Financial Planner & Community Advocate
Modern Woodmen of America
A leading fraternal financial organization is seeking a Regional Field Recruiter in Addison, Texas. This role focuses on helping individuals from diverse backgrounds achieve financial goals through tailored financial plans. Responsibilities include providing financial products and guidance, promoting fraternal programs, and building meaningful relationships. Ideal candidates will demonstrate integrity, leadership, and a passion for community service. Competitive benefits are offered, including medical insurance and a 401(k) plan. #J-18808-Ljbffr Modern Woodmen of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planner & Community Advocate in Addison, TX vacancy
- ...Key Responsibilities: ("Assisting with community outreach events, providing administrative support for health programs, or participating in advocacy campaigns.") Qualifications: ("A passion for reproductive justice, strong communication skills, and a commitment to...SuggestedLocal areaRemote work
Women's Health & Evolutionary Wellness
Dallas, TX1 day ago - ...term relationships with clients by serving as their primary point of contact for personal banking needs. • Provide personalized financial guidance across deposit products, loans, and account services to support customers’ financial goals. • Educate customers on available...SuggestedFull timeImmediate start
Delta Dallas
Addison, TX4 days ago - A vibrant fundraising organization in Dallas, Texas is seeking a Client Rep to engage with the community, represent nonprofits at events, and inspire support for great causes. The role involves setting and achieving goals, meeting new people, and enjoying a dynamic work...Suggested
- ...should have a high school diploma or GED, customer service experience, and strong communication skills. A valid driver’s license is required. This position offers opportunities for professional growth in a supportive environment. #J-18808-Ljbffr Balfour Beatty CommunitiesSuggested
- Methodist Medical Group (MMG), a premier physician-led organization affiliated with Methodist Health System in Dallas, Texas, is actively seeking a board-certified Palliative Care physician to join our interdisciplinary team in North Texas. To support the continued growth...SuggestedRelocation packageMonday to Friday
Methodist Dallas Medical Center - Methodist Health System, D...
Addison, TX3 days ago - ...engaging with customers, providing tax preparation services, and fostering community relationships. The ideal candidate has strong tax expertise and a passion for helping clients achieve financial success. Candidates should possess an active EA, CPA, or Attorney...Seasonal workFlexible hours
- ...customers with tax preparation and advisory services, helping them navigate their tax needs. You will represent TurboTax in your community, engaging with customers to build trust and loyalty, while holding an active credential as an EA, CPA, or Attorney. This role offers...Seasonal workFlexible hours
$90k - $110k
...Financial Planner We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client's Financial Planning Consultant, and the client's CPA on behalf of the client...Work at office2 days per week1 day per weekCetera Financial Group
Dallas, TX1 day ago- ...Certified Financial Planner (CFP) Frisco, TX Encompass is partnering with a boutique, entrepreneurial Registered Investment Advisory (RIA) firm in Frisco to identify a Certified Financial Planner (CFP) to join their growing team. This is a unique opportunity...
The Encompass Group
Plano, TX5 hours ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... .... We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed,...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Addison, TX3 days ago$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 Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As...Work experience placementWork at officeWork from homeFisher Investments
Addison, TX1 day ago$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a... ...have a bigger impact on your clients and community. Becoming a business owner allows you to... ...Series 63, and more Certified Financial Planner licensing support2 Fully company-...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Addison, TX1 day ago- ...appropriate systems Strictly follow client process for handling financial issues and inquiries Comply with requirements surrounding... ...diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person...Full timeTemporary workPart timeCasual workWork at officeLocal area
MCI Careers
Farmers Branch, TX2 days ago - ...understand violations and troubleshoot access issues. Flex Skills/Nice to Have: • Oracle Identity Manager (OIM) knowledge • Financial service industries (Banking, Insurance, etc.) or any industry with high scrutiny of access risk and policy enforcement....For contractorsWork experience placementFlexible hours
AGM Tech Solutions
Farmers Branch, TX2 days ago - ...quality and security. Beyond our work, we actively support local communities and non-profits, reflecting our core values. Join us to be... ...Have Skills: Oracle Identity Manager (OIM) knowledge Financial service industries (Banking, Insurance, etc.) or any industry...Work experience placementLocal areaWorldwide
V2soft
Farmers Branch, TX5 hours ago $95k - $110k
Vaco Recruiter Services seeks a Senior Financial Analyst in Addison, TX. This role involves financial reporting, KPI monitoring, and data analysis to support executive decision-making. The candidate should have a Bachelor’s degree in a relevant field and 4+ years of experience...- Security Analyst Pittsburgh, PA, Cleveland, OH, Strongsville, Birmingham, AL, Dallas, TX, Phoenix, AZ Roles & Responsibilities Perform tasks related to mainframe security administration Evaluate and manage ACF2 rules associated with Systemware...
System One Holdings, LLC
Farmers Branch, TX5 hours ago - ...Primary Duties Lead seasonal, annual, and long-range financial planning for assigned categories, including sales, margin, inventory... ...flow Support the development and coaching of junior planners Contribute to continuous improvement of planning processes...Full timeSeasonal workWork at office
CosmoProf Beauty
Plano, TX5 hours ago - ...and approving them. The BPC owns the lifecycle of all user stories workflow in engagements - from draft to completion. Guide and advocate for the customer's needs throughout the engagement Support internal unit testing of developed solution during the development...Contract workWork at officeRemote workFlexible hours
ServiceNow
Addison, TX1 day ago - A regional financial institution in Texas is seeking a Personal Banker to manage both Teller and New Account services. This role requires strong customer relations, cash handling skills, and the ability to work in a fast-paced environment. The ideal candidate will possess...
- ...Relationship Banker I/II/III - Dallas Financial Center The Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. This role provides a full scope of products and services, ensuring customers...Work experience placement
Broadway Bank
Dallas, TX5 hours ago - ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... ...fully in all components of the established Truist Retail Community Bank Leadership Routines. Commits to advancing individual knowledge...Temporary workWork at officeNight shiftWeekend work
SunTrust Investment Services, Inc.
Dallas, TX5 hours ago - ...in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role... ...financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and...Full timeTemporary workWork at office
First Horizon
Dallas, TX3 days ago - ...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Remote workFlexible hours
- A leading financial services company in Texas is seeking a full-time representative to provide sound financial recommendations and build enduring client relationships. The role offers training, support, and unlimited commission potential, with a flexible hybrid work setting...Full timeRelocation packageFlexible hours
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...a bigger impact on your clients and community. Becoming a business owner allows you to... ...Series 63, and more Certified Financial Planner licensing support Fully company-funded...For contractorsWork at office- A leading financial services firm in Dallas seeks a financial advisor who will grow their client base and build personalized financial plans. Candidates should possess entrepreneurial ambition and a strong motivation for success. Comprehensive training programs equip you...
- Financial Aid Planner Choose To Make A Difference Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their...
$75.4k - $93.8k
Nuveen is hiring a Virtual Financial Consultant in Dallas, Texas. This role involves providing virtual counseling on TIAA products and services. Key responsibilities include advising clients on pension plans and investment options. The ideal candidate should possess 3+...- ...customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... ...for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits...Work at office
Fifth Third Bancorp
Plano, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner & Community Advocate. Be the first to apply!
Related searches
- jde finance consultant Addison, TX
- financial advisor Addison, TX
- financial planner Addison, TX
- financial planning assistant Addison, TX
- financial advisor associate Addison, TX
- financial counselor Addison, TX
- financial planning associate Addison, TX
- finance associate Addison, TX
- estate planning consultant Addison, TX
- financial planning administrator Addison, TX