Experienced Financial Advisor
Prudential Advisors
Regional Director at Prudential Advisors Full‑time financial advisor position based in Plano, Texas. Responsibilities Assess clients' financial needs and develop personalized financial strategies. Provide guidance on investments, retirement planning, and insurance. Build and maintain strong client relationships while staying updated on financial products and market changes. Collaborate with clients to help them achieve long‑term financial goals by offering tailored advice and creating comprehensive plans. Qualifications Experience in financial planning, investment analysis, and an understanding of retirement, tax, and estate planning concepts. Strong relationship‑building, client‑service, and interpersonal skills. Proficiency in identifying client needs, presenting solutions, and conducting financial assessments. Strong communication, consultation, and problem‑solving skills. Licenses such as FINRA Series 7, 63, 65, or 66 preferred (or willingness to obtain). Experience with financial software and tools is a plus. Ability to work in‑office. Benefits Medical insurance Vision insurance 401(k) Pension plan Disability insurance Child care support Tuition assistance Paid maternity leave #J-18808-Ljbffr
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
- ...with students and prospective students to provide information on financial aid and options that can help them develop a financial plan... ...degree from an accredited College or University is preferred. Experienced candidates will be considered without a degree provided they have...Suggested
- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation... ...(no prior experience required) * Ongoing mentorship from experienced professionals * Access to proven scripts, systems, and marketing...SuggestedImmediate startRemote workFlexible hours
$150k - $200k
...refinancing, and specialty loans. We employ a knowledgeable staff of experienced Mortgage Loan Originators with an operations team that is... ...to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most appropriate...SuggestedFlexible hours$103.45k - $197.73k
...mission is to empower our members to achieve financial security through highly competitive... ...Internal Controls Financial Reporting Advisor Senior , you’ll guide and facilitate cross... ..., ensuring knowledge transfer to less experienced team members; reviews the work of other,...SuggestedWork experience placementH1bWork at officeRemote workRelocation packageFlexible hours$93.77k - $179.24k
...mission is to empower our members to achieve financial security through highly competitive... ...(Internal Controls Financial Reporting) Advisor to be part of the team that is responsible... .... Serves as a resource to less experienced team members and BCM community to advise...Full timeWork experience placementH1bWork at officeRemote workRelocation packageFlexible hours- ...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you...Full timePart timeWork experience placementLocal area
$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes...- ...with loved ones. Our process begins by understanding your current financial position and goals, followed by creating a tailored plan to... ...Description This is a full-time on-site role for an Investment Advisor located in Richardson, TX. This is a 1099, commission-based role...Full time
- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Job Description Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change... ...insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I in Frisco, Texas. This role focuses on obtaining necessary securities licenses and managing client relationships by delivering comprehensive financial advice. The position requires a High School Diploma/GED...Monday to Friday
- Job Description It’s about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others... ...unparalleled banking services. Who You Are As a Financial Advisor II , you will work with our clients to help them develop financial...
- Spectrum Financial Group in Frisco, Texas, seeks a motivated Financial Advisor to assist clients in improving their financial well-being and building a personal client base. This role offers structured support with up to 80 qualified leads per day, mentorship, and a clear...
- ...client roster over time—with support from an internal sales team What We’re Looking For 1+ years of client-facing experience in financial services Series 65 (or ability to obtain shortly after hire; sponsorship available) Consultative, client-first mindset with strong...Visa sponsorship
- About the Company Corebridge Financial partners with financial professionals and institutions to help people make meaningful financial decisions... .... Role Summary Corebridge Financial is hiring a Financial Advisor to deliver personalized retirement and financial planning...Immediate start
- ...Bank Of America Financial Advisor 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, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayFlexible hours
- A leading financial services firm based in Plano, Texas, seeks a motivated individual to generate clients and build relationships. Responsibilities include attending coaching sessions, executing marketing plans, and scheduling financial planning meetings. Ideal candidates...
$64.48k
General Summary Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize financial performance...Temporary workLocal area- ...Watters & Associates, LLC in Frisco, Texas, is seeking a full-time Financial Planner responsible for delivering goal-based financial... ...developing comprehensive financial plans, serving as a trusted advisor, reviewing client portfolios, and collaborating on investment strategies...Full time
- 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, teammates, communities and shareholders every day. Bank of America...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors... ...-worth individuals and families to develop personalized financial strategies and help clients make the most informed...
- ...first philosophy built on trust, integrity, and long-term financial success. Recognized for its commitment to fiduciary advice... ...organization is expanding its advisory teams and seeking experienced Wealth Advisors who are passionate about building lasting client relationships...WorldwideRelocation package
- ...Job Description As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining your Securities Industry licenses, receiving dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After obtaining your...Work at officeImmediate startMonday to FridayShift workDay shift
$10k
...Overview 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...Work at officeWork from home- ...Financial Solutions Advisor Registration Candidate - Greater DFW Market Frisco, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$50k - $60k
...Job Description Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International... ...interests are of primary importance. This person must be experienced in using retirement planning software and client...Full timeWork at officeNight shift$95.89k - $157.54k
...FP&A Role Overview: McAfee is seeking a highly experienced FP&A Senior Analyst to support financial planning, forecasting, and strategic analysis across... ...). What Success Looks Like: Acts as a trusted advisor to senior leaders, delivering insights that directly...Temporary workWork at officeWork from homeHome officeRelocation packageFlexible hours- ...continuous improvement. Implementation Consultant – ERP Pro Financials Responsible for consulting services including business analysis... ...software required. Cloud Security Engineer Seeking an experienced Cloud Security Engineer to support Data & Insights solutions...Contract workInternshipSummer internshipLocal area
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