Financial Advisor Specialist
4 days ago
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 financial instruments.
Responsibilities As an Entry-Level Financial Advisor, you will be responsible for collaborating closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies. You will also deliver well-informed guidance on investments, retirement funds, taxes, insurance, and various financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices. A welcoming demeanor and outstanding communication abilities are crucial attributes for this role.
Salary and Benefits The estimated annual salary range for this position is $75,000 - $95,000+, depending on experience and performance. Our company offers a comprehensive benefits package, including professional development opportunities, a hybrid work environment, and a commitment to ongoing learning and development.
Qualifications To be successful in this role, you should have a high school diploma, basic computer skills, and excellent communication, customer service, analytical, and interpersonal skills. A Life/Health insurance license, SIE, Series 6, or Series 63 license is required or preferred.
-
Financial Advisor Opportunity
5 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...
-
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...
-
Financial Freedom Specialist
5 days ago
Dallas, Texas, United States Term Life Specialist Full timeAbout Our OpportunityWe're looking for passionate individuals who want to make a difference in people's lives by helping them achieve financial freedom. As a Term Life Specialist, you'll play a crucial role in empowering professionals to secure their futures and live a life filled with purpose, passion, and fulfillment.Key Responsibilities:Build strong...
-
Senior Financial Advisor Recruiter
5 days ago
Dallas, Texas, United States Nexpoint Full timeYour Role at NexPointYou 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...
-
Senior Wealth Advisor
5 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...
-
Wholesale Financial Advisor
5 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...
-
Financial Services Specialist
5 days ago
Dallas, Texas, United States Woodling Financial Full time**Career Opportunity:**We are seeking a highly motivated Financial Services Specialist to join our team. In this role, you will be responsible for developing strong relationships with clients, identifying their financial needs, and recommending personalized solutions.**Estimated Salary:** $1,200-$2,000 per week (negotiable), depending on experience and...
-
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...
-
Financial Planner
4 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...
-
Financial Protection Advisor
5 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...
-
Financial Support Advisor
3 days 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...
-
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 &...
-
Financial Sales Advisor
5 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...
-
Personal Financial Planner Advisor
4 days ago
Dallas, Texas, United States New York Life - Dallas Full timeKey ResponsibilitiesWe are seeking a highly motivated and self-disciplined individual to fill the role of personal financial planner advisor at New York Life in Dallas. Key responsibilities include designing customized financial plans for clients, gathering financial information to determine financial status, and assisting clients in implementing financial...
-
Credit Union Financial Advisor
6 days ago
Dallas, Texas, United States Neighborhood Credit Union Full timeJob Title: Credit Union Financial AdvisorAbout the RoleWe are seeking a highly motivated and experienced Credit Union Financial Advisor to join our team at Neighborhood Credit Union. As a Loan Officer, you will be responsible for providing exceptional financial services to our members, including loan origination, credit analysis, and risk...
-
Financial Talent Acquisitions Specialist
4 days ago
Dallas, Texas, United States Spectrum Financial Group Full timeJob OverviewSpectrum Financial Group is a leading financial services company driven to help people feel more secure and prepared for their financial future.We are seeking a skilled Digital Engagement and Onboarding Specialist to join our recruiting team.This role involves identifying, connecting with, and inviting suitable candidates for Financial...
-
Financial Services M&A Specialist
4 weeks ago
Dallas, Texas, United States Selby Jennings Full timeWe are seeking a seasoned Financial Services M&A Specialist to join our team at Selby Jennings.Company OverviewSelby Jennings is a leading investment bank specializing in M&A, capital advisory, restructuring, and valuations.This role will focus on sell-side M&A, with additional responsibilities for debt and equity financings.Job DescriptionAs a Financial...
-
Strategic Financial Solutions Specialist
4 weeks ago
Dallas, Texas, United States First Horizon Advisors, Inc. Full timeCompensation: $80,000 - $150,000 per yearAbout Us: First Horizon Advisors, Inc. is a leading financial services company dedicated to helping clients achieve their goals through personalized solutions.Job Description: We are seeking a highly skilled Strategic Financial Solutions Specialist to join our team in Memphis, TN. As a key member of our advisory...
-
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...
-
Global Financial Advisor
4 days ago
Dallas, Texas, United States Global Financial Impact - Marco Esquivel Full timeEstimated SalaryWe offer a competitive salary range of $25,000 part-time and $120,000 full-time per year, with opportunities for bonus income and stock ownership. As a financial professional, you will have the potential to earn significantly more as you grow and develop your skills.