeks ago
Plano, Texas, United States Sephora Full timeAbout the RoleWe are seeking a skilled and passionate Beauty Advisor to join our team at Sephora. As a Beauty Advisor, you will play a key role in guiding clients on their beauty journey, creating memorable experiences, and providing exceptional customer service.Key ResponsibilitiesProvide personalized beauty consultations to understand clients' beauty goals...
-
Academic Advisor
2 weeks ago
Plano, Texas, United States Collin College Full timeJob SummaryWe are seeking a highly skilled Academic Advisor to join our team at Collin College. As an Academic Advisor, you will play a critical role in supporting students in achieving their academic goals. Your primary responsibility will be to provide academic guidance and support to students, helping them navigate the college experience and make informed...
-
Academic Advisor
2 weeks ago
Plano, Texas, United States Collin College Full timeJob SummaryWe are seeking a highly skilled Academic Advisor to join our team at Collin College. As an Academic Advisor, you will play a critical role in supporting students in achieving their academic goals. Your primary responsibility will be to provide academic guidance and counseling to students, helping them navigate the college experience and make...
-
Wealth Advisor
1 week ago
plano, United States Peak American Financial Companies, Inc. Full timePOSITION SUMMARY:PEAK American is a Plano, TX based investment management firm serving the mass affluent and UHNW markets. We are one of the fastest growing RIAs in Texas, offering a tremendous opportunity and framework for an experienced wealth advisor to scale quickly and work with an experienced team that truly will support you.The most challenging...
-
Wealth Advisor
1 month ago
plano, United States Peak American Financial Companies, Inc. Full timePOSITION SUMMARY:PEAK American is a Plano, TX based investment management firm serving the mass affluent and UHNW markets. We are one of the fastest growing RIAs in Texas, offering a tremendous opportunity and framework for an experienced wealth advisor to scale quickly and work with an experienced team that truly will support you.The most challenging...
-
Wealth Advisor
1 month ago
Plano, United States Peak American Financial Companies, Inc. Full timePOSITION SUMMARY:PEAK American is a Plano, TX based investment management firm serving the mass affluent and UHNW markets. We are one of the fastest growing RIAs in Texas, offering a tremendous opportunity and framework for an experienced wealth advisor to scale quickly and work with an experienced team that truly will support you.The most challenging...
-
Wealth Advisor
1 month ago
Plano, United States Peak American Financial Companies, Inc. Full timePOSITION SUMMARY:PEAK American is a Plano, TX based investment management firm serving the mass affluent and UHNW markets. We are one of the fastest growing RIAs in Texas, offering a tremendous opportunity and framework for an experienced wealth advisor to scale quickly and work with an experienced team that truly will support you.The most challenging...
-
Service Advisor
2 weeks ago
Plano, Texas, United States Aritzia Full timeAbout the RoleThe Service Advisor is a key member of our Retail team, responsible for delivering exceptional client experiences and ensuring seamless transactions. As a Service Advisor, you will be the face of our brand, providing personalized service to our clients and upholding the highest standards of quality and organization.Key Responsibilities•...
-
Lead Financial Advisor
3 days ago
Plano, Texas, United States Lord and Richards, Inc. Full timeLead Financial AdvisorAre you a seasoned financial professional looking for a new challenge? At Lord and Richards, Inc., we offer a unique opportunity for experienced financial advisors to thrive in a supportive and dynamic environment.As a Lead Financial Advisor, you will be responsible for building and maintaining relationships with new and existing...
-
Private Wealth Advisor
3 weeks ago
Plano, Texas, United States BOK Financial Full timeJob Title: Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team at BOK Financial. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, and businesses.Key Responsibilities:Develop and implement comprehensive financial plans for...
-
Service Advisor, Plano Lexington
3 days ago
Plano, Texas, United States Tesla Full timeService Advisor Opportunity at TeslaTesla is seeking a dedicated Service Advisor to join our team. As a Service Advisor, you will be responsible for delivering exceptional customer service and technical expertise in servicing vehicles.Key Responsibilities:Provide prompt and courteous service to customers, addressing their inquiries and concerns.Assess...
-
Automotive Service Advisor
1 week ago
Plano, Texas, United States Ewing Buick GMC Full timeJob DescriptionWe are seeking a highly skilled Automotive Service Advisor to join our team at Ewing Buick GMC. As a key member of our service department, you will be responsible for ensuring our customers receive exceptional service and support.Responsibilities:Interpreting customer concerns and comments and liaising with technicians.Greeting customers and...
-
Wealth Management Advisor
2 weeks ago
Plano, Texas, United States Sunflower Bank Full timeJob Title: Wealth Management AdvisorSunflower Bank is seeking a seasoned Wealth Management Advisor to join our team in Plano, TX.Job SummaryWe are looking for a highly motivated and experienced Wealth Management Advisor to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses,...