Strategic Financial Advisor & Planning Specialist
Bank of America
Bank of America is seeking a financial advisor in Prosper, Texas, responsible for providing tailored financial solutions to clients. Key tasks include building financial plans, recommending investments, and triaging client requests. Candidates must hold Series 7 & 66 licenses and have one year of experience in the investments industry. The role requires strong communication skills, goal setting, and relationship management. The position is full-time with a Monday through Friday schedule and occasional Saturdays. #J-18808-Ljbffr Bank of America
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Strategic Financial Advisor & Planning Specialist in Prosper, TX vacancy
- Bank of America is seeking a skilled financial advisor in McKinney, Texas. The role entails providing comprehensive advice and customized solutions... ...include triaging client leads, building financial plans, and recommending brokerage products. Qualified candidates will...SuggestedFull time
- Bank of America in Frisco, TX, is seeking an Investment Advisor to provide comprehensive financial guidance and customized solutions. You will triage... ...by need, and meet with clients to review goals, build a plan, and recommend brokerage products. Licenses and trainings...SuggestedMonday to Friday
- McAfee is seeking a Finance Analyst to provide financial modeling, data analytics and strategic support to Sales organizations. This hybrid role is based in... ...per month. You will own financial analyses, scenario planning, and the creation of cash flow and P&L financials to...SuggestedContract work
- Bank of America is hiring a financial advisor in Frisco, Texas. This role entails providing comprehensive financial advice and tailored solutions... ...them achieve their financial goals and build financial plans. Candidates should have at least one year of investment industry...SuggestedWork at office
- TIAA is seeking a Wealth Advisor in Frisco, Texas to partner with clients in identifying their financial objectives. This role involves developing personalized financial strategies and growing a client portfolio through referrals. Ideal candidates will have at least 3 years...Suggested
- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include...Temporary workImmediate startMonday to FridayDay shift
- ...health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5%... ...and/or level. Job Summary Prepares financial statements. Performs monthly finance sheet... ...operational issues. Works autonomously on strategic financial plans of the organization....Immediate start
$68.9k - $131.1k
...Based Surveillance (GBS) Finance Team, in the Strategic Sensors and Precision Strike (SSPS) Mission... ...Product Team Leads, Engineering Business Analysts, Planning & Scheduling, and functional support leads on making sound financial, contractual, and resource decisions for the...Contract workTemporary workWork experience placementWork at officeImmediate startRemote workFlexible hours- ...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... ...make an impact. Join us!Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Expected to use AI-assisted prompts under supervision. This on-site role requires attention to detail, strong communication, and the ability to work in a regulated financial environment with a focus on security and confidentiality. #J-18808-Ljbffr Credit Union of Texas
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco,... ...world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...Work at officeShift workDay shift
Bank of America
Frisco, TX1 day ago - ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid... ...Help clients reduce financial stress, plan for the future, and achieve their goals... ...* Team Leader / Managing Director * Specialist Roles (retirement, wealth strategies, etc...Immediate startRemote workFlexible hours
Spectrum Financial Group
Frisco, TX2 days ago $45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...over 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Frisco, TX1 day ago$10k
...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 Counselor Wealthbuilder...Work at officeWork from homeFisher Investments
Prosper, TX3 days ago$10k
...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 an...Work experience placementWork at officeWork from homeFisher Investments
Celina, TX3 days ago- ...job requisition id: R260300758**Wealth Advisor** Supported with a robust array of... ...partners with clients to identify their financial goals, analyze their financial... ...effectively* Develops and implements strategic and tactical plans with strong considerations to client...Work experience placementWork at office
Nuveen
Frisco, TX17 hours ago - Baylor Scott & White Health is seeking a skilled finance professional to support senior management with financial analyses, budgeting, and variance reporting. The role emphasizes driving cost efficiency and revenue opportunities while maintaining high data integrity and...
- A leading provider in the car wash industry is seeking a Senior Financial Analyst to support financial forecasting, budgeting, and strategic initiatives. This role involves analyzing performance indicators, preparing financial reports, and partnering with internal leaders...
- A leading car wash equipment provider is seeking a Senior Financial Analyst to support financial forecasting and budgeting processes.... ...key performance indicators, monitoring variances, and providing strategic financial consulting to senior management. Candidates should...
- ...work visas. POSITION SUMMARY NCS is looking for a key financial planning & analysis (FP&A) senior analyst or junior manager to help support... ...trending analysis, etc.), cost savings programs, developing strategic and board level presentations, evaluating key business...
National Carwash Solutions, Inc.
Frisco, TXmore than 2 months ago - ...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... ...are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Prosper, TX4 days ago - ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include...Temporary workWork at officeMonday to FridayFlexible hours
$86.66k - $164.3k
...is seeking a Senior Consultant for their Corporate Finance Advisory team. The role involves supporting clients through financial analysis and strategic guidance to inform business decisions. Candidates should have a Bachelor’s degree in finance or related field and at...- Northwestern Mutual invites you to embark on a career as a financial advisor, building your own business while helping clients plan for their financial futures. You will grow a client base, craft holistic financial plans, and manage ongoing client relationships through...
- Spectrum Financial Group is seeking an entry-level Financial Advisor with flexible, hybrid, or remote work options. You will help individuals and families improve financial well-being while building your client base, supported by leads and a structured onboarding program...Remote jobFlexible hours
- A leading financial services firm in Texas is looking for a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role focuses on building client relationships and delivering personalized investment solutions. Ideal...
$86.66k - $164.3k
...the U.S. and many of the world’s leading financial centers—New York, London, San Francisco,... ...analysis, dynamic reporting, and strategic guidance tailored to their business goals... ...identifying performance trends, support scenario planning, and inform client decision‑making....Work at officeLocal area- TwinThread in Prosper, Texas is hiring a Private Client Advisor to deliver personalized financial planning and investment solutions. You will support various clients, from those starting to save to those with wealth. Responsibilities include championing team success, managing...
- Job Description As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining your Securities Industry licenses, receiving dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After obtaining your...Work at officeImmediate startMonday to FridayShift workDay shift
- Join a leading financial services company as a Financial Professional at New York Life, where you can significantly impact clients’ financial futures. This role offers a unique blend of competitive income potential, comprehensive training, and personal growth alongside...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Advisor & Planning Specialist. Be the first to apply!
Related searches