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

Strategic Financial Solutions Advisor

Bank of America ATM

A leading financial services institution based in Texas seeks a financial advisor responsible for providing tailored financial solutions to clients. The role includes triaging client leads, recommending products, and requires Series 7 & 66 licenses. Ideal candidates have at least one year of experience in the financial services industry and possess strong relationship-building and communication skills. The position promotes a collaborative and client-focused environment with opportunities for professional growth. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in Kyle, TX vacancy
  •  ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin, Texas; Austin, Texas; Manor, Texas; Temple, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Round Rock, Texas; Kyle, Texas; Austin, Texas To proceed... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Kyle, TX
    3 days 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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Kyle, TX
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...  ...Management Company commissions and fees, Strategic Employee Benefits Services commissions... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    San Marcos, TX
    1 day ago
  • Bank of America is hiring a Financial Advisor to provide comprehensive financial guidance and customized solutions. The role includes triaging client leads, referring to partners, meeting with clients to review goals, and building a financial plan with brokerage products... 
    Suggested

    Bank of America

    Kyle, TX
    14 hours ago
  •  ...throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans,...  ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible... 
    Suggested
    Full time
    Local area
    Monday to Friday

    OneMain Financial

    Kyle, TX
    2 days ago
  • Position: Senior Relationship Banker - Kyle Financial Center | Division: Retail FC | Work Days: Monday - Friday and rotating Saturdays...  ...systems. Ability to analyze customer needs and propose appropriate solutions. Capacity to manage multiple priorities and meet deadlines in... 
    Monday to Friday

    Broadway Bank

    Kyle, TX
    1 day ago
  •  ...feel their earning potential is limited by their current role, financial services can offer an opportunity to explore something different...  ...Texas State within Northwestern Mutual, and the #2 Financial Advisor in the Southern Region for 2024. Why Career Changers Can Thrive... 
    Summer work
    Internship
    Work at office
    Flexible hours

    Northwestern Mutual - San Marcos

    San Marcos, TX
    18 days ago
  •  ...you’ll have the chance to learn about our Financial Services Representative role, build...  ...invited to interview with one of our Talent Advisors. If you’re passionate about serving...  ...complex issues to offer the best possible solution. You’ll also take charge of your own professional... 
    Day shift

    Charles Schwab

    Kyle, TX
    1 day ago
  •  ...to be their point of contact – they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required... 
    Monday to Friday

    Frost Bank

    Kyle, TX
    1 day ago
  • A financial services organization based in the United States is looking for a PT/FT Financial Professional. This role empowers individuals to achieve financial well-being through education and support. You will engage with clients, offering strategies for insurance, retirement... 
    Remote job

    EA Financial

    San Marcos, TX
    1 day ago
  • Broadway Bank seeks a Senior Relationship Banker at the Kyle Financial Center to deliver exceptional banking experiences and build lasting client relationships. You will consult on full product suites, identify referrals, and onboard new customers while meeting sales goals... 

    Broadway Bank

    Kyle, TX
    1 day ago
  • Frost in Texas is seeking a Personal Banker I to be the first point of contact for customers. You will build trust through integrity and relationship-building while handling deposits, loans, and service issues. You’ll provide teller services, maintain cash and settlements...

    Frost

    Kyle, TX
    2 days ago
  • Frost Bank in Texas is hiring a Personal Banker I to be the first point of contact for customers, delivering trusted guidance with integrity and a warm, helpful demeanor. You’ll perform deposits, tellering duties, loan support, and account maintenance while building lasting...
    Full time
    Weekday work

    Frost Bank

    Kyle, TX
    4 days ago
  • $17 - $20 per hour

     ...Job Description Job Description The Overstaff Financial Services Representative (FSR) is responsible for driving loan sales, managing...  ...through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to... 
    Hourly pay
    Work at office
    Local area
    Shift work

    World Finance

    San Marcos, TX
    19 days ago
  •  ...Analyst to support its commercial lending team. You'll analyze financial statements, tax returns and cash flow for commercial and...  ...extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.... 

