Senior Home Lending Advisor - Heath TX JPMorgan Chase & CoSenior Home Lending Advisor - Heath TXHeath, TXJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewAgency Talent Professional State FarmAgency Talent ProfessionalRichardson, TX$80,600–$101,450 / yearAgency Talent Professionals lead the end-to-end recruitment process by identifying, sourcing, and coaching qualified entrepreneurial candidates, building strong networks, and collaborating with stakeholders to successfully fill entrepreneurial or small business owner openings with high-quality talent, while ensuring an efficient and engaging candidate experience . Additional requirements: Knowledge: Must demonstrate in-depth knowledge and understanding of the State Farm Agency distribution system, ICA Limited Tenure Agreement (LTA), Licensed Staff Agreements (LSA) and State Farm company operations, products, and services.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IDallas, TexasIn 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.
Remote Account Executive Opportunity ReminderMediaRemote Account Executive OpportunityDallas, TXRemote$65,000–$125,000 / yearReminderMedia is a leading marketing services provider that has helped over 100K small businesses grow their client base through a powerful suite of digital and direct-mail marketing tools. ReminderMedia is a leading marketing services provider dedicated to helping small businesses grow and retain clients through innovative digital and direct-mail marketing tools.
Senior Manager, Payments Compliance NCR Voyix CorpSenior Manager, Payments ComplianceIrving, TXProvide ongoing reporting to executive leadership, internal audit, enterprise risk management, and governance committees regarding compliance metrics, emerging risks, remediation efforts, and regulatory changes impacting payment operations. Combining a flexible, intelligent platform with end-to-end payments capabilities and services developed through its deep industry experience, NCR Voyix empowers retailers and restaurants to accelerate new possibilities for their operations, experiences and business outcomes.
NewSenior Experience Lead State FarmSenior Experience LeadRichardson, TX$137,000–$179,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! We're looking for experienced design leaders who are passionate about elevating design excellence, building our overall design capability through the development of our practitioners, and shaping the future of Experience Design at State Farm.
Financial Professional/Advisor (Bilingual Vietnamese) New York LifeFinancial Professional/Advisor (Bilingual Vietnamese)Dallas, TexasTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Investment Executive (Financial Advisor) Garland, TX Fifth Third BankInvestment Executive (Financial Advisor) Garland, TXGarland, TexasInvestment Executive (Financial Advisor) Garland, 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.
Investment Executive (Financial Advisor) Dallas, TX Fifth Third BankInvestment Executive (Financial Advisor) Dallas, TXDallas, TexasInvestment Executive (Financial Advisor) Dallas, 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.
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.
Investment Executive (Financial Advisor) Grapevine, TX Fifth Third BankInvestment Executive (Financial Advisor) Grapevine, TXCoppell, TexasInvestment Executive (Financial Advisor) Grapevine, 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.
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 Solutions Advisor Consumer Investments - Central DFW Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Central DFW MarketDallas, TXKey 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. Back to search results Financial Solutions Advisor Consumer Investments - Central DFW Market Dallas, Texas; Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewAdvance to Financial Planning Advisor Vanguard GroupAdvance to Financial Planning AdvisorPlano, TXAfter approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role.
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.
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 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 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.
Senior Financial Aid Advisor West Coast University IncSenior Financial Aid AdvisorRichardson, TXAssisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.
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 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.
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 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.
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.
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.
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.
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.
Fiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based UpsideDallas, TX$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the DFW area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
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.
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).
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.
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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish PreferredLewisville, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
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.
Advisor Experience Specialist Cetera Financial Group IncAdvisor Experience SpecialistDallas, TX$55,000–$75,000 / yearCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Wealth Business Advisor Truist Financial CorpWealth 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).
Wealth Advisor (Dallas) Southwest Business CorporationWealth Advisor (Dallas)Dallas, TXWealth 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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TXDallas, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Financial Planner Cain Watters & AssociatesAssociate Financial 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. Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.
Business Development / Financial Consultant CORDA Investment ManagementBusiness Development / Financial ConsultantDallas, TexasWe’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.
Bilingual Financial Services Professional - San Antonio, TX Thrivent Financial for LutheransBilingual Financial Services Professional - San Antonio, TXSan Antonio and Surrounding Areas, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate 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.
Risk Management Advisor - Experienced C1 Insurance GroupRisk Management Advisor - ExperiencedDallas, TX$48,000–$120,000Not 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.
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.
Advisor Marketing Manager FartherAdvisor Marketing ManagerDallas, TXAs an Advisor Marketing Manager, you'll take ownership of the strategy behind how our advisors build their brands and their books — moving beyond executing requests to setting the direction for how we market at scale. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.