Strategic Financial Advisor & Planning Expert
Bank of America ATM
Bank of America in Dallas, TX is seeking a Financial Advisor who provides comprehensive advice and customized solutions to clients to help them reach their financial goals. You will triage client leads, refer to partners, and build a financial plan integrating brokerage products. The role requires licenses (Series 7/66 or 63/65) and strong relationship skills, with emphasis on regulatory due diligence and adherence to SAFE Act requirements. Monday–Friday with rotating Saturdays may apply. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Advisor & Planning Expert in Dallas, TX vacancy
$96.88k - $127.15k
Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the first health insurance company built... ....About the role:The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i.e....SuggestedFull timeWork at officeRemote work- ...LRE is currently seeking a Strategic Finance Associate (L18) to provide financial modeling, scenario building, and... ...support near-term budgeting, capital planning, and long-term corporate strategy... ...&A support Act as the "go-to" expert for advanced modeling to support...SuggestedFull timeWork at officeLocal areaRemote work2 days per week3 days per week
Leeward Renewable Energy, LLC
Dallas, TX21 hours ago - ...Food Bank is seeking an FP&A Analyst to support budgeting, forecasting, financial reporting, financial modeling, and strategic analysis. This role partners with departments to improve financial planning, resource allocation, and continuous improvement. The ideal candidate...Suggested
- Virrtue is seeking a detail-oriented Financial Planning & Analysis professional to support budgeting, forecasting, and strategic decision-making processes. The candidate should have over 5 years of experience in finance or accounting, strong financial modeling skills, and...SuggestedShift work
- Buff City Soap is looking for a Financial Analyst in Addison, TX, who will collaborate closely... ...with the Vice President of Financial Planning & Analysis. The role involves analyzing... ...budgets, and forecasting results to support strategic decisions. The ideal candidate will hold...Suggested
- ...leading HVACR distributors group, seeks a Corporate Development Associate in the US to support strategic growth initiatives and core FP&A activities. You will prepare financial reports, dashboards, and analyses for leadership and external partners, collaborate with...
- ...seeking a Corporate Development Associate in Dallas to support strategic growth initiatives and core FP&A efforts. You will provide... ...executives to drive data‑informed decisions. The role requires strong financial modeling, KPI dashboards, and experience with Excel, Power BI,...
- ...(Dallas area) is seeking an experienced financial services professional to consult on investment... ...and develop comprehensive financial plans for clients. You will grow and retain a... ...experience, and drive referrals through strategic relationship building and exemplary...
- Jobtailor is seeking a financial services professional to work with high-net-worth individuals in Dallas. You will identify client needs, build relationships, and deliver customized investment recommendations aligned with goals for existing and prospective clients. You...
- United States Digital Space LLC invites applications for a client-focused financial advisor role. You will build financial plans using brokerage products, bonds and funds, and advise on banking and investment strategies tailored to client goals. You will triage client...
- Oscar Health Insurance is hiring an Associate, Strategic Finance to join our FP&A team. This fully remote role supports financial planning, analytics, and business insights for Corporate, Operations, and Technology divisions. The successful candidate will craft data-driven...Remote job
- Bank of America in the United States is seeking a financial advisor to provide tailored advice and solutions to clients, helping them reach... ...managed solutions. You will meet with clients, build financial plans, and work with partners to refer opportunities. Requires...
- Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized financial solutions. The role involves meeting with clients, building plans, and recommending brokerage products while adhering to regulatory licensing requirements...
- CHCP (The College of Health Care Professions) is a Dallas-based institution seeking a Financial Aid Advisor to guide students through the financial aid process, ensuring compliance with state, federal, accreditation, and institutional regulations. The role includes developing...