    gpac

    San Marcos, TX
    14 hours ago
  •  ...winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.... 
    Local area

    gpac

    San Marcos, TX
    14 hours ago
  •  ...what it takes to show up every day, push through setbacks, and compete to win — and those same qualities make for exceptional financial advisors. At Northwestern Mutual – San Marcos, our vision is to have an impact on every life in South Central Texas. Our mission is... 
    Summer work
    Internship
    Work at office
    Flexible hours

    Northwestern Mutual - San Marcos

    San Marcos, TX
    18 days ago
  • $52.8k

    Charles Schwab is seeking candidates for a service-focused role where you will educate clients on investment strategies, trading tools, and retirement choices. You will answer inbound calls, own issues, and pursue licensing through the Schwab Service Academy (SSA). The ...

    Charles Schwab

    Kyle, TX
    1 day ago
  •  ...Director Of Safety And Risk Management We're looking for a strategic, hands-on Director of Safety and Risk Management to lead enterprise...  ...that protect the company's reputation, safety, security, and financial stability Conduct risk assessments across our fleet,... 
    Work at office

    Bronwick LLC

    Creedmoor, TX
    2 days ago
  • $54.1k

     ...your eagerness to learn and grow. As a Financial Services Representative, you'll be the trusted...  ..., proactive education, and thoughtful solutions. We'll support your growth from day one....  ...for qualifying shifts. Your Talent Advisor will walk you through the training schedule... 
    Remote work
    Monday to Friday
    Shift work
    Night shift
    Day shift
    Afternoon shift

    Charles Schwab Careers

    Kyle, TX
    2 days ago
  • $17 per hour

     ...and/or training. Additional Information All your information will be kept confidential according to EEO guidelines. Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the... 
    Temporary work
    Local area

    Equus

    San Marcos, TX
    5 days ago
  •  ...Job Description Job Description New Home Advisor Expectations and Commitments:  to consistently achieve individual monthly sales...  ...You must have an ownership mentality and be creative with sales solutions, while keeping up with the competition and their offerings.... 
    Contract work

    Hakes Brothers LCNM, LLC

    San Marcos, TX
    24 days ago
  • Northwestern Mutual is seeking College Financial Representatives for their internship program in San Marcos, Texas. Interns will learn to build a financial planning practice, engage with experts, and develop a professional network while managing their academic schedule.... 
    Full time
    Internship

    Northwestern Mutual

    San Marcos, TX
    3 days ago
  • Texas Regional Bank seeks a Trust & Wealth Management Senior Advisor based in San Marcos or the Texas Hill Country. You will partner with bankers and trust officers to design and monitor discretionary portfolios, communicate long‑term investment strategies to clients, and... 

    Texas Regional Bank

    San Marcos, TX
    3 days ago
  • Charles Schwab is hiring for a full-time role within our service team in the United States. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and addressing complex issues...
    Full time

    Charles Schwab

    Buda, TX
    1 day ago
  •  ...you will handle deposits, loans, teller duties, and client relationships while upholding Frost's values and providing guidance on financial journeys. Training is provided, and you will have opportunities to grow within a team that supports your development. #J-18808-Ljbffr... 

    Frost

    San Marcos, TX
    1 day ago
  • $36k

     ...Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to...  ...to recommend the best consumer loan and voluntary product solutions. Completes loan applications, proposals and offers for new... 
    Hourly pay
    Temporary work
    Work at office
    Flexible hours

    Republic Finance, LLC

    San Marcos, TX
    1 day ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    San Marcos, TX
    2 days ago
  •  ...equivalent required6+ months of experience in customer service, cash handling, or bankingStrong attention to detail and accuracy in financial transactionsExcellent verbal and written communication skillsAbility to work effectively in a team-oriented, fast-paced... 
    Work at office
    Monday to Friday

    Austin Telco FCU

    San Marcos, TX
    5 days ago
  • Frost Bank is seeking a Personal Banker I in Texas to be the first point of contact for customers and set the standard for banking with Frost. The role emphasizes trust, integrity, and building relationships across generations. You will educate customers on deposits and...

    frostbank

    San Marcos, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!