NewWealth Advisor JobotWealth AdvisorDallas, TX$75,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Plano, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewCFO JobotCFOPlano, TX$225,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a proven track record in strategic financial planning, budget management, and financial analysis, combined with a deep understanding of the engineering industry.
NewSegment Director/Advisor, Power Markets - Utilities EnverusSegment Director/Advisor, Power Markets - UtilitiesDallas, TX$100,000–$150,000 / yearLead client-first discovery and go-to-market motions for new products and upgrades to ensure successful launches that encapsulate the needs of all stakeholders across product development, sales, customer success, marketing, and other functional groups. As a Segment Director or Advisor, Power Markets - Utilities, you will collaborate with product development, sales, customer success, and marketing to strategically lead go-to-market motions, strategic messaging, and client relationships.
NewLicensed Insurance Advisor - WFH Teleperformance USALicensed Insurance Advisor - WFHDallas, TXInternet Requirements: A dedicated workspace located near your router to support a hardwired Ethernet connection (minimum 15 Mbps download/10 Mbps upload, ISP under 50ms). As a Licensed Insurance Specialist, Seasonal, you will serve as a primary point of contact for our clients, managing inbound and outbound communications with professional excellence.
Transaction Advisory Experienced Manager - Financial Due Diligence bdo consultingTransaction Advisory Experienced Manager - Financial Due DiligenceDallas, TX$130,000–$160,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
NewDirector, HR Business Partner- Financial Services Discover Financial ServicesDirector, HR Business Partner- Financial ServicesPlano, TX$187,300–$213,700 / yearProvide strategic HR business partnership to one or more business groups as a member of the senior leadership team (led by senior executives); Serve as an integral, data-driven thought partner accelerating problem-solving and driving business outcomes through human capital strategies; Oversee and direct the prioritization and delivery of HR solutions to the business, including: people strategy, culture and belonging, organizational efficiency, workforce planning, and succession management; Partner with the HR leadership team on planning and delivering HR solutions to the business; and. The successful HR Business Partner embraces new challenges, connects dots across industries and functions to generate new insights, drives high-impact results, motivates others, creates followership, and maintains a high bar for talent, while fostering an environment of trust, collaboration, and belonging.
Financial Advisor Northwestern MutualFinancial AdvisorAddison, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor AmeripriseFinancial AdvisorPlano, TexasProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorDallas, TexasVanguard 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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorPlano, TXAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorDallas, TX$45,000–$100,000 / yearWe know that building a business takes time so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills systems and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies residential business networking introductions and referrals social media and speaking engagements.
Financial Advisor II Frost BankFinancial Advisor IIPlano, TexasAs a Financial Advisor II , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.
Financial Advisor III Frost BankFinancial Advisor IIIDallas, TexasAs a Financial Advisor III , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Dallas MarketFrisco, TXBack to search results Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market Frisco, Texas; Flower Mound, Texas; McKinney, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Dallas Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Dallas MarketDallas, TXOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Dallas Market Dallas, Texas; Tyler, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor III Cullen/Frost Bankers IncFinancial Advisor IIIDallas, TXWho you are: As a Financial Advisor III, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
Financial Advisor II Cullen/Frost Bankers IncFinancial Advisor IIPlano, TXWho you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.
Virtual Financial Advisor - Dallas - Hybrid Thrivent Financial for LutheransVirtual Financial Advisor - Dallas - HybridDallas, TX$23.80–$26.45 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
Financial Advisor CORDA Investment ManagementFinancial AdvisorDallas, TexasThis role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth. At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy.
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)Plano, TXThe 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.
Financial Advisor - Fort Worth Thrivent Financial for LutheransFinancial Advisor - Fort WorthFort Worth/San Angelo/Abilene, 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.
Financial Advisor - Dallas/Tyler Thrivent Financial for LutheransFinancial Advisor - Dallas/TylerDallas, 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.
