Financial Advisor - Dallas, TX Corebridge Financial Inc.Financial Advisor - Dallas, TXDallas, TXCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Financial Advisor - Dallas, TX Corebridge Financial Inc.Wealth Financial Advisor - Dallas, TXDallas, TXCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Senior Financial Advisor Proxy FinancialSenior Financial AdvisorDallas, TXRemoteFull timeWe are actively building and expanding in key markets, including: CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York) . The Senior Wealth Advisor role is designed for experienced professionals who have demonstrated success in developing client relationships, delivering advanced planning strategies, and leading complex financial conversations.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementIrving, TXIn 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.
Investment Executive (Financial Advisor) Irving, TX Fifth Third BankInvestment Executive (Financial Advisor) Irving, TXDallas, TexasInvestment Executive (Financial Advisor) Irving, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Financial Solutions Advisor - Ft Worth Market Bank of AmericaFinancial Solutions Advisor - Ft Worth MarketMansfield, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Greater Dallas/Ft. Worth Market Bank of AmericaFinancial Solutions Advisor - Greater Dallas/Ft. Worth MarketFrisco, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Investment Executive (Financial Advisor) Grapevine, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Grapevine, TXGrapevine, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Garland, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Garland, TXGarland, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Plano, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Plano, TXDallas, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Richardson, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Richardson, TXRichardson, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Advisor The Vanguard GroupFinancial AdvisorDallas, TexasIn this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Financial Advisor Proxy FinancialFinancial AdvisorDallas, TXRemoteFull timeWe are actively building and expanding in key markets, including: CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York). Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
NewFinancial Advisor Opes OneFinancial AdvisorAddison, TX$65,000–$300,000Location: DFW, Texas, East Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa. Commission Pay : $60,000.00 - $300,000.00 + per year (uncapped commission structure) + draw .
Financial Solutions Advisor- NW Snohomish Area Bank of AmericaFinancial Solutions Advisor- NW Snohomish AreaArlington, TexasUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Advisor Qureos IncFinancial AdvisorDallasThe Financial Advisor will assess clients' financial situations, develop personalized financial plans, recommend investment and insurance products, and provide ongoing guidance to help clients build and protect their wealth. Develop personalized financial plans covering investments, retirement, tax planning, education funding, and estate planning.
Financial Advisor - Dallas, TX Corebridge FinancialFinancial Advisor - Dallas, TXDallas, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Financial Advisor - Dallas, TX Corebridge FinancialWealth Financial Advisor - Dallas, TXDallas, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor 2 Baylor Scott & White HealthFinancial Advisor 2TXRecognizes financial operations and works with all levels of assigned areas, finance, and clinical management/personnel to ensure examination accuracy. Prepares examination and presents and justifies findings, for any potential capital acquisitions, projects, new services, etc.
NewFinancial Solutions Advisor Registration Candidate-Columbia Pike and Monroe Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate-Columbia Pike and Monroe Financial CenterArlington, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Registration Candidate - East Dallas Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - East Dallas MarketRichardson, TXBack to search results Financial Solutions Advisor Registration Candidate - East Dallas Market Tyler, Texas; Richardson, Texas; Garland, Texas; Allen, Texas; Greenville, Texas; Richardson, Texas; Wylie, Texas; Rockwall, Texas; Tyler, Texas; Garland, Texas; Plano, Texas; Plano, Texas; Lucas, Texas; Murphy, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate Consumer Investments - Central DFW Market Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Central DFW MarketDallas, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Central DFW Market Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Advisor Staffing In MotionFinancial AdvisorPlano, TexasAs the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financials goals. This is a relationship manager role where you are given a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household).
Financial Aid Advisor PCI Health Training CenterFinancial Aid AdvisorRichardson, TXFull timeWorking one-on-one with students and their families, the Advisor explains funding options, packages federal and state aid in compliance with Title IV and Texas Workforce Commission (TWC) requirements and helps students understand their financial responsibilities so they can start and complete their healthcare training program with confidence. Student-focused and service-oriented; organized and deadline-driven; ethical and detail-conscious with a strong compliance mindset; able to explain complex financial concepts in plain language; collaborative team member.
Financial Solutions Advisor Registration Candidate - Greater DFW Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater DFW MarketFrisco, TXOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Wealth Advisor (Advisory Team) FartherFinancial Wealth Advisor (Advisory Team)Dallas, TX$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
Financial Aid Advisor Texas Wesleyan UniversityFinancial Aid AdvisorFort Worth, TXThis role reviews and evaluates financial aid applications for accuracy, completeness, and financial need using federal methodology, performs required verification and follow-up actions, and ensures compliance with all applicable federal and state regulations. The position may include specialized administrative responsibilities such as Pell Grant processing, Texas Education Grant administration, veterans' benefits, satisfactory academic progress appeals, or Return of Title IV aid calculations.
Financial Advisor 3 Baylor Scott & White HealthFinancial Advisor 3Frisco, TXFor full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: Immediate eligibility for health and welfare benefits. Creates and educates staff on advanced InVision reports for internal financial studies.
