Financial Services Registered Rep - Investment Advisory
Brent Holtz - State Farm Agent
Brent Holtz - State Farm Agent is seeking a Registered Representative to market financial products, analyze client needs, and provide consultative sales and ongoing support. You will educate customers on options, manage portfolios, and stay current with market trends while maintaining high ethical standards. Responsibilities include conducting needs analyses, presenting investment topics, and ensuring regulatory compliance as part of a sales-focused, growth-oriented agency team. #J-18808-Ljbffr Brent Holtz - State Farm Agent
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Registered Rep - Investment Advisory in Carrollton, TX vacancy
- ...develop personalized financial strategies and help clients... ...quality investments, life and legacy planning... ...centralized back-office services, resources, and technology... ...Pointe's wealth advisory services, please visit... ...the nation’s largest Registered Investment Advisor...Financial
Beacon Pointe Advisors
Plano, TX2 days ago - Allworth Financial in Addison, TX seeks a Service Associate - Client Support to deliver exceptional administrative support to the advisory team and ensure a seamless client experience. You will handle day-to-day client service requests, process transactions, and manage...Financial
$135k - $140k
...tax software.We are an independent investment financial advisory firm that specializes in retirement... ...private equity backed, multi branch Registered Investment Advisor. Founded over 30... ...Tax Manager is responsible for tax services provided to clients such as federal,...FinancialFull timeTemporary workWork at officeLocal areaFlexible hoursCyberCoders
Addison, TX3 days ago- ...delivering extraordinary customer service while maintaining a strong... ...inclusion. Using a broad investment product and thought... ...investment solutions to meet their financial needs. As a Private Client... ...Morgan Securities LLC (JPMS), a registered broker-dealer and investment...Financial
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions... ...(Investment Brokerage Services), a registered investment adviser, broker-dealer,...FinancialFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Addison, TX3 days ago- ...retirement, tax, estate, and investment planning from day one. The... ...Explain to clients all financial planning topics including... ...tasks assigned across Client Service, Financial Planning, and... ...Wealth Advisors is a leading Registered Investment Advisory firm in the Southwest,...FinancialImmediate start
SFMG Wealth Advisors
Plano, TX7 hours ago $65k - $175k
...Registered Representative - State Farm Agent Team Member As a Registered... ...successfully market the financial products that manage... ...Responsibilities include providing investment options and consulting... ...communication and customer service skills, ability to build and...Financial- ...preferred. 2-4 years of experience in Big 4 public accounting, corporate FP&A, transaction advisory, investment banking, or similar analytical roles. Strong command of financial statements, accounting drivers, and enterprise performance metrics. Advanced financial modeling...Financial
- ...built a strong track record in financial or consultative sales but... ...one of the fastest-growing Registered Investment Advisors (RIAs) in the... ...country. We’re building a modern advisory firm around a simple idea:... ...of success in financial services, consultative sales, or another...FinancialWork at officeVisa sponsorship
$85k - $90k
..., private equity backed, multi branch Registered Investment Advisor. We are seeking an experienced... ...Experienced Staff level) is responsible for tax services provided to clients such as federal,... ..., and assisting our advisors and financial planning team with strategic tax...FinancialHourly payFull timeTemporary workLocal areaRemote work2 days per week3 days per weekCyberCoders
Addison, TX3 days ago$300k
...management, product development, investments, operations, and corporate... ...Collaboration & Strategic Advisory ~ Provide risk and... ...responsible leadership experience in financial services - life insurance and... ..., is a Broker/Dealer and Registered Investment Adviser affiliate...FinancialHourly payTemporary workWork at officeFlexible hoursShift workNational Life Group
Addison, TX2 days ago- Allworth Financial Analytics and Insights Dallas, Texas, United... ...Financial ( ) is an independent investment advisory firm providing full-context... ...equity-backed, multibranch registered investment adviser.... ...management, and financial services — to understand their reporting...FinancialFull timeContract workPart timeInternshipWork at officeFlexible hours
- ...physical, emotional, and financial wellness through... ...whether shaped by military service, community college... ...review financial and investment goals, building a financial... ...originations must register with the federal registry... ...Account Management Advisory Client Experience...FinancialTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...delivering extraordinary customer service. You are energetic and... ...with our customers, using your financial knowledge to offer thoughtful... ...you will be required to either register on NMLS, or to update your... ..., mortgages, auto financing, investment advice, small business loans...FinancialFull timeImmediate startAfternoon shift
