Current jobs related to Financial Advisor - Fort Worth - Atria Wealth Solutions
-
Portfolio Trader and Financial Advisor
16 hours 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 Planner
3 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...
-
National Branch Financial Advisor
4 weeks 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
5 days 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
1 month 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
4 weeks 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
1 week 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,...
-
Financial Advisor
2 months ago
Fort Worth, United States Talent Masters Full timeAbout the job Financial Advisor - Entry Level Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm! Full Training & Licensing Provided! Join an exciting 100% commission-based sales role withunlimited sales earnings potential! *Must reside locally with remote/hybrid work options* Talent Masters is teaming up with an award-winning, industry-leading...
-
Certified Financial Advisor
1 week 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
1 week 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...
-
Financial Advisor
2 months ago
Fort Worth, United States Talent Masters Full timeJob DescriptionJob Description Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm! Full Training & Licensing Provided!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...
-
Financial Advisor
2 months ago
Fort Worth, United States Talent Masters Full timeJob DescriptionJob Description Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm! Full Training & Licensing Provided!Join an exciting 100% commission-based sales role with unlimited sales earnings potential!*Must reside locally for initial in-office training at our Dallas Metro office and have flexible/hybrid work options afterward*Talent Masters...
-
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...
![Atria Wealth Solutions](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
Join 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 area.
As a Financial Advisor, your responsibilities include, but are not limited to, the following:
Identifies and evaluates customer needs for financial services, assesses the objectives and goals of the individual, then develops an investment strategy to implement.
Stays current and analyzes market conditions, educates and updates themselves about financial and investment vehicles in the market, and the tax and securities consequences to clients with particular investments. Attends training and/or completes required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.
Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives, and sales manager regarding sales practices and business development initiatives. Works with Financial Center Managers to identify and leverage cross-sell opportunities.
Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs, ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly, and/or yearly depending on client needs established by Representative.
Remains visible to the appropriate segments of the public to meet and retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
Required Qualifications:
Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses
Clean U-4 and Background
Two (Three) or more years of sales experience in the financial services industry, preferably in a bank or credit union
Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop
Commitment to supporting, and contributing to, a team-oriented culture
Desired Qualifications:
Undergraduate Degree in Business, Finance, or related field
Certified Financial Planner (CFP) designation
Experience delivering high-quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
An advanced level of performance and work ethic requiring minimum supervision
CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country.
CFS (Member FINRA / SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
**Representatives are employed and registered through CFS (Member FINRA / SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
EOE
#J-18808-Ljbffr