Current jobs related to Financial Advisor - Fort Worth - Talent Masters
-
Portfolio Trader and Financial Advisor
5 days ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeAbout the RoleKestra Financial Independent Advisor is seeking a highly skilled and motivated Portfolio Trader and Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Service and Support: Provide top-notch...
-
Financial Services Professional
7 hours ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeJob DescriptionKestra Financial Independent Advisor is seeking a highly skilled and motivated Financial Services Professional to join our team as a Portfolio Trader. As a key member of our investment planning team, you will be responsible for providing exceptional client service and support in the areas of investment processing, planning assistance, and...
-
Financial Planner
4 weeks ago
Fort Worth, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...
-
Financial Planner
3 months ago
Fort Worth, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...
-
National Branch Financial Advisor
4 weeks ago
Fort Worth, United States First Command Financial Services Full timeThe National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific camp Financial Advisor, Financial Planning, Service Advisor, Financial, Advisor, Brokerage, Banking
-
National Branch Financial Advisor
3 weeks ago
Fort Worth, United States First Command Financial Services Full timeJob DescriptionHow will your role impact First Command? The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...
-
Operations Associate
2 days ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeJob SummaryKestra Financial Independent Advisor is seeking a highly organized and detail-oriented Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the day-to-day operations of our financial services firm.Key ResponsibilitiesOperational DutiesEnsure seamless account creation and funding...
-
National Branch Financial Advisor
1 month ago
Fort Worth, Texas, United States First Command Financial Services, Inc. Full timeHow will your role impact First Command? The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an obligation to...
-
Financial Advisor
1 month ago
Fort Wayne, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeFinancial AdvisorAre you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established...
-
Financial Advisor
1 week ago
Fort Worth, United States Edward Jones Full timeJob DescriptionJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...
-
Financial Advisor
2 months ago
Fort Lauderdale, United States Corebridge Financial Full timeWe're passionate about excellence. AIG Retirement Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. 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. We love what we do...
-
National Branch Financial Advisor
1 month ago
Fort Worth, United States First Command Financial Services, Inc. Full timeHow will your role impact First Command? The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an obligation...
-
Financial Advisor
3 months ago
Fort Worth, United States Atria Wealth Solutions Full timeJob DescriptionJob DescriptionJoin a Winning Team!CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth...
-
Certified Financial Advisor
2 weeks ago
Fort Worth, Texas, United States Zeiders Enterprises Full timePosition OverviewCertified Financial Advisors play a crucial role in assisting individuals with their financial well-being. They offer personalized consultations, educational resources, and training tailored to enhance personal financial management skills.Key ResponsibilitiesProvide one-on-one financial consultations to clients.Deliver educational programs...
-
Financial Advisor Recruiter
2 weeks ago
Fort Worth, United States CornerStone Staffing Full time $30 - $45Job DescriptionJob DescriptionCornerStone' Professional Placement Division is partnering with a leading national company to find a highly skilled Financial Advisor Recruiter with extensive experience in the financial services sector. This role is pivotal in identifying, sourcing, and securing top talent for Financial Advisor positions in the company,...
-
Certified Financial Advisor
2 weeks ago
Fort Worth, Texas, United States Zeiders Enterprises Full timePosition OverviewCertified Financial Advisors play a crucial role in assisting individuals with their financial management needs. They offer personalized consultations, educational resources, and training sessions tailored to enhance financial literacy.Key ResponsibilitiesProvide one-on-one financial consultations to clients.Deliver educational workshops...
-
Financial Patient Advisor
2 weeks ago
Fort Worth, Texas, United States North Texas Area Community Health Center, Inc. Full timePosition OverviewThe Financial Patient Advisor plays a crucial role in supporting indirect patient care under the guidance of the Patient Access Manager. This position is integral to the clinical workflow within a team-based care model, ensuring the delivery of exceptional healthcare services.Key ResponsibilitiesConduct interviews and verify insurance...
-
Senior Financial Advisor- CFP
1 month ago
Fort Worth, United States Vanguard Group 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 role...
-
Fort Worth, Texas, United States First Command Financial Services Full timeJob OverviewHow does this role contribute to First Command?The National Branch Financial Advisor plays a crucial role in assisting First Command clients associated with the Home Office. This position entails proactive outreach to clients for account evaluations and updates, along with participation in specific initiatives as determined by leadership. The...
-
Financial Advisor Securities
4 weeks ago
Fort Worth, United States Southside Bank Full timeJob DescriptionJob DescriptionPosition Title: Financial Advisor SecuritiesExempt Status: Exempt, Full TimeReports to: SVP, Program ManagerLocation:University CenterBenefits:Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment401(k) with a Match Basic,...
Financial Advisor
2 months ago
Join an exciting 100% commission-based sales role with unlimited sales earnings potential
*Must reside locally with remote/hybrid work options*
Talent Masters is teaming up with an award-winning, industry-leading financial services company to find a driven, high-energy Financial Advisor who knows and loves their local area. Our client is a prestigious, top-tier Fortune 100 firm that has received numerous accolades for its outstanding performance and commitment to excellence. If you're a local expert with a passion for helping others achieve their financial dreams, we want you on our team
What You'll Do:
- Build strong relationships with clients, providing top-notch financial advice and personalized solutions.
- Assess clients' financial needs and goals, then knock their socks off with tailored recommendations
- Keep a pulse on industry trends and regulatory changes to ensure you're always offering the best guidance.
- Collaborate with our awesome internal teams to deliver seamless service and stellar client satisfaction.
- Grow your network and attract new clients through business development activities.
What We Need from You:
- Strong connections and networks in your local market; you're either a local or have been part of your community for a long time. Volunteer work is a huge plus
- A desire to be your own boss and take charge of your financial future as an entrepreneur
- Comfort following a structured process that has made thousands of other financial advisors 6-figure income
- Leadership skills and experience, with a go-getter attitude.
- A Bachelor's degree in Finance, Economics, Business, or a related field.
- Financial services experience is a plus, but not required. Experience in financial planning, investment strategies, and risk management is a bonus
- Sales or client-facing background, ideally in a commission-based role.
- Stellar communication skills and a knack for building strong client relationships.
- Self-motivation, drive, and the ability to thrive in a fast-paced environment.
- Willingness to study for and obtain FINRA Series 7 and 66 licenses.
- Financial ability to attend a 3-week training program and work on commission - let's make it happen
What's in It for You:
Although this is a 100% Commission Based role, we do offer incentive pay in your 1st year which varies by location. Financial advisors who go through our process can expect the following income trajectory:
- 1st Year: $90K-$200K
- 2-3 Years: $150K-$250K
- 3-5 Years: $250K-$500K
- 5+ Years: $500K+
In addition, we offer the following:
- Fully paid training and licensing - we invest in your success
- W2 employee status with full health, medical, dental, vision, and retirement benefits.
- A supportive local office that will set you up for success and hold your hand through the entire process.
Ready to make a difference in your local community and transform lives? Don't wait - apply now to join our dynamic team as a Financial Advisor at this top-tier, award-winning Fortune 100 firm and let's make some financial dreams come true
