Financial Advisor
4 months ago
Are you an experienced Financial Advisor seeking an opportunity to serve your clients better?
At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction
Prudential Advisors is looking for an experienced financial professional that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:
- The ability to service an existing book of business upon hire
- The ability to build a strong client base with Prudential’s exceptional referral programs
- The opportunity to create client solutions without proprietary product sales requirements
- Compensation that is a 100% benefit regardless of the product or company you sell
- The look and feel of an independent advisor with the benefits of being an employee.
- 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
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Financial Advisor
2 months ago
Plano, United States Prudential Advisors Full timeAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction! Prudential Advisors is looking for an experienced financial professional that is interested in working with an existing book of clients....
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Senior Financial Advisor
3 weeks ago
Plano, Texas, United States The Bank of America Corporation Full timeBank of America is committed to promoting financial well-being by creating connections that empower individuals to achieve better financial outcomes. Our focus on Responsible Growth influences our operational strategies and enhances value for our clients, employees, communities, and stakeholders. We are in search of a driven professional to become part of...
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Financial Advisor
3 months ago
Plano, United States BrokerHunter Full timeNo Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...
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Financial Advisor
4 months ago
Plano, United States BrokerHunter Full timeNo Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...
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Financial Accounting and Tax Advisor
3 weeks ago
Plano, Texas, United States SMD Consulting and Accounting Full timeJoin Our Team as a Financial Accounting and Tax AdvisorAre you passionate about delivering more than just basic bookkeeping services? Do you possess strong problem-solving skills and excel in communication? At SMD Consulting and Accounting, we are looking for a dedicated Financial Accounting and Tax Advisor to make a significant difference in our clients'...
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Financial Advisor Wealth Manager
4 months ago
Plano, United States LINCOLN WEALTH Full timeJob DescriptionJob DescriptionFast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process.Series 65 or 66 license is a must.Fantastic Marketing campaigns produce unlimited appointments. Our job is to meet, discover and close clients to assist them from their...
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Senior Commercial Banking Advisor
3 weeks ago
Plano, Texas, United States UMB Financial Corporation Full timeBecome a key player at UMB Financial Corporation and engage with a talented team of professionals committed to enhancing our commercial banking services. As a Senior Commercial Banking Advisor, you will spearhead a group of specialists in developing customized financial solutions that attract new clientele. Your role will involve close collaboration with...
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Dealer Financial Performance Advisor
2 weeks ago
Plano, United States BRP Full timeDEALER FINANCIAL PERFORMANCE ADVISOR We are looking for a Dealer Financial Performance Advisor who will report to the Finance Team Lead, North America and who’ll be tasked with all aspects of monitoring the performance of the BRP dealer network. As part of your role, you’ll be designing and utilizing reporting, trackers, and systems, to review metrics...
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Dealer Financial Performance Advisor
1 month ago
Plano, United States Bombardier Recreational Products Inc Full timeDEALER FINANCIAL PERFORMANCE ADVISOR We are looking for a Dealer Financial Performance Advisor who will report to the Finance Team Lead, North America and who'll be tasked with all aspects of monitoring the performance of the BRP dealer network. As part of your role, you'll be designing and utilizing reporting, trackers, and systems, to review metrics such...
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Dealer Financial Performance Advisor
1 month ago
Plano, United States BRP Full timeDEALER FINANCIAL PERFORMANCE ADVISOR We are looking for a Dealer Financial Performance Advisor who will report to the Finance Team Lead, North America and who’ll be tasked with all aspects of monitoring the performance of the BRP dealer network. As part of your role, you’ll be designing and utilizing reporting, trackers, and systems, to review metrics...
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Investment Counselor
3 weeks ago
Plano, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the 'many hats' of a typical Financial Advisor....
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Investment Counselor
3 weeks ago
Plano, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....
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Investment Counselor
3 weeks ago
Plano, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....
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Executive Vice President
2 months ago
Plano, United States GRN of Fort Worth Full timeJob DescriptionJob DescriptionCompany Overview:Our client is a rapidly growing wealth management firm dedicated to providing innovative financial solutions and strategies for individuals and organizations. Their mission is to empower clients to achieve their financial goals through personalized and expert guidance.Position Summary:They are seeking an...
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Wealth Management Advisor
4 months ago
Plano, United States The Ladders Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
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Financial Services Coordinator
3 days ago
Plano, Texas, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Business Banking Advisor
3 weeks ago
Plano, Texas, United States Wells Fargo Full timePosition Overview:Key Account Manager: Oversee a diverse portfolio of small business clients with annual revenues ranging from $100,000 to $1 million within a designated area.Leverage CRM Tools: Employ customer relationship management systems to effectively nurture and manage client relationships.Collaborative Approach: Work in conjunction with Business...
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Wealth Management Advisor
4 months ago
Plano, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, TxSunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
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Financial Controller
3 weeks ago
Plano, Texas, United States Colvin Resources Group Full timeColvin Resources Group is actively looking for a Financial Controller.Position SummaryThe Financial Controller will be instrumental in driving the organization's financial strategy by overseeing a variety of accounting operations, including revenue management, accounts payable, and tax obligations. This role involves building a proficient team, refining...
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Client Support Specialist in Financial Services
3 weeks ago
Plano, Texas, United States Strategic Wealth Partners Full timeAbout Us: Strategic Wealth Partners is a distinguished independent financial advisory firm located in Dallas, Texas, boasting over 25 years of expertise in guiding clients through their financial journeys. Our focus is on achieving financial independence and retirement planning, utilizing a comprehensive approach that encompasses estate planning, financial...