Financial Advisor
1 week ago
Job Description This role is with a large Portfolio Management firm with over $250 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis. 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). You are responsible for managing these client relationships and speaking to clients about their portfolios/investments. As 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. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes the highest paid employee at the firm $85,000-$120,000 + discretionary bonuses. However, realistically new hires should expect to start on the lower end of the compensation range, at around $85,000-$95,000 + bonuses ($20,000-30,000). Benefits: 100% coverage on all health/medical, dental and vision care for you and any dependents and 401k matching.
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Financial Advisor
3 weeks ago
Plano, United States Ameriprise Financial Full timeFinancial AdvisorAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous...
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Financial Advisor
4 days ago
Plano, United States Ameriprise Financial Full timeAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility,...
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Certified Financial Advisor
3 hours ago
Plano, United States Dallas Staffing Full timeCertified Financial AdvisorJoin Vanguard as a Certified Financial Advisor in Plano, TX. Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. With competitive compensation, excellent benefits, and a supportive, inclusive...
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Advisor Recruiter/Business Development Manager
2 weeks ago
Plano, United States Prudential Financial Full timeAdvisor Recruiter/Business Development ManagerFor more than 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. At Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry. We...
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Financial Advisor- El Paso, TX
1 week ago
Plano, Texas, United States Corebridge Financial Full timeWho We AreAt Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to...
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Client Service Associate
2 weeks ago
Plano, United States Kestra Financial Independent Advisor Full timeThe Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and...
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Client Service Associate
3 weeks ago
Plano, United States Kestra Financial Independent Advisor Full timeThe Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities...
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Plano, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate - East Dallas Mesquite, Texas;Dallas, Texas; Allen, Texas; Rockwall, Texas; Plano, Texas; Mesquite, Texas; Tyler, Texas; Garland, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age....
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Client Service Specialist
3 weeks ago
Plano, United States Advisor Employee Services Full timeClient Service Specialist Do you love checking things off your list, keeping clients happy, and making sure nothing slips through the cracks - even on the busiest days? At Frazier Wealth Strategies in Plano, TX we help retirees and pre-retirees build confidence in their financial future. We're looking for a Client Service Specialist who's sharp, proactive,...
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Client Service Coordinator
2 days ago
Plano, United States Ameriprise Financial Full timeClient Service Coordinator Step into an instrumental role with a premier financial planning and wealth management practice. Help conduct the smooth operation of a fast-paced, independent financial advisory practice of Ameriprise Financial. As a Client Service Coordinator, you will be a part of a fast-paced environment on a small, highly reciprocal team of...