Senior Financial Advisor Recruiter
3 days ago
You will be an entrepreneurially minded Internal Wholesaler who builds new and deepens existing financial advisor relationships across territories.
You will work with financial professionals across Wirehouse, Independent Broker/Dealer, and RIA channels to sell mutual funds and other registered products where NexPoint's funds are embedded.
The goal is to promote NexPoint's family of funds and increase assets under management through establishing credibility and building rapport with financial advisors.
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Senior Wealth Advisor
4 days ago
Dallas, Texas, United States Spectrum Financial Group Full timeSpectrum Financial Group is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will work closely with our clients to understand their financial goals and develop tailored solutions to meet their needs.About the Company:We are a forward-thinking firm that values innovation and flexibility. Our team is dedicated to providing...
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Financial Advisor Opportunity
4 days ago
Dallas, Texas, United States Woodling Financial Full time**Grow your career as a Financial Advisor Opportunity with Woodling Financial**. We are seeking a motivated individual to join our team in selling life insurance policies. As a financial advisor, you will be responsible for:Meeting with clients to understand their life insurance needsResearching and recommending top-rated carriers based on client...
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Financial Sales Advisor
2 weeks ago
Dallas, Texas, United States Joseph's Financial Full timeAbout the Role:As a Financial Sales Advisor with Joseph's Financial, you will be responsible for helping families find the best life insurance products to meet their needs. With a strong focus on customer service and a passion for sales, you will play a crucial role in providing in-home, professional service that is second to none.Salary and Benefits:The...
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Dallas, Texas, United States Broadway Production Full timeJob SummaryWe are seeking a skilled Senior Financial Advisor to join our team in Gainesville, TX. As a trusted advisor to clients in the oil and equestrian industries, you will provide expert financial guidance and support to help them achieve their business goals.About UsOur company has been a respected name in tax preparation and financial services for...
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Senior Financial Analyst
4 days ago
Dallas, Texas, United States Workway, Inc. Full timeAbout the RoleAs a Financial Advisor, you will be responsible for analyzing financial data, providing insights to senior management, and developing recommendations to enhance revenue and reduce costs.You will also prepare and manage financial information related to the end-of-month close cycle, ensuring accurate and efficient closes.
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Financial Advisor Specialist
3 days ago
Dallas, Texas, United States New York Life DFW Full timeJob Title: Entry-Level Financial Advisor About the Role We are seeking a motivated and detail-oriented individual to join our team as an Entry-Level Financial Advisor. This role is ideal for those interested in developing their expertise in finance and providing expert advice to clients on investments, retirement planning, taxes, insurance, and other...
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Senior Financial Services Manager
5 days ago
Dallas, Texas, United States International Search Consultants Full timeSenior Financial Services RoleThis highly visible position offers tremendous career growth opportunities with continued development and training. As a Senior Financial Services Manager, you will oversee management of properties, monitor internal processes for efficiency and compliance, and interface with key Executive Leadership and Client Advisors.The...
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Wholesale Financial Advisor
4 days ago
Dallas, Texas, United States Nexpoint Full timeAbout the RoleWe are seeking an entrepreneurially minded Internal Wholesaler to build new and deepen existing financial advisor relationships across territories.The successful candidate will work with financial professionals across Wirehouse, Independent Broker/Dealer, and RIA channels to sell mutual funds and other registered products where NexPoint's funds...
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Senior Tax Professional
3 weeks ago
Dallas, Texas, United States SNI Financial Full timeJob DetailsSNI Financial is proud to partner with a Fortune 1000 company to find a highly skilled Senior Tax Professional to join their team. As a key member of the tax department, you will play a critical role in ensuring the accuracy and timeliness of corporate tax returns, estimated payments, and other tax-related tasks.As a Senior Tax Professional, you...
