Investment Advisor
Insight Global
Can sit in either Plano, TX, Tampa, FL or Camas, WA 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Must-haves 2-3+ years of client facing advising/relationship building within financial services, wealth management, banking, or insurance industries Series 65 or any FINRA certifications (client will help you obtain this upon starting) Bachelors degree (highly preferred but can be flex for all stars) PLUSSES Any other Series/ FINRA certifications Day-to-Day Insight Global is looking for multiple Investment Counselors to join their clients team. As an Investment Counselor, you are the voice of our client in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, we offer an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. #J-18808-Ljbffr
- ...Investment Executive (Financial Advisor) Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Accountable for overall production...Suggested
$10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ...you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to...SuggestedWork experience placementWork at officeWork from home- Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals through comprehensive planning... ...requirements. Ideal candidates hold required licenses, have investment and financial services experience, and excel at relationship...Suggested
- ...clients to review goals, building plans, and recommending brokerage products in a compliant manner. Qualifications include Series 7 and 66 licenses (or 63/65), at least one year in investments, and experience in financial services or sales. #J-18808-Ljbffr Bank of AmericaSuggested
- ...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...SuggestedMonday to Friday
- ...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...
- ...Position Summary The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and... ...realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers assess a client's circumstances...
- ...review goals, building a financial plan, and recommending brokerage products while ensuring compliance with SAFE Act and licensing requirements. Candidates should hold the appropriate licenses, have investment experience, and be able to work #J-18808-Ljbffr Bank of America
$91.44k - $111.76k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area$170k - $350k
...peer financial data that informs management’s view of how the investment community will interpret the company’s financial performance,... ...Executive Leadership Team.The Director will serve as a trusted advisor who blends deep financial expertise with strategic thinking and...Full timeWork at officeRemote workWork from homeFlexible hours- Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Richardson, TX to lead a team of licensed retail bankers, drive securities product sales, and train bankers on investment strategies. The role focuses on developing client relationships, maintaining...
- ...income trades for various client accounts. You will work closely with financial advisors, assist with rebalancing and portfolio management, and serve as a subject matter expert on investments and trading processes. The role requires Series 7 and Series 63 licenses (or...
- Fifth Third Bank is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and coach staff on investment strategies and product solutions. The role involves conducting client meetings, identifying opportunities...
- Fifth Third Bank in Irving, TX is seeking an Investment Executive (Financial Advisor) to lead licensed retail bankers, drive client growth, and oversee sales of securities within a defined territory. The role emphasizes coaching, risk management, and compliance, with compensation...
- This exempt position is responsible for performing timely, thorough client credit reviews and risk assessments to support informed business intake, billing, and collections decisions across the firm. This includes assessing the creditworthiness of potential clients, monitoring...Full timeWork at office
$181.73k - $213.8k
...obligations, and Portfolio Risk Management standards.Build and maintain strong relationships with key clients, serving as a trusted advisor and escalation point for credit-related matters.Partner closely with Relationship Managers, Underwriting, Risk Management,...Full timeLocal area3 days per week- ...Investment Analyst Or Associate Preston Hollow Community Capital (PHCC) is seeking a highly motivated, entry-to-junior level analyst/associate to join its investment team based in Dallas, Texas. The investment team focuses on fixed income investments in high yield...Temporary workLocal area
$91.44k - $111.76k
Credit Portfolio ManagerAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our...Work experience placementLocal area- ...an experienced financial professional to help participants with their pension plans, tax‑deferred annuities, IRAs, 529s and other investments. You will educate clients on purchases and provide authoritative guidance for financial planning decisions. You will support...
- Texas Financial Advisors in Dallas, Texas is seeking an experienced financial advisor to deliver personalized investment solutions and provide comprehensive financial planning support to clients. The ideal candidate should possess a Bachelor's degree in Finance or a related...
- Navy Federal Investment Services seeks a financial consultant to identify client goals via telephone or video meetings and promote NFIS... ...and investment solutions to client objectives as a registered advisor, handling smaller accounts with supervision. Role involves collaborating...
- PlainsCapital Bank is seeking to hire a Loan Portfolio Manager.The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio of commercial client relationships under the supervision of the Director, Portfolio Management. The typical portfolio...Bank staffWork at officeRelocation packageWeekend work
$145k - $165k
We are currently seeking a Portfolio Manager to support our Commercial Banking Group. As a Portfolio Manager, you will be a senior member of the team and will be responsible for managing the risk of the portfolio and the individual credits that comprise the portfolio; taking...Full timeLocal areaFlexible hours- Huntington Bancshares, Inc. is seeking a knowledgeable CRE Portfolio Manager III to deepen and retain profitable customer relationships while managing associated business risks. This role requires experience in credit quality and commercial portfolio management. The ideal...Remote jobWork at officeFlexible hours
- POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and... ...realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a...
$93k - $189k
DescriptionThe Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management of a portfolio of commercial loans within the Diversified Industries group. Primary responsibilities include underwriting...Full timeWork at officeRemote workWork from homeFlexible hours- ...capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe...
$85k - $115k
...Privacy NoticeJones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the...Full timeFor contractorsWork experience placementWork at officeLocal area- Perform timely, thorough client credit reviews and risk assessments to support business intake, billing, and collections decisions Assess the creditworthiness of potential clients and monitor existing clients Coordinate terms of credit and support recommendations for credit...Work at office
$60k - $78.75k
Who We Are Lennox International (LII) is a leading global provider of innovative climate control solutions for heating, ventilation, air conditioning, and refrigeration (HVACR) markets.Beginning over a century ago, Lennox International has built a strong heritage of Innovation...Temporary workWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor. Be the first to apply!
- investment advisor Dallas, TX
- senior investment advisor Dallas, TX
- investment consultant Dallas, TX
- registered investment advisor Dallas, TX
- investment firm Dallas, TX
- investment coordinator Dallas, TX
- investment operations Dallas, TX
- investment part time Dallas, TX
- community investment Dallas, TX
- investment Dallas, TX