- NTT DATA North America is seeking a Financial Analysis Specialist Advisor in Dallas, TX to support multi-contract invoicing, monthly close, and financial reporting. The role focuses on analytics, cost tracking automation, and process improvements for better financial controls...Contract work
- Forvis Mazars US is seeking a professional in healthcare consulting to guide strategic vision and operational assessments within healthcare organizations. The ideal candidate should possess a Bachelor's or Master's Degree in a relevant discipline and have strong skills...Work at office
- ...stakeholders. The ideal candidate will have strong experience with Financial Management and Workday ERP implementation. Additional... ...to support employee well-being, including medical and dental insurance, a 401(k) plan, and paid time off. #J-18808-Ljbffr Infosys
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...their goals through financial planning. On your path to becoming a... ..., you'll hear from industry experts, learn the art of client acquisition... ...commissions and fees, Strategic Employee Benefits Services...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Dallas, TX1 day ago- Care.com is seeking a Financial Planning & Analysis professional to partner with revenue planning and business performance. This role requires an organized approach, strong Excel skills, and the ability to translate large datasets into actionable insights. You will build...
- ...Assistance Program (TAP) The Financial Aid Advisor plays a pivotal role in... ...goals by providing expert advice and tailored financial... ...role include: Providing strategic financial aid counseling to... ...finalize student financial aid plans in strict accordance with state...Temporary workFlexible hours
CHCP
Dallas, TX4 days ago - Surf Air Mobility is seeking a Financial Analyst in Addison, TX, reporting to the Sr. Director of FP&A. The role focuses on driving financial planning, budgeting, forecasting, and analytical insights to support leadership and the management team. You will help build models...
- ...Frost is seeking a Financial Advisor III in Dallas, Texas, dedicated to helping clients build their financial foundations... ...role, you'll analyze financial data and offer strategic advice on investments, retirement planning, and more. The ideal candidate has a Bachelor's...
Frost
Dallas, TX5 days ago - ...President, Mortgage Banker for its Home Loans team in Dallas, TX. The role involves serving as the primary contact for clients and financial advisors throughout the mortgage origination process, ensuring a seamless experience from application to closing. The ideal candidate...
- Texas Capital Bank in Dallas seeks a Financial Relationship Consultant to establish and deepen client relationships, performing banking transactions and identifying needs. You will open accounts, refer services, and provide strong customer service in a high-touch environment...
- ...to deliver exceptional client service in-branch and over the phone. The role includes expanding client relationships and offering financial solutions through consultative conversations and referrals to partners. The position may involve crossing into teller duties as needed...Full time
- ...company's success. As a Financial Advisor within PNC Wealth Management... ...execute an advice and planning strategy focused on helping... ...team of financial planning experts guide you in creating personalized... ...comprehensive, holistic and strategic approach will harmoniously...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Irving, TX1 day ago - ...Job Description Job Description Job Title: Financial Advisor Location: Gainesville or Whitesboro, TX (North of Dallas) – Fully In... ...established client base and local community. This role is a key strategic hire designed to deepen client relationships and increase...Full timeWork at officeLocal areaRelocation package
TriSearch
Dallas, TX3 days ago - Position: Financial Advisor II - Dallas Market | Division: BWSI WorkDays:... ...trusted advisor, delivering expert financial advice and investment... ..., with a focus on financial planning for a diverse client base... ...Broadway Bank and contributes to strategic transformation efforts...Monday to Friday
- BCG Attorney Search in Dallas seeks a securitization and structured finance associate or senior associate to join our transactional team. You will structure, draft, and negotiate asset-backed securities and engage in structured credit transactions. The ideal candidate has...
- Allworth Financial ( ) is an independent investment financial advisory... ...specializes in retirement planning, investment advising, and 40... ...their goals and plan strategically for retirement. Allworth Financial... ...Registered Investment Advisor. Founded in Sacramento, California...Temporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Advisor & Planning Expert. Be the first to apply!
Related searches
- financial planner cfp Dallas, TX
- senior financial advisor Dallas, TX
- strategic finance associate Dallas, TX
- oracle financial consultant Dallas, TX
- financial advisor part time Dallas, TX
- oracle financial functional consultant Dallas, TX
- associate leveraged finance Dallas, TX
- work from home financial advisor Dallas, TX
- entry level financial advisor Dallas, TX
- wealth advisor associate Dallas, TX