Personal Financial Planner Advisor
3 days ago
The ideal candidate will possess uncompromising integrity, excellent communication skills, both written and verbal, and the ability to adapt to changing needs. A current professional license CPA or CFP is required, along with FINRA Series 7 and 66 licenses. Sales experience and business acumen are preferred.
We offer a competitive salary of $50,000 - $80,000 yearly, depending on experience. Our company culture prioritizes integrity, humanity, and lifelong value to our customers. With a history of over 174 years, we have helped generations of Americans protect their families and attain their financial goals.
This full-time position offers potential for growth within the company, opportunities for licensure, and a chance to engage your community and leverage personal networks and contacts.
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Financial Planner
3 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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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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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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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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Credit Union Financial Advisor
5 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...
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Senior Financial Advisor Recruiter
4 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...
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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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Personal Stylist and Advisor
2 days ago
Dallas, Texas, United States Neiman Marcus Group Careers Full timeAbout Neiman Marcus Group: We are one of the largest multi-brand luxury retailers in the U.S., delivering exceptional products and intelligent services enabled by our investments in data and technology.The Opportunity: As a Client Advisor, you will have the opportunity to work with our clients to understand their style and preferences, and provide...
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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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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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Personal Finance Consultant
3 days ago
Dallas, Texas, United States Spectrum Financial Group Full timeAbout the PositionWe are looking for a talented and dedicated Financial Advisor to join our team at Spectrum Financial Group. In this role, you will have the opportunity to help clients achieve their financial goals and objectives.Key Responsibilities:Assess clients' financial situations and identify areas for improvement.Develop and implement customized...
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Financial Protection Advisor
4 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
2 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...
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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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Personal Finance Consultant
4 days ago
Dallas, Texas, United States New York Life DFW Full timeAbout the Opportunity Entry-Level Financial Advisor Job Summary We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and...
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Global Financial Advisor
2 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.
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Strategic Wealth Planning Director
4 weeks ago
Dallas, Texas, United States Parallel Advisors Full timeWe are seeking an experienced Strategic Wealth Planning Director to join our team at Parallel Advisors, LLC. This is a hybrid role (3 days a week in person, 2 remote) based in our Dallas office.As the leader of the planning team, you will work alongside our advisors to assess prospective and existing client needs and help gather data, enter data into various...
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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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Financial Planning Specialist
3 days ago
Dallas, Texas, United States WallStJobs Full timeWallStJobs seeks a highly motivated and dynamic Financial Advisor to join their team in the financial services industry.Job OverviewA major wealth management firm dedicated to providing personalized investment solutions is looking for a skilled Financial Advisor to develop comprehensive financial plans, make informed investment decisions, and build lasting...