Independent Advisor
4 days ago
We are seeking a seasoned Financial Advisor to join our team at Lincoln Wealth. As an Independent Advisor, you will be responsible for acquiring new clients, building strong relationships, and driving revenue growth.
The ideal candidate will possess a Series 65 or 66 license, excellent communication and interpersonal skills, and a proven track record of success in sales and customer service.
Salary: $70,000 - $90,000 per year, depending on experience.
Key Performance Indicators:
- Closing new clients and increasing revenue growth
- Developing and implementing effective marketing strategies to attract new clients
- Providing exceptional customer service and ensuring high client satisfaction rates
Requirements:
- Series 65 or 66 license
- Proven sales and customer service experience
- Excellent communication and interpersonal skills
Benefits:
- Competitive salary and bonus structure
- Ongoing training and professional development opportunities
- A supportive and dynamic work environment
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Auto and Home Product Advisor
5 days ago
Plano, Texas, United States JESSICA BROCK STATE FARM INSURANCE Full timeAbout the RoleAt Jessica Brock State Farm Insurance, we are looking for a skilled and results-driven individual to serve as an Auto and Home Product Advisor. In this role, you will work closely with clients to understand their unique needs and provide personalized recommendations on insurance products.To succeed in this position, you must have a strong...
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Senior Commercial Law Advisor
4 weeks ago
Plano, Texas, United States Hide and Seek Recovery Full timeJob OverviewHide and Seek Recovery, a leading vehicle repossession company, is seeking a skilled attorney to fill the role of Senior Commercial Law Advisor. This position requires experience in commercial law, compliance, and repossession regulations.About the RoleThe ideal candidate will provide legal counsel on all matters related to vehicle repossession,...
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Financial Services Representative
6 days ago
Plano, Texas, United States LINCOLN WEALTH Full timeJob OverviewWe are seeking a highly motivated and experienced Independent Financial Advisor to join our team at Lincoln Wealth. As a key member of our organization, you will be responsible for meeting with clients, completing the new client process, and providing exceptional financial services.To be successful in this role, you must have a proven track...
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Wealth Management Consultant
6 days ago
Plano, Texas, United States LINCOLN WEALTH Full timeAbout the RoleWe are looking for a motivated and engaging individual who wishes to accelerate their career as an Independent Financial Advisor. As a representative of Lincoln Wealth, you will have the opportunity to work with a fast-growing financial services office and contribute to our mission of assisting clients from current disasters to financial...
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Vehicle Technician Specialist
4 days ago
Plano, Texas, United States Toyota of Plano Full timeAbout UsToyota of Plano is committed to providing exceptional customer service and delivering high-quality vehicle repairs. Our team of experienced technicians and support staff work together to ensure that every customer leaves satisfied and ready to hit the road.The Ideal CandidateMust have strong problem-solving skills and attention to detailExcellent...
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Financial Services Representative
6 days ago
Plano, Texas, United States LINCOLN WEALTH Full timeJob OpportunityWe are seeking a highly motivated and experienced Independent Advisor to join our team at Lincoln Wealth. As a representative of our financial services office, you will be responsible for meeting with clients, completing the new client process, and driving business growth.The ideal candidate will possess a Series 65 or 66 license and have a...
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Plano, Texas, United States The Sudhoff Agency Full timeCompany OverviewThe Sudhoff Agency is a family-run independent insurance agency dedicated to the success of our agents. We foster an entrepreneurial environment where team players can thrive, and we are committed to serving clients with integrity.Salary: Earn up to $150k in your first year as an agent.Job DescriptionWe are seeking goal-oriented individuals...
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Compliance Risk Management Specialist
4 weeks ago
Plano, Texas, United States Capital One Careers Full timeOverviewCapital One is a diversified bank that offers a broad range of financial products and services to consumers, small businesses, and commercial clients.We nurture a work environment where people with diverse thoughts, ideas, and backgrounds, guided by our shared values, come together to make Capital One a great company.Job SummaryThe Compliance Tester...
