Senior Retirement Advisor: Investments & Insurance
KPC Financial Solutions
KPC Financial Solutions in Southlake, TX is seeking a Senior Advisor who can integrate investments and insurance into a retirement strategy. You will lead discovery, craft comprehensive plans, and guide clients through decisions that move them from uncertainty to confidence. Ideal candidates have IAR registration in Texas, an active life and health license, and hands-on experience placing annuity and life insurance products for retirees and pre-retirees. #J-18808-Ljbffr KPC Financial Solutions
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth... ...responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and...SeniorLocal area
$75k - $80k
...is seeking an Associate Wealth Advisor to join our team! The Associate... ...and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members... ...Knowledge of tax, estate, and insurance planning Develops a mastery of Focus...RetirementWork at officeLocal areaRemote work2 days per week- ...clients and 20,000 financial advisors across the U.S. and Canada,... ...scenarios, and helping align investments to client goals, life events... ...7, Series 66, and state insurance licenses within three months... ...Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts...RetirementFull timeTemporary workFlexible hours
- A leading insurance marketing organization located in Texas is seeking individuals who possess grit, drive, and empathy to join their dynamic... ...schedule and unlimited earning potential, making it a great opportunity for career growth. #J-18808-Ljbffr American Senior BenefitsRetirementFlexible hours
- Newrez LLC in Coppell, TX seeks a Senior Portfolio Manager to lead client relationship management for mortgage servicing, oversee strategy execution, and drive profitability for the organization. You will manage 3rd party mortgage clients, oversee GSE forms and repurchase...Senior
$80k - $153k
...care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving... ...by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA...SeniorRetirementFull time- ...sponsorship for this position. The Role Investment Sales Associate (ISA) is the entry role... ...will be consulting with financial advisor clients via phone and Zoom. You will... ...laws governing securities, investment and retirement-related financial activities and the...RetirementFull time
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where... ...long-term financial goals: retirement, building wealth, estate strategies... .... and Canada than any other investment firm, serving over eight... ...within three months. State insurance licenses will be required.As...RetirementTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Job Description Audit Senior Manager — Digital Assets Note: Fidelity will not provide... ...Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment... ...laws governing securities, investment and retirement-related financial activities and the rules...SeniorRetirementFull time
- ...the company’s success. As a Financial Advisor within PNC Wealth Management, you... ...helping clients meet their savings, investing and retirement goals. Our team of financial planning... ...Description Consults on investment and insurance strategies, as well as the development...RetirementFull timeTemporary workPart timeWork experience placementWork at office
- ...growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent...InternshipMonday to Friday
- ...right way and for the right reasons.ResponsibilitiesIdentifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified...Work at officeLocal area
- ...offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred... ..., veteran status, or other classification protected by law. Truist is a Drug Free Workplace. SunTrust Investment Services, Inc.SeniorFull timePart timeWork at officeNight shiftWeekend work
- ...a full-time basis without employer sponsorship.This role offers a unique opportunity to work at the intersection of alternative investments, credit risk, and high‑net‑worth lending, supporting the growth of innovative lending solutions.We are seeking an Alternative Investment...SeniorFull timeWork at officeWork from homeRelocation
- ...Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...site health and wellness centers, a retirement savings plan, backup childcare,... ...cards, mortgages, auto financing, investment advice, small business loans and...SeniorRetirementWork experience placementLocal areaImmediate startRelocation
- ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business... ...200 years and today we are a leader in investment banking, consumer and small business banking... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementImmediate startAfternoon shift
- ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental... ...including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're...RetirementImmediate startAfternoon shift
- PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business and collaborate with branch teams in Dallas, TX. You will consult on investment and insurance strategies and develop personalized financial plans for clients. You will expand client...Work at office
- ...wealth management and investment expertise for high-net... ...are seeking a Wealth Advisor, Managing Director. Our... ...financial planning, retirement planning, investment management... ...to work directly with senior leaders and high-net... .../ Life / Disability Insurance ~ High-deductible...RetirementWork at officeLocal areaImmediate start
- ...Tax Senior As a Tax Senior at this firm, you will play a crucial role in overseeing our clients' tax matters. You will be responsible... ...Comprehensive benefits package, including health, dental, and retirement plans. Professional development and training opportunities....SeniorRetirementLocal area
- ...Senior Analyst, Financial Planning & Analysis (FP&A) Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing... ...strategic initiatives, special projects, and investment analyses Develop subject matter expertise...SeniorLocal area
- A leading software company based in Southlake, Texas, is seeking an experienced Enterprise Software Implementation Consultant. The role involves configuring, implementing, and training clients on innovative software solutions. Ideal candidates will have over 5 years in ...SeniorFull time
$86k - $115k
Eaton is seeking a Senior HR Generalist to provide full-spectrum HR support at their Carol Stream, IL site. The role demands at least... ...000 based on experience. Benefits include health, welfare, and retirement packages, alongside paid and unpaid time off. Relocation assistance...SeniorRetirementLocal areaRelocation package- Evexias is seeking a Senior Accountant in Southlake, Texas, to manage accounts payable, support financial reporting, and ensure adherence... ...This role offers benefits like comprehensive health coverage, retirement savings with a company match, and generous paid time off. Join...SeniorRetirement
- ...sheet decisions across our banking, broker-dealer, investment, and derivatives portfolios. As a senior individual contributor, you will help ensure the PolyPaths... ...value hedging strategies within a major banking or insurance organizationExperience applying ASC 815 hedge...SeniorFull timeWork at office
- ...CFA, ChFC, CIC, or PFS) Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board Bachelor... ...support and a commitment to your professional advancement. Seniority level Seniority level Entry level Employment type Employment...Full time
$19.13 - $22.96 per hour
...Senior AssociateShift: Friday to Sunday; 7:00 p.m. - 8:00 a.m.Why You'll Love WescoWhen... ...including generous paid time off, comprehensive insurance options for you and your family, 401k,... ..., dental, and vision coverage, and retirement savings plans. Additional details about...SeniorRetirementImmediate startWorldwideShift work- ...Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).... ...time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance...SeniorRetirementLocal area
$27 per hour
...Join our team at one of our senior living communities offering independent... ...matter! At Sagora, we invest in and empower our team... ...Dental/ Vision/ Disability/ Life Insurance Flex Spending Account Dependent... ...Savings Account 401(k) Retirement Savings Plan with company matching...SeniorRetirementHourly payFull timeSeasonal workLocal areaShift work$107k - $122k
Job Title: Senior Accountant Location: Dallas Fort Worth Metroplex CornerStone Professional Placement is seeking a Senior Accountant... ...benefits package including medical, dental, vision, retirement plans, and paid time off #J-18808-Ljbffr CornerStone Professional...SeniorRetirementMonday to Friday
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