Licensed Financial Advisor - Client-Centered Guidance
Charles Schwab
Charles Schwab in Plano, TX is seeking professionals to provide financial guidance via inbound calls and build lasting client relationships. You’ll advocate for clients, take ownership of complex issues, and contribute to a supportive, growth-oriented culture. Ideal candidates hold FINRA Series 7 & 63 licenses, have 1+ years in customer service or client engagement, and can work flexible shifts. Base pay is competitive with a 10% annual bonus opportunity. #J-18808-Ljbffr Charles Schwab
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Advisor - Client-Centered Guidance in Plano, TX vacancy
- SFMG Wealth Advisors in Plano, TX is seeking an experienced Wealth Advisor to lead client relationships and deliver comprehensive financial planning and investment guidance from day one. The role requires 5+ years advising clients, strong analytical skills, and the ability...Suggested
- ...is seeking a Personal Banker I (Full Time) for the Plano Banking Center. The role involves opening, maintaining, and advising on checking, savings, time deposits, and basic loans. You will assist clients with inquiries, resolve issues, and support cross-selling of bank...SuggestedFull time
- ...and Compliance, you are at the center of keeping JPMorgan Chase... ...to-end—from due diligence and financial analysis through structuring,... ...decision making.Provides input and guidance to the structure and terms of... ...products extended to issuers/clients.Manages and analyzes large...Suggested
- ...forecasting activities. With guidance from senior team members, you... ...responsibilitiesPrepare accurate and timely financial reporting and analysis,... ...institutional and government clients under the J.P. Morgan and... ...on-site health and wellness centers, a retirement savings plan,...SuggestedVisa sponsorship
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...knowledge by completing required licenses and trainings. This position... ...referrals or financial center clientele Required Qualifications...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$25 - $29 per hour
...fully onsite, then hybrid). Hours: 8am-5pm for training. Our client is a global financial technology company that offers business and financial... ...disputes. Must have Experience 2+ years of recent contact center or call center experience 2+ years of recent experience in...Full timeShift workNight shiftWeekend work- American National Bank Of Texa seeks a Wealth Management Financial Advisor to develop, manage and retain client relationships and help clients work toward long-term financial goals. The role serves Collin County markets (Allen, Plano, McKinney) with responsibilities including...Casual work
- ...company's success. As a Financial Advisor within PNC Wealth Management... ...strategy focused on helping clients meet their savings,... ...financial recommendations and guidance to clients. Establishes individual... ...Certification(s) Licenses FINRA Series 7 and 66 (...Full timeTemporary workPart timeWork experience placementWork at office
- ...will become part of the Sales Practice Guidance (“SPG”) team and will apply company policies... ...AI to help us work smarter, serve more clients, and keep our promises, while remaining... ...Group is solely responsible for its own financial condition and contractual obligations....Work experience placementWork at officeFlexible hours
- Bank of America in Plano, TX seeks a Mortgage Loan Advisor to support clients through the home financing journey. You will handle inbound/outbound calls, analyze financial goals, determine optimal lending products, and submit mortgage applications with supporting documents...Weekend work
- New York Life in Frisco, TX seeks a Financial Services Representative to empower individuals and families to achieve their financial dreams... ...across the nation, building strong financial futures for clients and yourself. NYL offers professional development, flexible hours...Flexible hours
$85k - $95k
...Manager to oversee a discretionary book of 150-200 high-net-worth households with $100M-$150M in assets. You will act as the central client contact, explaining investment decisions and addressing client questions about portfolios and markets. Compensation disclosed...- Bank of America is seeking an advisor to deliver comprehensive financial guidance and customized solutions. You will triage... ...to partners, review goals with clients, build financial plans, and... ...products. You must complete required licenses and training, including SAFE Act...Work at officeFlexible hours
- ...Bank of America is seeking a client-focused Teller to educate clients on self-service options... ...will collaborate with teammates to meet financial goals, handle cash responsibilities, and... ..., and training will occur at a designated center with potential #J-18808-Ljbffr...Weekend work
- SFMG in Plano, TX seeks an experienced Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will work independently, discuss retirement, tax, estate, and investment topics, and present recommendations to clients using our planning...
- A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs. Ideal...Local area
- U.S. Bank is seeking a Relationship Banker 1 in Carrollton, KY to engage clients across in-person, appointment, and virtual channels, delivering tailored financial guidance. You will review banking needs, process transactions, and educate customers on digital products to...
- ...deliver high-touch banking experiences. You will identify customer financial needs and offer tailored solutions while utilizing the bank’s... ...work ethic to meet quarterly sales targets and provide exceptional service to a diverse client base. #J-18808-Ljbffr East West Bank
- ...Description About Us True Financial is a fast-growing mortgage... ...We are seeking experienced, licensed Mortgage Loan Officers for... ...transfers, outbound Guide clients seamlessly through the initial... ...Proven success in a call center or high-volume inside sales...Remote jobFull timeImmediate startHome officeFlexible hours
- ...Agile principles, you will provide expert guidance, mentorship, and coaching to foster a... ...change management skillsChase is a leading financial services firm, helping nearly half of... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup...
$58.1k - $66.6k
...firm’s commitment to helping clients own their financial futures. In this exciting... ...’ll give clients financial guidance while forming lasting relationships... ...have your securities licenses, enjoy working in a team... ...to accommodate 24/7 contact center needs Preferred Qualifications...Day shift- Our Financial and Business Management role offers the opportunity to... ...management and front office advisors in a fast-paced team environment... ...institutional and government clients under the J.P. Morgan and... ...on-site health and wellness centers, a retirement savings plan, backup...Full timeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...Commercial Banking F&BM you will support the Client Onboarding & Servicing (COS)... ...leveraging your penchant for story-telling with financial data and strategic, analytical and... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare...
- ...CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup...Work at officeVisa sponsorship
- ...technology leaders to drive business strategy, financial management, and operational excellence.... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...coverage, on-site health and wellness centers, a retirement savings plan, backup...Work at officeVisa sponsorship
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...where you can help your clients achieve their goals through... ...client-building and obtaining licenses. Our award-winning training... ...Planner Board of Standards Center for Financial Planning, Inc....Full timeContract workFor contractorsWork at office- ...incident analysis, or supplier controls; financial services.Strong knowledge of supplier... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare...
- ...application process. WEALTH ADVISOR Full Time Plano, Texas,... ...as lead advisor on a book of client relationships within our growing... ...directly advising clients on financial planning and investment... ...relationships with industry centers of influence and key partners...Full timeWork at officeImmediate start
$45k - $100k
...applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... .... People are at the center of our partnership. Edward... ...training – Get registered and licensed and learn how to be a...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...intelligence, helping build the financial management capabilities... ...institutional and government clients under the J.P. Morgan and Chase... ...on-site health and wellness centers, a retirement savings plan, backup... ...provides individuals, advisors and institutions with strategies...Visa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Advisor - Client-Centered Guidance. Be the first to apply!
Related searches
- senior wealth advisor Plano, TX
- financial advisor training program Plano, TX
- financial consultant Plano, TX
- financial associate Plano, TX
- jde finance consultant Plano, TX
- financial planner Plano, TX
- wealth advisor Plano, TX
- financial planning administrator Plano, TX
- financial planning assistant Plano, TX
- estate planning consultant Plano, TX



