Financial Advisor

**About Kestra Financial Independent Advisor**We are a dynamic and innovative firm dedicated to delivering exceptional service to our clients.

Company DescriptionInterlinc Financial Advisors, Inc. in Plano, TX, provides personalized financial planning services tailored to Pre-Retirees and Retirees. Our proactive approach serves clients address financial goals such as Income Planning, Medical Costs, Tax Strategies, Estate Planning, and Risk Management. We focus on strategies to minimize taxes,...

Req ID: 74506 Location: Plano -PLAN Areas of Interest: Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 08/02/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas,...

Financial Advisor RecruiterPlano, TXPay: $60,000 - $80,000 base salaryWheeler Staffing Partners (WSP) is seeking a Financial Advisor Recruiter to join our growing team in Plano, TX! This hybrid role offers a collaborative and dynamic work environment, with the flexibility to work both in-office and remotely. You’ll play a critical role in identifying,...

Financial Advisor RecruiterPlano, TXPay: $60,000 - $80,000 base salaryWheeler Staffing Partners (WSP) is seeking a Financial Advisor Recruiter to join our growing team in Plano, TX! This hybrid role offers a collaborative and dynamic work environment, with the flexibility to work both in-office and remotely. You’ll play a critical role in identifying,...

Lead Financial AdvisorAre you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? At Lord and Richards we provide all the leads and opportunities for the advisor without them having to spend a dollar or grind through cold calls, door-knockings...

Job Title: Financial Solutions AdvisorAbout the Job:This role is responsible for providing comprehensive financial advice and customized solutions to clients. As a Financial Solutions Advisor, you will work closely with clients to plan their short and long-term financial goals by building a financial plan that aligns with their needs.Key...

Atria Wealth Solutions is a leading provider of investment services and wealth management solutions. We are seeking a skilled Financial Advisor Specialist to join our team in the Plano, TX area.We offer a competitive salary of $80,000 - $120,000 per year, depending on experience, plus bonuses and benefits.As a Financial Advisor Specialist, your...

Join a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. InTouch Credit Union is a not-for-profit community credit union with branches in three states: Texas, Nevada, and Michigan. While...

Job OverviewAt Kestra Financial Independent Advisor, we foster a collaborative and evolving environment where professionals thrive. Our company culture prioritizes inclusiveness, ensuring that every team member feels valued and supported.Key ResponsibilitiesThe Relationship Manager will be responsible for managing and monitoring client relationships under...

Job DescriptionJob DescriptionFast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process.Series 65 or 66 license is a must.Fantastic Marketing campaigns produce unlimited appointments.  Our job is to meet, discover and close clients to assist them from their...

**Key Responsibilities:**Track all client interactions via Wealthbox, including requests, calls, and emails.Research and analyze complex client account issues.Prepare meeting materials and participate in client meetings, documenting notes and action items.Escalate potential and real client issues to the Managing Partner or Wealth Advisor.Prepare outgoing...

No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

Job DescriptionJob DescriptionThe Financial Advisor we need to join our high-performance team is a natural-born closer — a socially smooth operator who knows their stuff, lives for the thrill of the hunt and making bank. If you seek the freedom to obliterate your business goals, never step away from a challenge, and are done working with a leadership or...

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

Overview Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial...

Responsibilities and ExpectationsThis position requires providing professional and courteous service to clients, prospective clients, and colleagues. The successful candidate will effectively handle client inquiries and resolve complaints while maintaining attention to detail within a fast-paced environment.Core Accountabilities:Provides exceptional client...

We are seeking a highly experienced Wealth Management Advisor to join our team at Atria Wealth Solutions in the Plano, TX area. As a Financial Advisor with CUSO Financial Services, LP (CFS), you will work closely with credit union members to provide comprehensive wealth management services.CUSO Financial Services, L.P. (CFS) has a long history of providing...

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....