Estate Wealth Management Professional

Job SummaryWe are seeking a skilled and experienced Wealth Management Specialist to join our team at LINCOLN WEALTH. In this role, you will be responsible for meeting with clients, developing and maintaining relationships, and delivering personalized financial solutions.This is an exciting opportunity for a motivated and ambitious individual who is looking...

About UsLincoln Wealth is a fast-growing financial services company dedicated to providing exceptional service and expertise to our clients. We are committed to fostering a culture of excellence, innovation, and teamwork.Our headquarters is located in Plano, TX, with remote offices in Ft Worth, Houston, The Woodlands, and Arlington. If you're looking for a...

About 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...

Seeking an experienced Wealth Management Advisor to join our team in Plano, TX. As a key member of our Wealth Management team, you will provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.The ideal candidate will have 7 or more years of success in...

Job OverviewWe are seeking a motivated and experienced financial services professional to join our team at LINCOLN WEALTH. As a Wealth Manager, you will be responsible for meeting with clients, completing the new client process, and delivering exceptional financial solutions.In this role, you will have the opportunity to work with a fast-growing company that...

Job Summary:This Wealth Management Consultant role requires a high level of expertise in financial planning and management. The successful candidate will work closely with clients to build a financial plan that aligns with their goals and objectives. Key responsibilities include triaging client requests, mitigating and controlling risk, and identifying...

Join Our Team as a Commercial Real Estate ParalegalWe are seeking a highly skilled Commercial Real Estate Paralegal to join our team in Plano, TX. This role offers exceptional opportunities for professional development and long-term career growth in a supportive and collaborative environment.About the PositionTitle and Survey Expertise: Conduct detailed...

Job OpportunityWe are seeking a highly motivated and experienced Independent Financial Consultant to join our team at LINCOLN WEALTH. As a Wealth Manager, you will be responsible for meeting with clients, developing and maintaining relationships, and delivering personalized financial solutions.This is an exciting opportunity for a driven and ambitious...

LINCOLN WEALTH is seeking a highly skilled and motivated Front Desk Receptionist to join our team in Plano, TX. This role will involve providing exceptional customer service, handling front desk reception duties, and supporting the growth of our financial services office.The ideal candidate will have prior experience in phone appointment setting, scheduling,...

Job DescriptionWe are seeking an experienced and customer-focused Receptionist to join our team at Lincoln Wealth.Main responsibilities include:Providing top-notch customer service to clientsManaging appointment settings and confirmationsMaintaining accurate records and client informationThe successful candidate will be highly organized, have excellent...

Atria Wealth Solutions is a leading provider of investment services and wealth management solutions. We are seeking a skilled Investment Services Representative to join our team in the Plano, TX area.We offer a competitive salary of $85,000 - $125,000 per year, depending on experience, plus bonuses and benefits.As an Investment Services Representative, your...

Company OverviewThe Brent Germany Team is a top-performing real estate team in North DFW, committed to helping agents succeed and grow their careers. We offer unparalleled support, training, and resources to help you excel in the industry.

Job OverviewWe 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...

Atria Wealth Solutions is a leading provider of investment services and wealth management solutions. We are seeking a skilled Financial Advisor Specialist to join our team in the Plano, TX area.We offer a competitive salary of $80,000 - $120,000 per year, depending on experience, plus bonuses and benefits.As a Financial Advisor Specialist, your...

Job 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...

Job SummaryWe are seeking an experienced Senior Real Estate Attorney to join our team in Plano, TX. The successful candidate will have a strong background in real estate law, excellent analytical skills, and the ability to communicate effectively with various stakeholders.About the RoleThis is a senior-level position that requires a high level of expertise...

Job OverviewWe are seeking a skilled Estate Planning Specialist to join our team of esteemed professionals at Collaborative Vision LLC. In this role, you will have the opportunity to leverage your expertise in estate planning, business succession, and tax strategies to provide sophisticated analysis and recommendations to high-net-worth individuals.This is...

Job Summary:We are seeking a highly skilled and experienced Strategic Real Estate Development Manager to join our team in Plano, TX. This role will be responsible for leading the development process from concept to completion, working closely with the Regional Vice President of Development. The successful candidate will have a proven track record of managing...

Estimated Salary: $124,000 - $156,000 per yearAbout Public StorageWe are a leading self-storage company with thousands of locations across the U.S. and Europe. Our team is passionate about providing exceptional customer service and creating a positive work environment.Senior Real Estate Attorney RoleWe are seeking an experienced Senior Real Estate Attorney...

About the JobThe Senior Real Estate Attorney will work with our teams to provide legal analysis, advice, and transaction leadership. The ideal candidate will have 8-12 years of relevant experience, strong academic credentials, and excellent communication skills.Responsibilities include drafting and negotiating real estate agreements, coordinating acquisition...