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High-Net-Worth Tax Advisor
4 weeks ago
Dallas, Texas, United States Anew Recruiting Full timeAnew Recruiting is seeking a talented Senior Tax Consultant to join their team in Dallas. As a high-net-worth tax advisor, you will work with financial advisors and other teams to provide exceptional tax advisory services to HNW clients.The ideal candidate will have a strong analytical and problem-solving skillset, excellent written and verbal communication...
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Expert Financial Advisor Position
4 weeks ago
Dallas, Texas, United States Fidelity TalentSource LLC Full timeTransform Your Career with FidelityFidelity Investments, a leading financial services company, is seeking an Expert Financial Advisor to join our team. This exciting opportunity offers a chance to build a meaningful career in financial planning and advice.About the Role:This position involves working with clients to understand their financial goals and...
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Financial Planner
2 days ago
Dallas, Texas, United States Spectrum Financial Group Full timeSpectrum Financial Group OverviewSpectrum Financial Group is a full-service financial services firm that offers comprehensive investment advice to investors in all stages of life. With decades of experience, we provide expert financial solutions to our clients.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team at Spectrum...
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Senior Financial Relationship Specialist
2 weeks ago
Dallas, Texas, United States Truist Financial Corporation Full timeAs a Senior Financial Relationship Specialist at Truist Financial Corporation, you will be responsible for providing an exceptional client service experience both in person and over the phone through the development and expansion of new and existing client relationships. With a strong focus on financial solutions, you will provide clients with tailored...
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Senior Financial Recruiting Specialist
4 weeks ago
Dallas, Texas, United States Virtual Full timeAt Vaco, we empower talented innovators in a collaborative environment where creative freedom thrives. As an uncommon company with over 20 years of growth, we are seeking visionary leaders to drive our future.We have been consistently ranked the #1 Best Staffing Firm to Work for in North America and are an Inc. 5000 fastest-growing private company in America...
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Financial Protection Advisor
3 days ago
Dallas, Texas, United States Creative Financial Investments LLC Full timeCompany OverviewCreative Financial Investments LLC is a dynamic company that offers a unique opportunity for individuals to excel in the field of life insurance sales. Our mission is to provide exceptional customer service and financial protection to families across the country.As a Life Insurance Agent, you will be responsible for selling insurance...
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Financial Support Advisor
1 day ago
Dallas, Texas, United States ValorVIP Full timeWe are looking for a highly skilled Financial Support Advisor to join our team at ValorVIP. In this role, you will handle inbound customer calls in a courteous, timely, and professional manner, including email and live chat. You will also be responsible for resolving customer issues, escalating them to managerial staff as needed, and maintaining accurate...
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Senior Investment Planning Advisor
3 weeks ago
Dallas, Texas, United States Fidelity TalentSource LLC Full timeWe are seeking a motivated and enthusiastic Senior Investment Planning Advisor to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in helping clients achieve their financial goals by providing personalized investment solutions and retirement plans.In this role, you will work closely with clients to...
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Financial Services Advisor
2 weeks ago
Dallas, Texas, United States Lopez Auto Insurance Full timeServe with Purpose:In this impactful role as a Financial Services Advisor, you will guide clients through the tax preparation process, ensuring accurate and compliant filings. With your exceptional attention to detail and bilingual proficiency, you will maximize tax benefits while adhering to regulatory requirements.About the Company:Lopez Auto Insurance &...
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Financial Sales Advisor
4 days ago
Dallas, Texas, United States Creative Financial Investments LLC Full timeCompany OverviewWe are a forward-thinking firm, Creative Financial Investments LLC, dedicated to helping families achieve financial independence. Our mission is centered around providing exceptional customer service while ensuring our clients receive the best possible insurance solutions.The Life Insurance Agent will play a pivotal role in driving this...
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Financial Staffing Specialist
3 days ago
Dallas, Texas, United States Financial Staffing Resources, Ltd. Full timeAbout UsFinancial Staffing Resources, Ltd. is a leading recruitment agency serving the Credit Union and Financial Services Industries. Our expertise lies in matching clients' needs with talented individuals at any level within the credit union organization.We offer a wide range of career opportunities in banking and credit unions, including entry-level...