Current jobs related to Financial Services Professional - Plano, Texas - Atria Wealth Solutions

  • Financial Services Professional

    4 weeks ago

    Plano, Texas, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market...

  • Wealth Management Professional

    4 weeks ago

    Plano, Texas, United States BOK Financial Full time

    Job DescriptionThe Private Wealth Advisor is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth individuals, families, and businesses. This position requires a strong understanding of investment strategies, portfolio design, and modern portfolio theory.Key ResponsibilitiesDevelop and expand client...

  • Insurance and Financial Services Professional

    4 weeks ago

    Plano, Texas, United States Matt Scaling - State Farm Agent Full time

    Job OverviewAre you looking for a challenging and rewarding career in the insurance and financial services industry? As a member of the Matt Scaling - State Farm Agent team, you will have the opportunity to develop and maintain customer relationships, promote State Farm products, and explore the possibility of becoming a State Farm agent yourself.Key...

  • Senior Financial Consultant

    3 weeks ago

    Plano, Texas, United States Prudential Financial Full time

    Unlock Your Full Potential as a Financial Advisor with Prudential AdvisorsAre you an experienced financial professional seeking a platform to serve your clients better? At Prudential Advisors, we offer a supportive environment with access to top tools, products, and resources to help you achieve your goals.Our commitment to your success includes:• Open...

  • Wealth Management Professional

    4 weeks ago

    Plano, Texas, United States Peak American Financial Companies, Inc. Full time

    Job Summary:Peak American Financial Companies, Inc. is seeking a highly skilled Wealth Management Professional to join our dynamic team. As a key member of our investment management team, you will be responsible for providing exceptional financial services to our clients, helping them achieve their financial goals and objectives.About the Role:The ideal...

  • Financial Management Professional

    4 weeks ago

    Plano, Texas, United States NextStep Recruiting Full time

    Accounting Manager Job DescriptionWe are seeking an experienced Accounting Manager to join our team at NextStep Recruiting. The ideal candidate will have a strong background in corporate accounting, with a focus on general ledger close, fixed assets, and lease accounting.Key Responsibilities:Manage a team of staff and senior accountants to ensure timely and...

  • Financial Services Representative

    4 weeks ago

    Plano, Texas, United States Michael Fortado - State Farm Agent Full time

    Job DescriptionMichael Fortado - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually...

  • Financial Services Representative

    4 weeks ago

    Plano, Texas, United States LINCOLN WEALTH Full time

    Job DescriptionLincoln Wealth is seeking a skilled Financial Services Representative to join our team. As an Independent Advisor, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service.Key Responsibilities:Meet with clients to understand their financial needs and goalsComplete the new client...

  • Financial Services Director

    3 weeks ago

    Plano, Texas, United States Fisher Investments Full time

    Client Development Vice PresidentAt Fisher Investments, we seek a Financial Services Director to join our team. This role involves providing holistic financial planning and portfolio analysis services to our clients.The OpportunityThis onsite position is located in the United States and offers uncapped performance-based compensation with the possibility of a...

  • Financial Services Internship Opportunity

    1 month ago

    Plano, Texas, United States Hilltop Holdings Full time

    Summer Internship Opportunity in Wealth ManagementHilltop Securities Inc. is seeking qualified students to join our Wealth Management team as a Summer Intern. This individual will work closely with our Wealth Management professionals to gain hands-on experience in the financial services industry while assisting with several key initiatives across the...

  • Data Analyst

    4 weeks ago

    Plano, Texas, United States Capital One Full time

    About the RoleCapital One is seeking a highly skilled Data Analyst to join our Financial Services team. As a Data Analyst, you will play a critical role in driving business growth and innovation through data-driven insights.Key ResponsibilitiesPartner with business stakeholders to design and develop data solutions that meet business needsDevelop and maintain...

  • Insurance and Financial Services Professional

    4 weeks ago

    Plano, Texas, United States Michael Fortado - State Farm Agent Full time

    Job DescriptionAs a vital member of the Michael Fortado - State Farm Agent team, you will play a key role in our daily business operations and customer success. Your primary responsibility will be to establish and maintain meaningful customer relationships, acting as a liaison between customer needs and agency departments. You will improve the lives of our...