Financial Aid Advisor - Central Processing Team Herzing UniversityFinancial Aid Advisor - Central Processing TeamIrving, TX$21.74–$29.41 / hourMeet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals.
NewRestaurant Zone Manager - Hourly Manager Raising Cane'sRestaurant Zone Manager - Hourly ManagerMesquite, TXIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job.**Your The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Sales Representative - South Central Region (New) Hourly, Inc.Sales Representative - South Central Region (New)Dallas, TXRemoteBy integrating time tracking, payroll, and workers’ comp into a single, intuitive platform, Hourly enables business owners to run payroll in under 30 seconds and eliminates the stress of year-end workers’ comp audits. You will be responsible for generating new business by selling Hourly’s integrated solution directly to SMB owners and building a robust referral network of CPAs, insurance brokers, and financial advisors.
Analyst II - Tech Delivery 94-1687665 Bank of America, National AssociationAnalyst II - Tech DeliveryPlano, TexasSkillful in gathering/analyzing requirements/features, and hands on experience in writing and presenting creating high level designs, and process flows/workflows, and detailed software requirements specifications for the following: 1) Analytic calculation logic, financial projections, tax calculations and other complex calculations; 2) User interface (UI) requirements; 3) Report and UI analysis results; 4) Data models and requirements; 5) Batch data feeds. Collaborates with the business, development, quality assurance, and project/program management technology stakeholders to deliver together and drive growth through the successful software development, quality assurance testing, and production implementation of new roadmap functionality for advisor-facing and client facing applications.
Financial Analysis Specialist Advisor NTT DATA Group CorpFinancial Analysis Specialist AdvisorDallas, TX$72,500–$135,500 / yearLA28 contract is currently supported by the NTT Ltd North America Tech Solutions team and includes a number of unique and complex activities working closely with the Client Executive, Client Managers and Delivery Teams to ensure accurate and timely delivery inputs required for invoicing and monthly reporting/close activities. With the registration of the new NYCDOE IBOS contract, this candidate would be responsible for reviewing legacy processes to help implement automation/AI for more effective cost tracking as well as helping to review the prior Percent Completion revenue recognition process to determine more effective alternatives and checks & balances to ensure tighter financial controls.
Credit Solutions Advisor - Arlington Financial Bank of AmericaCredit Solutions Advisor - Arlington FinancialArlington, TexasPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging. • Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions.
NewSenior Business Experience & Plan Advisor - Technology Financial Management The PNC Financial Services Group IncSenior Business Experience & Plan Advisor - Technology Financial ManagementDallas, TX$91,000–$185,900 / yearPNC 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. 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.
Senior Advisor, Financial Services | Forensic And Litigation Consulting FTI Consulting, Inc.Senior Advisor, Financial Services | Forensic And Litigation ConsultingDallas, TXWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Student Financial Service Advisor Remington College of NursingStudent Financial Service AdvisorDallas, TXFollows up with students to help ensure the timely completion of applications and filings and any required documentation in support of those applications. Job Summary: Provides assistance to students applying for enrollment to Remington College and offering financial assistance options.
NewStudent Financial Services Advisor Remington CollegeStudent Financial Services AdvisorDallas, TexasFollows up with students to help ensure the timely completion of applications and filings and any required documentation in support of those applications. Job Summary : Provides assistance to students applying for enrollment to Remington College and offering financial assistance options.
Financial Analyst Advisor Finance Business Partner Jack Henry & Associates IncFinancial Analyst Advisor Finance Business PartnerAllen, TXMinimum 10 years of combination of experience in any of the following financial categories: Strategic Finance, P&L Ownership, Accounting, Finance Business Partner, Finance Operations, Corporate Finance, or Financial Planning & Analysis (FP&A) such as annual budgeting, monthly forecasting, performing expense analysis, management reporting. This role is ideal for a Finance Leader who thrives on delivering complex financial insights and partnering closely with business leaders to drive performance and strategic decision-making.
Wealth Business Advisor Truist Financial CorporationWealth Business AdvisorDallas, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Financial Planner Cain Watters & AssociatesFinancial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. The Financial Planner supports clients in achieving personal and professional financial goals while contributing to a consistent, high‑quality wealth management experience aligned with CWA’s fiduciary and tax‑optimized advisory philosophy.
Director, Financial Planning Financial EnginesDirector, Financial PlanningDallas, TX$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningDallas, TX$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Planner - Central Advice Group TIAAFinancial Planner - Central Advice GroupFrisco, TexasThis job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines. Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
Wealth Business Advisor Truist BankWealth Business AdvisorDallas, TexasUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Premier Advisor - Fort Worth, Allen, Plano or Warren, TX Truist Financial CorpPremier Advisor - Fort Worth, Allen, Plano or Warren, TXAllen, TXUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Wealth Advisor (Dallas) SWBCWealth Advisor (Dallas)Dallas, TexasWealth 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.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - DallasDallas, TXThe GPO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. Our Planning Advisors partner with GPO's Investment Management arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.
Associate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPlano, TXThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningDallas, TexasRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.