Voya Financial Advisor
4 days ago
We 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 investment strategies. You will also conduct participant education and seminars, and provide expert advice on investment and retirement planning.
Key Responsibilities:- Prospect, schedule, and conduct one-on-one appointments with clients
- Recommend and implement investment strategies tailored to clients' needs
- Research client service issues and investment questions
- Conduct retirement and investment seminars for clients
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations - Series 7, 65 & 66 preferred
- Life & Health Insurance Licenses
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable efficient client management
- Turnkey marketing services
- Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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Voya Financial Advisor
2 weeks ago
Dallas, Texas, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Dallas area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors in the education market.Key Responsibilities:Prospect and schedule one-on-one appointments with plan...
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Financial Advisor
4 days ago
Dallas, Texas, United States Allworth Financial Full timeAbout 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...
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Senior Tax Advisor
2 weeks ago
Dallas, Texas, United States Allworth Financial Full timeJob Title: Senior Tax AdvisorWe 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.This is a full-time, exempt role based out of Addison, TX. The...
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Senior Tax Advisor
1 week ago
Dallas, Texas, United States Allworth Financial Full timeJob 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...
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Senior Tax Advisor
5 days ago
Dallas, Texas, United States Allworth Financial Full timeWe 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...
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Junior Financial Advisor
2 months ago
Dallas, Texas, United States New York Life - Dallas Full timeJob OverviewNew York Life - Dallas is dedicated to offering financial stability and reassurance through our comprehensive insurance, annuity, and investment offerings. We uphold principles of integrity and compassion in every interaction with our clients, partners, and colleagues. With a commitment to long-term stewardship, we aim to be a reliable presence...
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Financial Advisor
4 weeks ago
Dallas, Texas, United States New York Life DFW Full timeJob OverviewWe are seeking a highly motivated and skilled Financial Advisor to join our team at New York Life DFW. As a Financial Advisor, you will be responsible for providing expert guidance to clients on investments, retirement planning, taxes, insurance, and other financial products. Your role will involve analyzing clients' financial objectives and...
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Senior Tax Advisor
4 days ago
Dallas, Texas, United States Allworth Financial Full timeSenior 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...
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Financial Advisor
2 weeks ago
Dallas, Texas, United States Weitz and Luxenberg PC Full timeJob Title: Wealth AdvisorWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Weitz and Luxenberg PC. As a Wealth Advisor, you will be responsible for providing expert advice to clients on personal investment products, such as mutual funds, insurance, and annuity products.Key Responsibilities:Provide personalized investment...
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Senior Tax Advisor
1 month ago
Dallas, Texas, United States Allworth Financial Full timeJob Title: Senior Tax AdvisorWe 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.Key Responsibilities:Apply technical...
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Senior Tax Advisor
2 weeks ago
Dallas, Texas, United States Allworth Financial Full timeJob Title: Senior Tax AdvisorWe 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.Key Responsibilities:Apply technical...
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Financial Services Professional
4 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking partner that respects your experience and expertise.As a Financial Advisor at our firm, you'll...
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Financial Services Professional
4 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeAbout 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...
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Financial Advisor III
4 days ago
Dallas, Texas, United States Baylor Scott & White Health Full timeJob 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...
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Financial Technology Solutions Advisor
2 months ago
Dallas, Texas, United States Blue Signal Search Full timeFinancial Technology Solutions AdvisorOur client is a forward-thinking financial organization that utilizes state-of-the-art technologies to enhance operational effectiveness and foster success for a diverse range of financial entities. They are currently in search of a highly skilled Financial Technology Solutions Advisor.The Financial Technology Solutions...
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Dallas, Texas, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.Key...
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Financial Advisor Transition Specialist
2 weeks ago
Dallas, Texas, United States Hilltop Holdings Full timeAbout the RoleHilltop Securities is seeking a skilled Financial Advisor Transition Specialist to join our Wealth Management team. As a key member of our team, you will be responsible for ensuring a seamless transition of financial professionals to our network.Key ResponsibilitiesWork closely with Advisory Services Group and Insurance team to facilitate new...
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Dallas, Texas, United States Bank of America Full timeMerrill Financial Solutions Advisor Job DescriptionThis role is responsible for working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals. The ideal candidate will have a strong understanding of investment products and services,...
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Lead Financial Advisor
2 weeks ago
Dallas, Texas, United States Strategic Wealth Designers Full timeJob 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...
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Financial Services Professional
2 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeAbout 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...