  • Accounting Intern for Toyota Financial Services

    4 weeks ago

    Plano, Texas, United States Toyota Motor Sales, U.S.A., Inc. Full time

    We are seeking a highly motivated and detail-oriented Accounting Intern to join our team at Toyota Financial Services. As an Accounting Intern, you will have the opportunity to gain hands-on experience in accounting and financial reporting, working closely with our experienced accounting team.Key Responsibilities:Support daily and monthly accounting...

  • Accounting Professional

    7 days ago

    Plano, Texas, United States Tapcheck Inc. Full time

    Job SummaryTapcheck Inc. is seeking a highly skilled Accounting Professional to join our Finance department. The successful candidate will be responsible for managing daily accounting activities, preparing financial reports, and maintaining accurate records.About Tapcheck Inc.We are a digital platform offering an easy and convenient way to access on-demand...

  • Canadian Financial Services Director

    4 weeks ago

    Plano, Texas, United States Fisher Investments Full time

    Key Responsibilities: Assist clients in achieving their financial objectives without managing service-related tasks.Support and Resources: Collaborate with a dedicated Client Development Manager to ensure access to necessary training and resources for success.Leadership and Expertise: Leverage the guidance of a seasoned Vice President, Development, to drive...

  • Senior Servicing Financial Analyst

    4 weeks ago

    Plano, Texas, United States PennyMac Full time

    About the RolePennymac is seeking a highly skilled Senior Servicing Financial Analyst to join our team. As a key member of our Servicing division, you will be responsible for developing and implementing data-driven strategies to improve operational efficiency and drive business growth.Key Responsibilities:Develop and maintain complex financial models to...

  • Senior Loan Underwriter

    4 weeks ago

    Plano, Texas, United States PennyMac Financial Services, Inc. Full time

    Key Responsibilities:The Senior Underwriter will be responsible for underwriting agency, jumbo, and FHA loans to established company and investor guidelines.Key Skills:Clear communication of underwriting decisions and stipulationsAbility to work with sales, pro Underwriter, Writer, Senior, Underwriting, Technology teamsStrong understanding of loan...

  • Financial Services Internship Opportunity

    4 weeks ago

    Plano, Texas, United States Hilltop Holdings Full time

    Hilltop Holdings is seeking a highly motivated and detail-oriented individual to join our Wealth Management team as a Summer Intern.Key Responsibilities:Assist in the development and delivery of initiatives across the company.Gain hands-on experience in the financial services industry.Work closely with our Wealth Management team to develop entry-level...

  • Accounting Intern for Toyota Financial Services

    4 weeks ago

    Plano, Texas, United States Toyota Motor Sales, U.S.A., Inc. Full time

    Accounting Internship Opportunity at Toyota Financial ServicesWe are seeking a highly motivated and detail-oriented accounting intern to join our team at Toyota Financial Services. As an accounting intern, you will have the opportunity to gain hands-on experience in financial reporting, account reconciliations, and process documentation.Key...

  • Senior Underwriter

    1 month ago

    Plano, Texas, United States PennyMac Financial Services, Inc. Full time

    Job SummaryThe Senior Underwriter will be responsible for underwriting agency, jumbo, and FHA loans to established company and investor guidelines. As the Underwriter, you must be able to clearly communicate underwriting decisions and stipulations to sales teams and other stakeholders.Key ResponsibilitiesUnderwrite agency, jumbo, and FHA loans to established...

Financial Services Professional

1 month ago

Plano, Texas, United States Atria Wealth Solutions Full time
Financial Advisor Opportunity

CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area.

The ideal candidate will have a strong understanding of financial services and be able to identify and evaluate customer needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement.

The Financial Advisor will also be responsible for staying current and analyzing market conditions, educating and updating themselves about financial and investment vehicles in the market, and providing regular feedback to the branch employees and credit union executives.

Required qualifications include an active Series 7, 63/65 (or 66) licenses, Life, Accident & Health licenses, and two or more years of sales experience in the financial services industry.

CUSO Financial Services, LP offers credit union members full-service financial planning and investment advice, and the Financial Advisor will be responsible for delivering easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being.

The Financial Advisor will work closely with the Program Manager and other team members to identify and leverage cross-sell opportunities and provide regular feedback to the branch employees and credit union executives.

This is an excellent opportunity for a motivated and experienced Financial Advisor to join a dynamic team and contribute to the success of CUSO Financial Services, LP.