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

Financial Services Advisor - Planning & Portfolios

Craigbagley

Craigbagley in Weatherford, Texas is looking for a Financial Services Manager to market financial products and support customer financial planning. The role involves consulting with customers, conducting financial reviews, and ensuring compliance with regulations. Applicants should have a minimum of 3 years experience in financial services, strong analytical and communication skills, and preferred licenses including FINRA Series 7 and 63. #J-18808-Ljbffr Craigbagley

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor - Planning & Portfolios in Weatherford, TX vacancy
  • State Farm Insurance Companies in Weatherford, Texas, is hiring a Licensed Financial Services Representative. This role is essential for providing financial planning and investment-related services to clients while nurturing long-term relationships. The ideal candidate... 
    Suggested
    Base plus commission

    State Farm Insurance Companies

    Weatherford, TX
    19 hours ago
  • $75k - $200k

    Financial Services Manager Full Time in Weatherford, TX. 401(k) matching Health insurance Paid time off ROLE...  ...Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial... 
    Suggested
    Full time
    For contractors

    Mader Bagley

    Weatherford, TX
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Weatherford, TX
    2 days ago
  • Established State Farm agency is hiring a Licensed Financial Services Representative with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship... 
    Suggested
    Base plus commission

    State Farm Insurance Companies

    Weatherford, TX
    19 hours ago
  •  ...regulatory and risk management standards. This role monitors portfolio performance and supports ongoing reporting of loan...  ...relationships with customers through proactive service and communication. Gather financial documentation. Ensure loan files meet internal policies... 
    Suggested
    Full time
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    Security State Bank & Trust

    Weatherford, TX
    4 days ago
  •  ...are a Hudson Oaks, Texas-based Internet Service Provider (ISP) delivering High Speed Internet...  ...Perform analysis of monthly and annual financial results at Company, State, department...  ...to detail • Strong organizational and planning skills • Written and verbal... 
    Full time
    Monday to Friday

    Nextlink

    Hudson Oaks, TX
    3 days ago
  •  ...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a...  ...Prioritizes client demands. Provides impeccable customer service. Communicates professionally with all clients and colleagues... 

    First Financial Bankshares

    Weatherford, TX
    2 days ago
  • * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume...  ...and recommend bank products and services to support their financial success * Follow established policies in accordance with the... 
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Weatherford, TX
    3 days ago
  •  ...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a...  ...Prioritizes client demands. Provides impeccable customer service. Communicates professionally with all clients and colleagues... 
    For contractors
    Work at office
    Flexible hours

    First Financial Bancorp

    Weatherford, TX
    6 days ago
  •  ...Banker in Weatherford, Texas. In this role, you will excel in building and managing client relationships while delivering exceptional service and utilizing advanced banking technology. The ideal candidate will have at least 1 year of sales experience in Retail Banking,... 

    JPMorganChase

    Weatherford, TX
    4 days ago
  • First Financial Bankshares in Weatherford, Texas is seeking a Teller to process financial transactions and provide exceptional customer service. This role includes a significant travel requirement to regional branches and a fast-paced work environment. Ideal candidates... 
    Flexible hours

    First Financial Bankshares

    Weatherford, TX
    19 hours ago
  •  ...Weatherford, TX 76086Position Type: Full TimeJob Category: Customer Service Summary The Teller position is integral to providing...  ...Duties and Essential Functions Facilitate the processing of various financial transactions, including deposits, withdrawals, and payments, while... 
    Work at office
    Local area
    Weekend work

    TexasBank

    Weatherford, TX
    19 hours ago
  • TexasBank is seeking a Teller in Weatherford, TX, to provide excellent customer service while managing banking transactions. Responsibilities include processing transactions, handling inquiries, and ensuring customer satisfaction. The ideal candidate will have a high school... 

    TexasBank

    Weatherford, TX
    19 hours ago
  • WAC-TX WFC Limited Partnership is seeking a Financial Services Representative in Weatherford, Texas. In this role, you’ll guide customers through their financial journey, ensuring they receive top-tier customer service while effectively assisting the branch manager. The... 

    WAC-TX WFC Limited Partnership

    Weatherford, TX
    5 days ago
  • Loansbyworld is seeking a Financial Services Representative in Weatherford, Texas. You will be the face of Loansbyworld, guiding customers through their financial journey while maximizing branch growth. The role includes processing loan applications, providing outstanding... 

    Loansbyworld

    Weatherford, TX
    4 days ago
  •  ...work week. This role will involve acquiring vehicles from various lead sources, along with acquiring vehicles from the dealership's service drive customers. We will train the right person for this role. At the Hiley Automotive Group, we know to be best-in-class in... 
    Local area
    Flexible hours
    Weekend work

    Hiley Chevrolet

    Weatherford, TX
    2 days ago
  • A community financial institution in Weatherford, Texas seeks a motivated individual to join their team as a Teller. Responsibilities include...  ...financial transactions, providing exceptional customer service, and maintaining confidentiality. Candidates should possess a high... 

    First Financial Bancorp

    Weatherford, TX
    19 hours ago
  •  ...The Commercial Analyst plays a critical role in ensuring financial accuracy and operational efficiency for active fleets. This role is...  ...functional communication, and a solid understanding of oilfield service operations. Key Responsibilities Establish and maintain pre‑job... 
    Casual work
    Work at office
    Local area
    Afternoon shift

    PF Holdings LLC Defunct

    Willow Park, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Advisor - Planning & Portfolios. Be the first to apply!