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Entrepreneurial Insurance Agent
2 weeks ago
Plano, Texas, United States The Sudhoff Agency Full timeWe offer a unique opportunity for ambitious individuals to join our team at The Sudhoff Agency. As a remote life and health insurance professional, you will have the chance to build a successful career while working independently.The potential for earnings is substantial, with some agents reaching up to $150K in their first year. Our proven system is...
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Executive Assistant
2 weeks ago
Plano, Texas, United States Lord and Richards, Inc. Full timeOverviewAt Lord and Richards, Inc., we are a fast-paced Financial firm specializing in services for individuals near or in retirement. Our team is comprised of experienced advisors, marketers, and client relation specialists who thrive on success and reward hard work.Salary and BenefitsThe starting salary range for this role is $52-55K per year, plus...
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Dynamic Insurance Sales Representative
4 weeks ago
Plano, Texas, United States The Sudhoff Agency Full timeJob OverviewThe Sudhoff Agency is seeking a motivated and goal-oriented individual to join our team as an insurance sales representative. This is an excellent opportunity for those who are passionate about entrepreneurship, leadership, and serving clients.Estimated Salary: $75,000 - $150,000 per yearKey Responsibilities:Develop and execute a sales strategy...
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J.P. Morgan Advisors
3 weeks ago
Plano, United States JPMorganChase Full timeJOB DESCRIPTION J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
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J.P. Morgan Advisors
3 weeks ago
Plano, United States JPMorganChase Full timeJOB DESCRIPTION J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
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Marketing Events Coordinator
2 hours ago
Plano, United States Lord and Richards, Inc. Full timeAre you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Do working on and planning events give you great joy? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment?At Lord and Richards,...
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Financial Representative Trainee
1 week ago
Plano, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503423 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
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Business Development Manager
2 months ago
Plano, United States Wheeler Staffing Partners Full timeBusiness Development Manager – Direct Hire and Contract StaffingLocation: Plano, TX (Hybrid)Employment Type: Full-TimeAbout Wheeler Staffing Partners:At Wheeler Staffing Partners, we are committed to connecting top talent with exceptional job opportunities, and we take pride in fostering a supportive and energetic work environment. Our success is driven by...
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plano, United States Wheeler Staffing Partners Full timeBusiness Development Manager – Direct Hire and Contract StaffingLocation: Plano, TX (Hybrid)Employment Type: Full-TimeAbout Wheeler Staffing Partners:At Wheeler Staffing Partners, we are committed to connecting top talent with exceptional job opportunities, and we take pride in fostering a supportive and energetic work environment. Our success is driven by...
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Financial Representative
1 month ago
plano, United States Fidelity TalentSource LLC Full timeJob Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...
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Financial Representative
1 month ago
plano, United States Fidelity TalentSource LLC Full timeJob Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...
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plano, United States Fidelity TalentSource LLC Full timeJob Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...
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Operations Technology Consulting Director
1 month ago
Plano, United States Henderson Engineers Full timeOperations Technology Consulting DirectorLocation: Multiple locations in the United StatesReq #565At Henderson, we're about more than just buildings. We're about the people, experiences, and potential found inside. We're a company of problem-solvers and innovators known for our technical excellence and ability to come up with out-of-the-box solutions. We...
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Emerging Technology Legal Attorney
2 months ago
Plano, TX, United States JP Morgan Chase Full timeThis is an exciting opportunity for an experienced lawyer to work on cutting-edge technology, supporting a team which has a firmwide profile and supports multiple areas of the bank internationally. The Emerging Technology Legal Team is seeking an experienced attorney to support firmwide AI transformation efforts in the Chief Data and Analytics Office. As a...
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Vice President, M&A
3 weeks ago
Plano, TX, United States MarshBerry Full timeMarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical...
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Emerging Technology Legal Attorney
3 weeks ago
Plano, TX, United States JPMorganChase Full timeJOB DESCRIPTION This is an exciting opportunity for an experienced lawyer to work on cutting-edge technology, supporting a team which has a firmwide profile and supports multiple areas of the bank internationally. The Emerging Technology Legal Team is seeking an experienced attorney to support firmwide AI transformation efforts in the Chief Data and...
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Plano, TX, United States Fidelity TalentSource LLC Full timeJob Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking For...
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Plano, TX, United States Fidelity TalentSource LLC Full timeJob Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...