Financial Advisor
Paramount Seven
At Paramount Seven, we believe financial success and brand success go hand in hand. Our advisory services focus on long‑term wealth building, smart investment strategies, risk management, and personalized financial planning tailored to each client’s goals. Alongside this, our marketing division delivers high‑impact branding, digital strategy, and customer‑focused campaigns that elevate visibility and drive measurable results.Rooted in integrity, education, and empowerment, Paramount Seven exists to help clients make informed decisions, maximize opportunities, and position themselves for lasting success. Whether guiding a family toward financial stability or helping a business expand its reach, we bring expertise, creativity, and a commitment to excellence in every service we provide. Role Description This is a Part time and full-time, on-site and remote role located in Carrollton, TX. You will identify client needs, provide tailored Financial solutions, and develop lasting relationships with customers. Responsibilities include educating yourself and clients about their options, conducting customized financial strategies, and maintaining accurate records. You will also collaborate with team members who will guide you and stay updated on industry trends to provide the best possible advice and services. As an Entrepreneur/Producer you will learn to work for yourself and also help the team you build for yourself. Qualifications Proficiency in Sales or great communication skills Knowledge of Finance, or marketing for the ability to create personalized financial strategies Strong Customer Service skills to build trust and deliver excellent client experiences Understanding products and industry regulations Active agent license (or ability to obtain one promptly) Exceptional negotiation, and interpersonal skills Proven ability to work and create independent schedules Willingness to learn to become your own Boss! And helping other people. #J-18808-Ljbffr Paramount Seven
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Greater Dallas/Ft. Worth Market Frisco, Texas;Frisco, Texas; McKinney, Texas; Plano, Texas; McKinney, Texas; Frisco, Texas; Plano, Texas; Plano, Texas; McKinney, Texas; Prosper, Texas; Plano, Texas; Frisco, Texas; McKinney, Texas; Plano...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- A leading financial services firm in McKinney is seeking Entry-Level Financial Advisors to assist clients in finding personalized financial solutions. This role includes building a client base and driving action with financial products. Successful candidates will have a...Suggested
$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...SuggestedWork at officeWork from home- ...Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market Frisco, Texas;Flower Mound, Texas; McKinney, Texas; Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Paramount Seven is seeking dedicated individuals for financial advisory roles in McKinney, Texas. This position involves identifying client needs, providing tailored financial solutions, and developing lasting relationships. You will work both independently and collaboratively...Remote job
- Modern Woodmen of America, located in McKinney, Texas, seeks passionate financial representatives dedicated to helping individuals achieve their financial goals. The role involves creating personalized financial plans and providing essential guidance to enrich community...
- Andrewshull in McKinney, Texas, is seeking a Financial Services Representative to market financial products and assist customers with their financial planning. The role requires a minimum of 3 years in financial services and the need for Series 7 and 63 licenses. Candidates...Remote jobWork from homeFlexible hours
$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 home$7.49k - $12.36k
...Lead in the design, development, implementation of high complex enterprise-wide back office financial systems, including but not limited to systems supporting: human resources, finance, payroll, accounting and reporting. Essential Functions Lead large cross-OpCo project...Work at office- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...Full timeRemote work
- ...coaching and training led by the leadership team and established advisors. Generate client prospects by attending local tradeshows and... ...client prospects to build your practice. Schedule and conduct financial planning and advice meetings with clients and client prospects...Work experience placementLocal area
- ...Come care with us at West Coast University 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 healthcare career goals. In addition, you will put...
- A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs. Ideal...Local area
- ...Financial Counselor Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are:...Work at officeImmediate start
- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential Overview Are you early in your career and looking...Immediate startRemote workFlexible hours
- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh...Shift workDay shift
$50k - $60k
...Job Description Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano, Texas 75093 Classification: Full-time; Exempt Summary / Job Objective: The Financial Advisor...Full timeWork at officeNight shift$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 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...
- ...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...
- ...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
$85k - $95k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financials goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This...- 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...
- ...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
$45k - $100k
We’ll give you the support you need Paid training - Get registered and licensed and learn how to be a financial advisor with the industry’s top training program. Salary for the first five years as you begin to build your practice. A firm-provided branch office in the...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- 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
- ...individual who is looking for an opportunity to break into the financial services industry! Our training and development program builds... ...first 6 months A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial...Full timeWork at office
- ...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
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