Financial Aid Advisor

About the RoleWe are seeking an experienced Financial Advisor to join our team at Allworth Financial. As a Financial Advisor, you will work closely with qualified prospects to understand their needs, present our value proposition, and outline a comprehensive plan to achieve their financial objectives.Key ResponsibilitiesDevelop and maintain business...

JOB 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, with the support of a business...

Financial Professional Opportunity at Voya Financial Advisors IncWe are seeking a skilled Financial Professional to join our team at Voya Financial Advisors Inc in the Dallas area. As a Financial Professional, you will be responsible for working with plan sponsor relationships in the education market, focusing on 403(b)/457 enrollment, retirement, and...

Job Description Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Senior Advisor Training Program Manager who will lead and build out the learning function to support our growing Avantax Planning Partners (APP) business function. This role will be responsible for overall strategic planning and execution of training and...

Job SummaryWe are seeking a highly skilled Senior Tax Advisor to join our team at Allworth Financial. As a Senior Tax Advisor, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic...

We are seeking a highly skilled Senior Tax Advisor to join our team at Allworth Financial. As a Senior Tax Advisor, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution.This role will involve client-facing activities, providing...

Student Finance AdvisorWe are seeking a highly motivated and detail-oriented Student Finance Advisor to join our team at UEI College in Dallas, TX. As a Student Finance Advisor, you will play a critical role in administering financial aid programs and ensuring the success of our students.Key Responsibilities:Interview prospective students to determine...

Job DescriptionResponsibilities:  Vanguard Personal Advisor Select® advisors are responsible for establishing, growing, and maintaining trusting, long-term advised relationships. They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies,...

Senior Tax Advisor Job DescriptionAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. We are seeking a highly skilled Senior Tax Advisor to join our team and provide comprehensive tax services to our clients.Key Responsibilities:Prepare and review...

Location: On site at location listed in job posting.Summary:We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...

Req 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,...

Job SummaryAs a Financial Advisor III at Baylor Scott & White Health, you will play a critical role in preparing financial statements, performing monthly balance sheet and income statement analyses, and consulting with senior management on financial and operational issues. Your expertise will be essential in providing timely and accurate financial...

Job SummaryStrategic Wealth Designers (SWD) is seeking a highly skilled and experienced Lead Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for interacting with new and prospective clients in your region to assess their personal financial situations and build strategies to resolve retirement...

About the RoleWe are seeking a highly skilled Merrill Financial Solutions Advisor to join our team in Dallas Market. As a key member of our team, you will be responsible for working with high-net worth clients, identifying their needs, developing relationships, and providing investment recommendations that align with their goals.Key ResponsibilitiesLeverage...

Are you looking for a career where your values align with those of a forward-thinking firm? Do you want to work with a company that prioritizes integrity and client fiduciary responsibilities? We have a unique opportunity for a Financial Advisor with an existing book of business generating at least $350k in Annual Revenue and growing.We offer a generous...

About Us:Howell Financial Group is a leading financial services firm dedicated to delivering personalized solutions for individuals, families, and businesses. Our team is committed to providing exceptional service and customized financial strategies to help our clients achieve their financial goals.Position Overview:We are seeking a detail-oriented and...

Financial Planning and Analysis ExpertAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team is dedicated to delivering long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically...

Are you looking for an environment where the firm’s values align with your own?  Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM quota?I have a unique firm who places culture ahead of profit.  A firm who believes that’s its clients can best be served by professionals who are transparent in...

Unlock Your Practice's PotentialAs a seasoned Financial Advisor, you've built a thriving practice that requires a bold, forward-thinking partner to take it to the next level. At Spectrum Financial Group, we respect your expertise and offer the freedom to build your business the way you want, with the support of a like-minded partner.We're seeking experienced...

About Us:Howell Financial Group is a leading provider of comprehensive financial solutions, dedicated to delivering exceptional service and results to our clients. We are seeking a highly organized and motivated Office Manager to contribute to our mission of excellence in financial services.Position Overview:The Office Manager will play a crucial role in...