UNKNOWN

FEED

As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients.

YEAR

Altruist

Advisor Support Representative

ea_via_bold

Through on-the-job training, you'll gain deep knowledge of financial services and learn how to discuss topics like new accounts, transaction status, money movement, and retirement services with clarity and confidence. You'll engage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance and helping them succeed in their day-to-day business.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Advisor Support Associate

linkup_via_bold

You'll likely thrive here if you are: A Trusted Relationship Builder – You know how to earn trust, ask thoughtful questions, listen carefully, and lead people toward decisions. As a Financial Advisor, you'll own the client relationship from the initial conversation through ongoing planning and advice: Lead discovery conversations to understand each client's goals, values, priorities, and financial challenges.

Financial Planner Recruiting

Financial Advisor

sourcestack_via_bold

Senior Financial Advisor

You'll start by sourcing, developing deals, and booking meetings with established advisors alongside our senior team, then take on the full recruiting cycle, from discovery through signed agreement, as you build your track record here. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

Director, Advisor Business Development

GreenHouseAPI

OTHER

This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model. The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients.

Allworth Financial

Associate Advisor

greenhouse_via_bold

The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.

TRC Talent Solutions

dstribute

For someone looking to expand their expertise in complex financial planning and advance toward greater advisory responsibility, this role offers meaningful client exposure, collaboration with experienced advisors, and long-term career advancement without the pressure of sales quotas or business development requirements. We are working with an independent, fee-only wealth management firm seeking their next Wealth Advisor to support high-net-worth individuals and families, including entrepreneurs, business owners, and real estate investors.

Ross Recruiting

Wealth Advisor

PART_TIME

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).

Equinox

Style Advisor, Highland Park

appcast_organic

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.

Style Advisors, Plano

Style Advisors, Dallas

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

PNC Bank

Financial Advisor - PNC Wealth Management

Banking Advisor I

Reporting Structure: The Housing Advisor reports to the Presbyterian Homes & Services Regional Sales & Marketing Manager and works collaboratively with PHS staff, Site Leaders, and functional directors within assigned areas of accountability. The Housing Advisor will play an important role in guiding prospects through the decision-making process, developing relationships within the local community, and contributing to the ongoing sales and marketing success of Talavou.

Presbyterian Homes & Services

Sales Housing Advisor

At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams in both a dedicated and team-based client relationship management channel. Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience.

JPMorgan Chase & Co

JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX

The FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.

2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)

When renewal commissions on your book consistently exceed your base salary, you transition to Senior Risk Management Advisor and begin receiving those renewal commissions directly. Your success comes from building trust with referral partners who send you clients over time, and from happy clients who refer people they know.

C1 Insurance Group

Risk Management Advisor (College Graduate Program)

Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.

SWBC

Wealth Advisor (Dallas)

Not afraid to prospect, your business grows out of your networks, connections and relationships built with realtors, mortgage brokers and financial advisors. Through our transparent client relationships and unparalleled industry expertise we have consistently grown double digits year over year since our inception in 2011.

Risk Management Advisor - Experienced

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Customer Advisor Jobs in Plano, TX

Advisor Support Representative Altruist

Advisor Support Associate The Charles Schwab Corp

Financial Advisor Financial Planner Recruiting

Senior Financial Advisor Financial Planner Recruiting

Director, Advisor Business Development Farther

Associate Advisor Allworth Financial

Associate Advisor TRC Talent Solutions

Wealth Advisor Ross Recruiting

Style Advisor, Highland Park Equinox

Style Advisors, Plano Equinox

Style Advisors, Dallas Equinox

Financial Advisor - PNC Wealth Management PNC Bank

Banking Advisor I PNC Bank

Sales Housing Advisor Presbyterian Homes & Services

JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX JPMorgan Chase & Co

2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co

Risk Management Advisor (College Graduate Program) C1 Insurance Group

Wealth Advisor (Dallas) SWBC

Risk Management Advisor - Experienced C1 Insurance Group

J.P. Morgan Advisors -Senior Client Associate -Dallas, TX JPMorgan Chase & Co

Similar Job Searches

See More Jobs

Stand out to leading employers.