Financial Advisor
$45k - $100kEdward Jones
Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long‑term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business’s growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work‑related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Benefits Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm’s Travel Award Program. All associates are eligible for the firm’s Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client‑first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. Supplemental Starting Salary Range $45,000 - $100,000 Equal Employment Opportunity Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #J-18808-Ljbffr Edward Jones
$45k - $100k
...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...ChFC, CIC, or PFS) Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board... ...Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize their...SuggestedFull time
- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...SuggestedTemporary workWork at officeShift workDay shift
$10k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...Work at officeWork from home- Position Title Patient Financial Advisor - Home Infusion (Remote with viable onsite requirements) - Southlake Campus Position Summary The Patient Financial Advisor is responsible for providing financial assistance to patients and families throughout the health system. They...Remote jobFull time
- Edward Jones in Southlake, Texas is looking for a financial advisor who will create new client relationships and provide personalized financial solutions. You will maximize branch effectiveness and engage in community impact through our comprehensive training program. Ideal...Traineeship
- A financial services leader is seeking candidates for the Advisor Development Program Financial Solutions Advisor in Lake Worth, Texas. This role offers the chance to obtain essential securities licenses while developing skills in client relationship management and financial...Traineeship
- ...Job Description Job Description GDS Wealth Management invites you to join our dynamic team as a Financial Advisors as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm, we are passionate about...Full timeMonday to Friday
$10k
...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. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an...Work experience placementWork at officeWork from home- The University of Kansas Hospital is seeking a Patient Financial Advising Supervisor in Southlake, Texas. This role involves overseeing financial assistance practices, supervising employee performance, and collaborating across departments. Candidates should possess an Associates...
- ...Southlake Campus Position Summary / Career Interest: The Patient Financial Advising Supervisor is responsible for overseeing the financial... ...and Essential Job Functions Oversees the financial advisor functions including but is not limited to contacting the patient...Immediate startAll shifts
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
$70k - $80k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$24 - $26 per hour
...Overview Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor , you'll be the friendly guide that students and their families rely on to make sense of financial...Hourly payImmediate startFlexible hours- ...candidate for this role to work on site in the specified location. The Financial Solutions Branch (FSB) is a segment of the Wealth & Centralized... ...them stay on track with their financial goals. * Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and...Work at officeLocal area
$10k
...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 Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....Work experience placementWork at officeWork from home- Edward Jones is seeking financial advisors in Keller, TX to partner with clients and help them achieve their long-term financial goals including retirement and wealth building. Advisors will focus on building client relationships while developing their practice with support...
- Edward Jones is seeking financial advisors to partner with clients to help them achieve their long‑term financial goals including retirement, wealth building, estate strategies and education funding. Advisors will develop and grow their own practice, supported by their...Flexible hours
- Our client is one of the fastest-growing RIAs in North Texas and is continuing to expand their advisor team. They are seeking Financial Advisors who will focus on building new client relationships while delivering comprehensive planning and advisory services to an established...Full time
- ...Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level. Job Summary The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing...Work at officeImmediate start
$45k - $100k
A leading financial services firm is seeking a motivated Financial Advisor to help clients achieve their long-term financial goals. The position involves building relationships through diverse sourcing strategies while providing personalized financial solutions. Candidates...$70k - $80k
...Financial Planner (Colleyville, Texas) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...Temporary workWork at officeHome officeMonday to FridayFlexible hours$115.92k
...Financial Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Contract work- Bank of America is seeking a Financial Advisor in Hurst, Texas. This role involves providing customized financial advice and solutions to clients. Responsibilities include triaging client leads, meeting with clients to review financial goals, and recommending investment...
- Bank of America is seeking a Financial Advisor in Flower Mound, Texas, responsible for providing tailored financial solutions to clients. You will assist clients in setting and achieving their financial goals while recommending appropriate investment products and services...Monday to Friday
- Bank of America is looking for a Financial Advisor in Keller, Texas, responsible for providing comprehensive advice and customized solutions to clients. This role involves helping clients achieve their financial goals through personalized financial plans, as well as meeting...
- ...and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and...Work at officeFlexible hours
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