$55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are... ...across various areas: Retirement and investment planning Tax planning Insurance... ...Financial Planner , Transition into an Advisory Role , or Become an owner in the...FinancialFull timeWork at officeImmediate startRemote workFlexible hoursAvior Wealth Management, LLC
Plano, TX4 days ago- ...Bank of America Financial Center Position At Bank of America,... ...conducting transactions through self-service resources, such as mobile... ...business, lending, and investments Manages financial center... ...Management Client Solutions Advisory Relationship Building...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Flower Mound, TX5 days ago $60k - $75k
...Before starting my agency, I spent 14 years with Schaub in financial advisory, which gave me a strong foundation in helping clients plan for... ...customers by proactively marketing relevant products and services. Grow your career as you better your community. As...FinancialFor contractorsWork at officeFlexible hoursState Farm
Carrollton, TX4 days ago- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, leverage digital tools, and offer advised...Financial
- ...relationships and deliver comprehensive financial planning. You will work independently, discuss retirement, tax, estate, and investment topics, and present recommendations to clients... ...tools. The position requires 5+ years of advisory experience, a finance degree, and strong...Financial
- ...Customer Service Representative - State Farm Agent Team Member Benefits: License reimbursement Bonus based on performance... ...Before starting my agency, I spent 14 years with Schaub in financial advisory, which gave me a strong foundation in helping clients plan...FinancialWork at officeFlexible hours
Joshua Bradburn - State Farm Agent
Carrollton, TX3 days ago - LPL Financial, in collaboration with Educational Employees Credit Union, seeks a Wealth Advisor to provide non-deposit investment products and advisory services to branch clients. You will manage an assigned book, develop tailored financial solutions, and work with retail...FinancialLocal area
$36k - $85k
...Before starting my agency, I spent 14 years with Schaub in financial advisory, which gave me a strong foundation in helping clients plan for... ...with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies...FinancialFor contractorsWork at officeState Farm
Carrollton, TX4 days ago- ...solutions and refers products and services; reviews documentation to... ...and analyzes customer financial information for multifaceted... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair... ...customer service and community investments. Our inclusive workplace...FinancialFull timeTemporary workPart timeWork experience placementWork at office
PNC
Plano, TX3 days ago - Novolex is seeking an Operations Finance Manager to lead financial performance across U.S.-based manufacturing facilities. You will partner... .... Responsibilities include forecasting, planning, capital investment evaluation, and delivering timely financial insights to guide...Financial
- ...to the volume of applicants. Join a financial services firm where your contributions are... ...modeling scenarios, and helping align investments to client goals, life events, and long... ...experience in financial services, investment advisory or wealth management ~ CFP® (...FinancialFull timeTemporary workFlexible hours
Edward Jones
Grapevine, TX5 days ago $27 - $41 per hour
...dedicated year-round TurboTax Local Service Experts in one of our new... ...to achieve positive financial outcomes while supporting Intuit... ..., financial planning, and advisory services. This is not a hand... ...involving business income, investments, or amendments. Additionally...FinancialWork at officeLocal areaMonday to FridayIntuit
Plano, TX3 days ago$64.13k - $94.05k
...Preferred Qualifications ~ Experience in the financial services industry, preferably in a life insurance company setting,... ...Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All...FinancialHourly payWork at officeFlexible hoursNational Life Group
Addison, TX2 days ago- ...Before starting my agency, I spent 14 years with Schaub in financial advisory, which gave me a strong foundation in helping clients plan for... ...customers by proactively marketing relevant products and services.Grow your career as you better your community. As an attentive...FinancialWork at office
Joshua Bradburn - State Farm Agent
Carrollton, TX1 day ago - World Finance is seeking a Financial Services Representative (Bilingual) in Texas to drive loan sales, manage past-due accounts, and assist with tax returns. The role requires daily outbound calling, in-person customer meetings, and closing loans while maintaining compliant...Financial
- MarshBerry, a Lincoln International subsidiary, seeks a Financial Analyst for Summer 2027 to analyze client business and financial documents and build models for M&A advisory, valuation, and due diligence. You will join a fast-paced, collaborative team with growth opportunities...FinancialFull timeSummer work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Registered Rep - Investment Advisory. Be the first to apply!
Related searches
- financial consultant Carrollton, TX
- financial associate Carrollton, TX
- jde finance consultant Carrollton, TX
- financial planner Carrollton, TX
- wealth advisor Carrollton, TX
- financial planning administrator Carrollton, TX
- financial planning assistant Carrollton, TX
- estate planning consultant Carrollton, TX
- financial counselor Carrollton, TX
- financial advisor associate Carrollton, TX