Financial Advisor
7 days ago
- Help clients evaluate their financial goals and objectives
- Conduct financial feasibility analyses and make appropriate recommendations
- Develop and implement investment plans and strategies
- Conduct effective client meetings and build relationships
- Continuously keep updated on financial markets and products
- Bachelor’s degree in Business Administration, Finance, Economics, or related field preferred
- Strong analytical and problem-solving skills
- Detail-oriented with excellent organizational skills
- Excellent communication and interpersonal skills
- Proficiency in basic computer applications (Word, Excel, etc.)
- Prior experience in financial services
- Series 7 and/or 66 Licensure
- Clients referral book leading to growth opportunities
- Strong passion for investing and financial planning
- Ability to build meaningful relationships with clients
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Voya Dallas Financial Advisor
2 weeks ago
Dallas, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Dallas area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457 enrollment,...
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Voya Dallas Financial Advisor
7 days ago
Dallas, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Dallas area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...
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Financial Advisor
Found in: Appcast US C2 - 7 days ago
Dallas, United States Prudential Advisors Full timeAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction! Prudential Advisors is looking for an experienced financial professional that is interested in working with an existing book of clients....
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Financial Advisor
2 weeks ago
Dallas, United States Spectrum Financial Group Full timeJob DescriptionJob DescriptionJOB DESCRIPTIONYou’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to,...
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Senior Financial Advisor- CFP
2 days ago
Dallas, United States Vanguard Services Inc Full timeWe believe that everyone should be given a chance to succeed – and that starts with you. As a Senior CFP Financial Advisor, you’ll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it’s the people, not just the finances that count. In this role, you will play the...
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Student Financial Service Advisor
7 days ago
Dallas, United States Remington College Full timeJob DescriptionJob DescriptionRemington College is seeking an exceptional financial aid representative!If you’re a highly motivated professional with experience in face-to-face financial aid interviewing and counseling and you have a desire to help others succeed, we want to hear from you!We’re looking for a talented, outgoing student financial services...
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Experienced Wealth Advisor
2 weeks ago
Dallas, United States Spectrum Financial Group Full timeJob DescriptionJob DescriptionYou’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the...
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Wealth Advisor
7 days ago
Dallas, United States Hanover Full timeOur client is one of the largest investment managers in the country and is building out its wealth management arm. They are looking to bring in an experienced Wealth Advisor to their Dallas team. The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships. This advisor will deliver...
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Wealth Advisor
2 weeks ago
Dallas, United States Hanover Full timeOur client is one of the largest investment managers in the country and is building out its wealth management arm.They are looking to bring in an experienced Wealth Advisor to their Dallas team.The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships.This advisor will deliver...
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Wealth Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Dallas, United States Hanover Full timeOur client is one of the largest investment managers in the country and is building out its wealth management arm.They are looking to bring in an experienced Wealth Advisor to their Dallas team.The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships.This advisor will deliver...
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Financial Planning Consultant
22 hours ago
Dallas, United States Hilltop Holdings Full timeJob Description The Wealth Management Advisory Services and Products provides holistic product solution from financial planning, income solutions, fee-based solutions, and services to registered advisors in Hilltop Securities Private Client Group (PCG), Hilltop Independent Network (HTIN) and correspondent firms (Correspondents) who provide advisory services...
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Wealth Advisor
7 days ago
Dallas, United States The Judson Group Full timeReference Number: MH7043 Location: Dallas, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment management for the firm’s clients as well as managing the day-to-day relationships and...
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Financial Professional
7 days ago
Dallas, United States New York Life Full timeJob DescriptionJob DescriptionJob DescriptionEntry level or new college graduate opportunities rarely give you a Financial Professional (Agent) opportunity that allows you to manage your own book of business. As a New York Life Insurance Company Financial Professional (Agent), you will not only manage your own book of clients, but provide clients with...
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Integration Specialist
6 days ago
Dallas, United States Allworth Financial Full timeSUMMARY: The Integration Specialist reports to the Integration Team Lead and is primarily responsible for quality document packet and ancillary form preparation, and timely submission and processing to open or transition accounts through funding in contribution to an exceptional Allworth client experience during the New Partner Transition period. The...
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Director, Transaction Advisory Services
5 days ago
Dallas, United States Ankura Consulting Group, LLC Full timeAnkura is a team of excellence founded on innovation and growth. Transaction Advisory Services, Financial Services Valuation - Practice Overview:Clients depend upon Ankuras professionals to provide insightful and thorough valuations. Ankura offers a Director, Valuation, Financial, Transaction, Advisor, Service, Banking
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Senior Financial Analyst
6 days ago
Dallas, United States Ashford Hospitality Trust Full timeThis is an entry-level position ( 1 - 5 years of experience ) that offers exceptional candidates the opportunity to work closely with senior management . Candidates should possess excellent Excel and PowerPoint skills and will take full ownership of our corporate financial models, investor presentations, and analyses for the Corporate Finance department....
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Experienced Wealth Advisor
5 days ago
Dallas, United States CareerBuilder Full timeJob Description Job Description Youve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, youll have the freedom to build your practice the way you want to, with the support of...
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Dallas, United States Charles Schwab Full timePosition Type: RegularYour opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor...
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Director of Financial Planning
3 days ago
Dallas, United States Spectrum Search Group Full timeDirector of Financial Planning & Analysis Our client, a leading provider of tech-related healthcare-focused language services, is seeking a Director of Financial Planning & Analysis (FP&A) to join its growing team. The Director of Financial Planning & Analysis plays a strategic role, across the business. Reporting to the Chief Financial Officer, the Director...
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Director of Financial Planning
23 hours ago
Dallas, United States Spectrum Search Group Full timeDirector of Financial Planning & Analysis Our client, a leading provider of tech-related healthcare-focused language services, is seeking a Director of Financial Planning & Analysis (FP&A) to join its growing team. The Director of Financial Planning & Analysis plays a strategic role, across the business. Reporting to the Chief Financial Officer, the...