Financial Advisor
2 weeks ago
3 days ago
Be among the first 25 applicants
Magellan Financial & Insurance Services, Inc. provided pay range
This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$60,000.00/yr - $90,000.00/yr
Direct message the job poster from Magellan Financial & Insurance Services, Inc.
Explore your next professional community with Open Air Advisors, located in the vibrant city of Dallas, Texas. We are celebrated for our expert retirement planning and wealth management services, but at our core, we're a thriving community. Backed by a robust marketing campaign, we have a strong presence on national TV, radio, digital platforms, and through engaging live events, attracting clients who value our proficiency. At Open Air Advisors, we do more than just plan for the future—we guarantee it. Seize the chance to be part of our mission to provide meticulous financial planning that enriches the retirement years for each client we assist.
Compensation Package:
Join us as a Financial Service Advisor and become the cornerstone of our commitment to exceptional service. Your role transcends financial planning; it's about nurturing enduring connections, delivering peace of mind in financial matters, and smoothing the road to a serene retirement for our clients. Your journey with us is an opportunity for professional growth and to profoundly influence the lives of others.
Your Responsibilities:
Perform comprehensive quarterly reviews to ensure clients' financial strategies are in sync with their life changes.
Support our lead advisor robustly, enhancing our collective impact.
Undertake significant client service duties, becoming a reliable advisor and friend to our clientele.
Generate new business from provided leads.
Who We're Looking For:
Must have a Life and Health Insurance License and an active Series 65 or 66 License.
Strong communication skills, with the ability to build trust and rapport effortlessly.
Experience in financial planning and client engagement, or a strong interest and passion for the financial and retirement planning arena.
Motivated by the desire to assist others in achieving their financial dreams, aligning with our goal to expand and enrich more lives.
This role is based on-site in Dallas, Texas; remote work options are not available.
Position Type:
Full-time
Generous paid time off
Schedule:
Monday through Friday
8-hour shifts
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Sales, Finance, and Strategy/Planning
Industries
Financial Services, Investment Advice, and Investment Management
Referrals increase your chances of interviewing at Magellan Financial & Insurance Services, Inc. by 2x
Get notified about new
Financial Advisor
jobs in
Dallas-Fort Worth Metroplex .
Entry Level - Wealth Management Leadership Program
Entry Level - Wealth Management Leadership Program
Entry Level - Wealth Management Leadership Program
Entry Level Wealth Management (VP Leadership Fast-Track Program)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
-
Voya Dallas Financial Advisor
1 month 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,...
-
Voya Dallas Financial Advisor
1 month 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...
-
Financial Advisor
1 month ago
Dallas, United States Spectrum Financial Group Full timeJob DescriptionJob DescriptionAbout us: Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment advice to our clients.The Opportunity: We are looking for an entry-level Financial Advisor to join our growing team at...
-
Financial Advisor
1 month 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....
-
Financial Advisor
1 week ago
Dallas, United States First Command Full time4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Directly engage...
-
Financial Advisor III
3 days ago
Dallas, United States Baylor Scott & White Health Full timePrepares and analyzes financial statements and annual budgets. Prepares and evaluates monthly balance sheet, income statement, and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operati Financial Advisor, Financial, Advisor, Operations, Management, Banking, Healthcare, Budget
-
Financial Advisor
1 week ago
Dallas, United States Recruiting Pains Full timeJob Description: In our experience, we have run into a plethora of financial industry professionals that have hit the limits of their current employer. With most firms, they offer proprietary products and services that can't be offered anywhere else. What that means is that there are limits to what you can offer your clients AND we have seen many cases where...
-
Best Financial Advisor Books
3 weeks ago
Dallas, United States News Business Insider Full timeManaging finances can be a daunting task, and seeking advice from a trusted financial advisor can make all the difference. Whether you’re an aspiring financial advisor or an individual seeking guidance on managing your finances, reading the best financial advisor books can provide valuable insights and knowledge. In this section, we will review some of...
-
Financial Advisor
1 month 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,...
-
Senior Advisor, Private Wealth
11 hours ago
Dallas, United States BOK Financial Full timeReq ID:74331 Location: Dallas -DAL Areas of Interest: Private Wealth Advisor; Financial Advisor; Investment Management; Relationship Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/10/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial...
-
Financial Advisor
1 week ago
Dallas, United States Recruiting Pains Full timeJob DescriptionJob DescriptionJob Description: In our experience, we have run into a plethora of financial industry professionals that have hit the limits of their current employer. With most firms, they offer proprietary products and services that can't be offered anywhere else. What that means is that there are limits to what you can offer your clients...
-
Senior Financial Advisor- CFP
9 hours ago
Dallas, United States The 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...
-
Senior Institutional Advisor
11 hours ago
Dallas, United States BOK Financial Full timeReq ID:74690 Location:Dallas -DAL Areas of Interest:Wealth Management Pay Transparency Salary Range:Not Available Application Deadline:05/31/2024 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, Arizona, Arkansas, Colorado,...
-
Senior Institutional Advisor
2 days ago
Dallas, Texas, United States BOK Financial Full timeReq ID:74690Location:Dallas -DALAreas of Interest:Wealth ManagementPay Transparency Salary Range:Not AvailableApplication Deadline:05/31/2024BOK 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, Arizona, Arkansas, Colorado, Kansas,...
-
Senior Trust Advisor
7 days ago
Dallas, United States Truist Financial Corporation Full timeProvide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both intern Trust, Business Development, Advisor, Financial Planning, Wealth Advisor, Senior, Banking
-
Financial Advisor
1 week ago
Dallas, United States New York Life Full timeNew York Life - We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market...
-
Senior Institutional Advisor
20 hours ago
Dallas, United States BOK Financial Corp. Full timeReq ID: 74690 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/31/2024 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, Arizona, Arkansas,...
-
Student Financial Service Advisor
4 weeks 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...
-
Dallas, United States The Bank of America Corporation Full timeIf you are an individual who is passionate about helping clients reach their financial goals, join Bank of Americas Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day Solutions Advisor, Financial, Investment, Registration, Solutions, Advisor
-
Financial Advisor/Client Services Associate
1 week ago
Dallas, United States Transamerica Financial Services Full timeJob DescriptionJob DescriptionJob descriptionPosition Overview:We are looking for individuals who are self-starters and aspire to build a successful career in the finance industry. This fully remote, commission-based opportunity is perfect for entrepreneurial-minded candidates with no prior experience. We provide in-depth training and mentorship to help you...