Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor in Plano, TX vacancy
  • Merrill Experienced Financial Advisor 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... 
    Suggested
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    5 days ago
  • $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... 
    Suggested
    Flexible hours

    Mutual of Omaha Mortgage

    Plano, TX
    4 days ago
  • A leading aerospace firm is seeking an Experienced Product Security Analyst in Richardson, TX. The successful candidate will support the P-8A program, focusing on cybersecurity and resiliency of products. Responsibilities include analyzing security requirements, developing... 
    Suggested

    The Boeing Company

    Richardson, TX
    5 days ago
  •  ...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

    West Coast University

    Richardson, TX
    14 hours ago
  • $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,... 
    Suggested
    Work experience placement
    H1b
    Work at office
    Remote work
    Relocation package
    Flexible hours

    USAA

    Plano, TX
    4 days ago
  • A leading financial institution is seeking an Experienced Financial Advisor in Frisco, Texas. The ideal candidate will have over 5 years of experience and a portable practice. Responsibilities include delivering comprehensive financial strategies and maintaining client... 

    Bank of America

    Frisco, TX
    5 days ago
  • $45k - $100k

     ...Edward Jones Financial Advisor This job posting is anticipated to remain open for 30 days, from 15-Apr-2026. 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... 
    Traineeship
    Work at office
    Local area
    Home office
    Flexible hours

    Edward Jones

    Frisco, TX
    3 days ago
  •  ...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... 

    TradeJobsWorkforce

    Plano, TX
    2 days ago
  • $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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Frisco, TX
    2 days ago
  •  ...Frost Bank in Plano, TX, is hiring a Financial Advisor II to help clients develop financial plans and provide sound advice. You'll work closely with clients to understand their financial goals and market banking products effectively. This role demands a Bachelor's degree... 

    Frost Bank

    Plano, TX
    22 hours ago
  •  ...Overview It’s about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the...  ...members to be the best they can be. Who you are As a Financial Advisor II, you will work with our clients to help them develop financial... 

    Frost Bank

    Plano, TX
    1 day ago
  •  ...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... 

    Threadneedle group

    Plano, TX
    14 hours ago
  • $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... 

    Staffing In Motion

    Plano, TX
    2 days ago
  • $64.48k

     ...and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! General Summary Proactively develops a client base to which appropriate wealth management... 
    Full time
    Temporary work
    Bank staff
    Local area
    Flexible hours

    Cathay General Bancorp

    Plano, TX
    3 days ago
  •  ...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 time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    Plano, TX
    23 days ago
  • 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

    Bank of America

    Frisco, TX
    2 days ago
  •  ...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

    DHL Wealth Management

    Richardson, TX
    1 day ago
  • 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 work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    5 days ago
  •  ...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

    Cain Watters & Associates, LLC

    Frisco, TX
    2 days ago
  • Edward Jones is hiring Financial Advisors in Richardson, Texas. This role is designed for those looking to build long-term relationships with clients and provide personalized financial solutions. With comprehensive training and a robust compensation package, including... 

    Edward Jones

    Richardson, TX
    2 days ago
  •  ...A financial services firm is looking for a Regional Director based in Plano, Texas. This full-time role involves assessing clients' financial needs and developing personalized strategies for investments and retirement planning. The ideal candidate will have experience... 
    Full time

    Prudential Advisors

    Plano, TX
    4 days ago
  • $115.92k

     ...Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined...  ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to... 
    Contract work

    New York Life

    Frisco, TX
    4 days ago
  •  ...Edward Jones is seeking a dedicated financial advisor in Plano, Texas, offering comprehensive training and a strong support network. The role focuses on building client relationships using both face-to-face and digital strategies. Successful candidates will enjoy no ceiling... 
    Flexible hours

    Edward Jones

    Plano, TX
    3 days ago
  • $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 time
    Work at office
    Night shift

    Simplicity Group Holdings

    Plano, TX
    14 days ago
  •  ...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... 
    Full time
    Immediate start
    Remote work
    Flexible hours

    Spectrum Financial Group

    Frisco, TX
    3 days ago
  •  ...Frost Bank is looking for a dedicated professional in Plano, Texas to provide top-tier financial planning services. You will build strong relationships with customers, analyze their financial data, and offer complex solutions while managing existing client relationships... 

    Frost Bank

    Plano, TX
    2 days ago
  •  ...Join a leading financial services company as a Financial Professional at New York Life, where you can significantly impact clients’ financial futures. This role offers a unique blend of competitive income potential, comprehensive training, and personal growth alongside... 

    New York Life

    Frisco, TX
    3 days ago
  • $60k - $150k

     ...experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship... 
    Full time
    Contract work
    For contractors
    Work at office

    New York Life

    Frisco, TX
    3 days ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth...  ...-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions... 

    Beacon Pointe Advisors

    Plano, TX
    14 hours ago
  • $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

    New York Life

    Frisco, TX
    20 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor. Be the first to apply!