Financial Advisor - Lubbock Thrivent Financial for LutheransFinancial Advisor - LubbockMidland/Lubbock/Odessa, 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.
Financial Advisor - Austin And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Austin And Surrounding AreasAustin 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.
Financial Advisor - San Antonio And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - San Antonio And Surrounding AreasSan 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.
Financial Solutions Advisor - Preston Lebanon Financial Center Bank of America CorpFinancial Solutions Advisor - Preston Lebanon Financial CenterFrisco, 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. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
NewFinancial Advisor Professions IncFinancial AdvisorDallas, TXEvaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
Financial Advisor LPL Financial ServicesFinancial AdvisorDallas, TX$45,000–$75,000 / yearThis employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Wealth Financial Advisor - Dallas, TX Corebridge Financial IncWealth Financial Advisor - Dallas, TXTXWe 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. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
NewHFA Financial Advisor Senior -Branch Huntington Bancshares IncHFA Financial Advisor Senior -BranchDallas, TXCoach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementMcKinney, 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.
Financial Advisor LPL FinancialFinancial AdvisorDallas, TexasThis employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
NewFinancial Advisor (Dallas) Spectrum Financial GroupFinancial Advisor (Dallas)Dallas, TX$75,000–$125,000 / yearAs a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
NewFinancial Advisor (Frisco) Spectrum Financial GroupFinancial Advisor (Frisco)Frisco, TX$75,000–$125,000 / yearAs a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
Financial Advisor - Simmons Bank LPL Financial ServicesFinancial Advisor - Simmons BankDallas, TXThis employment opportunity at Simmons Bank in Dallas, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Simmons Bank for financial solutions.
Financial Advisor - Nasa Federal Credit Union LPL Financial ServicesFinancial Advisor - Nasa Federal Credit UnionArlington, TX$60,000–$80,000 / yearThis employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to NASA Federal Credit Union for financial solutions.
In House Financial Advisor - Delos First United Bank & Trust CoIn House Financial Advisor - DelosDallas, TXThis role focuses on delivering a consistent, high-quality Delos Capital Advisors and bank client experience while converting eligible clients to advisory or digital investment solutions managed by Delos portfolio managers. This position is designed as a career-track advisory role, providing meaningful client ownership, revenue-based upside, and a clear path to advancement for high-performing advisors.
Financial Advisor with Sales Background Barr District - New York LifeFinancial Advisor with Sales BackgroundFrisco, TXFull timeOur mission is to build momentum by identifying real potential, restoring ownership, and creating clear paths forward so the right people grow the right way, without force or shortcuts. Follow this link to hear from multiple New York Life agents and discover the rewarding career paths they’ve created: https://youtu.be/tCmrZ2_M_4M .
Financial Advisor MBC Talent ConnectionsFinancial AdvisorDallas, TexasThis role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, TXYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
Manager, Financial Advisors Vanguard GroupManager, Financial AdvisorsPlano, TXThis role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs. Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
Financial Advisor - Dallas, TX Corebridge Financial IncFinancial Advisor - Dallas, TXTXCandidates 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 Professional/Advisor (Bilingual Chinese) New York LifeFinancial Professional/Advisor (Bilingual Chinese)Frisco, 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.
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.
Financial Professional / Advisor New York LifeFinancial Professional / AdvisorDallas, 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.
Financial Advisor - Simmons Bank LPL FinancialFinancial Advisor - Simmons BankDallas, TexasThis employment opportunity at Simmons Bank in Dallas, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Simmons Bank for financial solutions.
Treatment & Financial Advisor Spearmint Dental & Orthodontics - PrincetonTreatment & Financial AdvisorPrinceton, TexasOur practice is known for providing the community with a wide range of services using state-of-the-art technology and modern techniques. Spearmint Dental & Orthodontics is looking to add a Treatment & Financial Advisor to our Princeton team!
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.
Financial Advisor Teacher's Pension and Insurance ServicesFinancial AdvisorDallas, TX$50,000–$75,000 / yearThe educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively.". We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.