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 Prudential Advisors
- 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...SuggestedShift workDay shift
- This is a full-time role for a Financial Advisor, based in Plano Texas. Key responsibilities include assessing clients' financial needs, developing personalized financial strategies, and offering guidance on investments, retirement planning, and insurance. The Financial...SuggestedFull time
- ...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...SuggestedImmediate startRemote workFlexible hours
- ...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
$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...SuggestedFull timeWork at officeNight shift$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...Flexible hours- 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...
$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,...Work experience placementH1bWork at officeRemote workRelocation packageFlexible hours- 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...
- ...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...
$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 timeTemporary workBank staffLocal areaFlexible hours- ...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 timePart timeWork experience placementLocal area
- ...Financial Advisor III It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of...
$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...$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor,...Full timeContract workWork at officeLocal area
- 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
- ...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
- 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 workWork at officeImmediate startMonday to FridayShift workDay shift
- 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...
- ...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
- 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...
- ...client roster over time—with support from an internal sales team What We’re Looking For 1+ years of client-facing experience in financial services Series 65 (or ability to obtain shortly after hire; sponsorship available) Consultative, client-first mindset with strong...Visa sponsorship
- .... Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients... ...legacy planning Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a...Remote workFlexible hours
- ...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...
$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 timeContract workFor contractorsWork at office$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$10k
...Wealthbuilder Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment...Work at officeWork from home- Bank of America in Plano, Texas, is seeking a financial adviser responsible for offering tailored solutions to clients and helping them reach their financial aspirations. The role involves triaging client leads, conducting meetings to review financial and investment goals...
- A leading financial services organization is looking for a Financial Advisor to join their team in Plano, Texas. This role involves helping clients with financial planning and building strong relationships to support their financial goals. Candidates should have 3+ years...
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