Current jobs related to Financial Services Professional - Dallas, Texas - Opes One

  • Financial Services Professional

    2 weeks ago

    Dallas, Texas, United States Independent Financial Services Full time

    Financial Center Relationship BankerThe Financial Center Relationship Banker is a sales and service-focused position that drives business growth by building and maintaining strong relationships with clients. This role requires a unique blend of business acumen, communication skills, and financial expertise to achieve financial center objectives.Key...

  • Financial Services Professional

    2 weeks ago

    Dallas, Texas, United States Howell Financial Group Full time

    About UsHowell 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 OverviewWe are seeking a motivated and...

  • Financial Services Professional

    2 weeks ago

    Dallas, Texas, United States Spectrum Financial Group Full time

    About Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive financial solutions to investors at all stages of life. With decades of experience, we offer expert investment advice to our clients.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team at Spectrum Financial...

  • Financial Services Professional

    4 weeks ago

    Dallas, Texas, United States Spectrum Financial Group Full time

    About Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive investment advice to our clients. With decades of experience, we offer a wide range of financial solutions to investors in all stages of life.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team. As a Financial...

  • Executive Leader for Maverick Financial Services

    2 weeks ago

    Dallas, Texas, United States Maverick Financial Services Full time

    Lead a Team of Sales ProfessionalsMaverick Financial Services, a subsidiary of Yellowstone Life Insurance Agency, is seeking a dynamic leader with outstanding leadership qualities and an entrepreneurial mindset to join our team as a 1099 Independent Contractor.This role offers the flexibility to work from home while providing the tools and resources needed...

  • Financial Services Associate

    1 week ago

    Dallas, Texas, United States Howell Financial Group Full time

    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 Services Professional

    2 weeks ago

    Dallas, Texas, United States New York Life DFW Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Entry-Level Financial Advisor to join our team at New York Life DFW. As a key member of our financial services team, you will be responsible for providing expert guidance to clients on investments, retirement planning, taxes, insurance, and other financial products.Key ResponsibilitiesAnalyze...

  • Financial Services Professional

    2 weeks ago

    Dallas, Texas, United States New York Life DFW Full time

    Job OverviewWe are seeking a highly motivated and skilled Financial Services Representative to join our team in Frisco, TX. As a key member of our team, you will be responsible for delivering exceptional customer service, assisting clients with financial account management, and providing information about our financial products and services.Key...

  • Financial Services Professional

    2 weeks ago

    Dallas, Texas, United States Bankers Life Full time

    Financial Services ProfessionalBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.About UsWith a...

  • Financial Services Professional

    1 week ago

    Dallas, Texas, United States New York Life DFW Full time

    Job SummaryWe are seeking a dedicated individual to join our team as a Financial Services Representative. This position involves delivering top-notch customer service, supporting clients with financial management, and offering details about our range of financial products and services.The ideal candidate will have excellent communication skills, strong...

  • Financial Services Office Manager

    2 weeks ago

    Dallas, Texas, United States Howell Financial Group Full time

    Financial Services Office Manager**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...

  • Financial Services Office Manager

    1 week ago

    Dallas, Texas, United States Howell Financial Group Full time

    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...

  • Financial Services Professional

    2 weeks ago

    Dallas, Texas, United States New York Life DFW Full time

    Financial Advisor RoleWe are seeking a highly motivated and enthusiastic individual to join our team as an Entry-Level Financial Advisor based in Frisco, TX.This opportunity is ideal for those eager to expand their knowledge and skills in finance and develop a successful career in the financial services sector.Key Responsibilities:Maintain CRM sales...

  • Maverick Financial Services Insurance Agent

    1 week ago

    Dallas, Texas, United States Maverick Financial Services Full time

    We are seeking highly motivated and driven individuals to join our team of life insurance sales representatives. As a representative with Maverick Financial Services, you will have the freedom and flexibility to work 100% remote from the comfort of your home office.Our company offers a complete training program at no charge, as well as a mentor to guide you...

  • Financial Center Relationship Banker

    2 weeks ago

    Dallas, Texas, United States Independent Financial Services Full time

    Job Title: Financial Center Relationship BankerJob Summary:The Financial Center Relationship Banker is a key role in our organization, responsible for generating new relationships and retaining existing ones. This sales and service focused position requires a unique blend of business development skills and client relations expertise.Key...

  • Submit a Resume for a Career in Financial Services

    2 months ago

    Dallas, Texas, United States Financial Staffing Resources, Ltd. Full time

    Job OverviewFinancial Staffing Resources, Ltd. is a leading recruitment agency specializing in the Credit Union and Financial Services Industries. Our team of experienced placement professionals has an in-depth understanding of our clients' business culture and candidate expectations.We have a wide range of opportunities available at all levels in banking...

  • Financial Services Expert

    2 weeks ago

    Dallas, Texas, United States Meron Financial Agency Full time

    Why Choose Meron Financial Agency?Meron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a client-centric approach, cutting-edge technology, and a supportive team environment, we offer the tools and opportunities you need to thrive.We are looking for passionate, driven individuals...

  • Financial Sales Consultant

    4 weeks ago

    Dallas, Texas, United States PNC Financial Services Group Full time

    Job Title: Financial Sales ConsultantAt PNC, we're committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility. As a Financial Sales Consultant, you'll play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Build and maintain relationships with clients to understand...

  • Financial Accountant

    1 week ago

    Dallas, Texas, United States financial additions Full time

    We are seeking a highly skilled Financial Accountant to join our team at Financial Additions in North Dallas. As a Full Charge Bookkeeper, you will be responsible for managing our company's financial operations, including financial reporting, budgeting, and financial analysis. This is an in-office position with great benefits, including 65% employer-paid...

  • Financial Professional

    2 weeks ago

    Dallas, Texas, United States New York Life Full time

    Job OverviewNew York Life is seeking highly motivated and self-disciplined individuals to join our team as Financial Professionals. As a Financial Professional, you will have the opportunity to manage your own book of business, provide clients with insurance options, and deliver exceptional customer service.Key Responsibilities:Schedule appointments and meet...

Financial Services Professional

2 months ago

Dallas, Texas, United States Opes One Full time
About the Role

Opes One is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing sound financial recommendations to clients, motivating them to take action, and implementing cutting-edge financial strategies to grow and develop long-lasting client relationships.

Key Responsibilities
  • Client Acquisition and Retention: Identify and cultivate new client relationships within target markets, and expand a business practice through effective prospecting and referral-based strategies.
  • Financial Planning and Recommendations: Provide comprehensive financial planning that focuses on protecting clients' balance sheets and cash flow, and allocating into a diverse portfolio.
  • Business Development: Implement cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships.
  • Professional Growth: Commit to ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
What We Offer
  • Support: Collaborative team environment with mutual support leading to greater success.
  • Training: Access to training sessions led by top advisors and industry leaders.
  • Stability: Backed by a Fortune 250 mutual financial company with a strong history and commitment to client success.
  • Open-Mindedness: Emphasis on diversity and the value of different perspectives, backgrounds, styles, values, and beliefs.
Licensing Requirements
  • Life and Health Insurance Licenses
  • Securities Industry Exam (SIE), Series 7 and Series 66
Benefits
  • Commissions, renewal income, advisory fees, monthly draw
  • Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability
  • Signing Bonus/Training Allowance upon eligibility
  • Hybrid working space with flexible hours