Lead Financial Planner: Client‑First Retirement & Investments
MDAEdge
MDAEdge in Frisco, Texas, is seeking a Lead Financial Planner to serve as the primary point of contact for clients, creating customized financial plans and investment strategies. The role emphasizes strong client relationships through exceptional communication and teamwork. The ideal candidate has over 3 years' experience, holds an active Series 65 or 66 license, and possesses advanced Microsoft Excel skills. A CFP designation is preferred within 2 years. Join MDAEdge for a career focused on client success. #J-18808-Ljbffr MDAEdge
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Lead Financial Planner: Client‑First Retirement & Investments in Frisco, TX vacancy
- A leading financial services company is seeking a Financial Advisor in Plano, Texas. In this full-time role, you will assess clients' financial needs and develop personalized strategies while providing guidance on investments and retirement planning. Strong relationship...RetirementFull time
- Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software. Support Lead Advisors by managing day-to-day client needs while identifying...RetirementWork at office
$65k - $120k
...Objective Reporting to Financial Planners and Partners, the... ...with all aspects of the client relationship and implementation... ...each client's current investment asset allocation # Retirement plan analysis and... ...may be required for the first 6 months or until proficiency...RetirementFull timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift3 days per weekCain Watters & Associates
Frisco, TX1 day ago- ...Managing Partner, the Financial Planner is responsible for... ...Watters & Associates clients. This role serves as... ...financial planning, investment management, tax strategy... ...considerations, and retirement planning. Maintain consistent... ...of client service first to make sure the...RetirementFull timeTemporary workWork at officeImmediate startRemote workMonday to Friday
- ...Development Program - Financial Advisor: Greater... ...Management is a leading provider of comprehensive... ...management and investment products and... ...including planning for retirement, education, legacy... ...Wealth Management Client Associates help... ...process before your first day of work....RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Frisco, TX4 days ago - 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...
$41.71k - $69k
...guidance regarding financial solutions that are... ...Takes a lead in proactively engaging... ...everyday banking, retail investments, lending solutions... ...). Offers clients advice and guidance... ...expected target for the first year in this... ...life insurance, and retirement savings plans. For...RetirementPart timeLocal areaImmediate startDay shiftDormont Manufacturing Company
Plano, TX1 day ago- ...risk management, financial or portfolio analysis... ...Us Chase is a leading financial services... ...centers, a retirement savings plan, backup... ..., auto financing, investment advice, small business... ...all while ranking first in customer satisfaction... .... We partner with clients throughout the...RetirementWork experience placement
- ...Financial Planner (looking for Tax background) – Wealth Management Firm – North Dallas... ...closely with a mentor to perform tax and retirement planning, investment allocation, cash flow analysis, and... ...comfortable working directly with clients Competitive compensation package (...RetirementSummer workWork at officeFlexible hours
Unity Search Group
Plano, TX3 days ago $45k - $100k
...applicants. Join a financial services firm where... ...where people come first. With over 9 million clients and 20,000... ...term financial goals: retirement, building wealth, estate... ...than any other investment firm, serving over... ...Financial advisors lead the branch team to...RetirementTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Plano, TX4 days ago- Frost Bank in Plano, Texas, is seeking a Financial Advisor II to assist clients in developing comprehensive financial plans. You'll focus on building... ...offers flexibility to work in areas you enjoy, such as retirement planning, and provides excellent benefits including health...Retirement
- ...a team who partners with clients to identify their financial goals, analyze their financial... ...challenges. Tailors investment strategies for clients, identifying... ...Prioritizes Effectively, Retirement Planning Selling, Sales,... ..., today weʼre a market-leading retirement company fueled...RetirementWork experience placementWork at office
- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...include triaging client leads, making referrals... ...financial and investment goals, building a financial... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...RetirementTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Individual Financial Consultant (IFC) The Individual... ...Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC... ...qualified product and investment needs. The typical... ...today we're a market-leading retirement company fueled...RetirementWork experience placementWork at office
$45k - $100k
...and learn how to be a financial advisor with the industry... .... Salary for the first five years as you begin... ...you can focus on your clients. A support network that... ...personalized investment and financial solutions... ...Jones offers a 401(k) retirement plan, and tax‑advantaged...RetirementTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$112k - $137k
Wealth Client Relationship Mgmt The Wealth Client Relationship... ...to identify their financial goals, analyze their... ...client challenges. Tailors investment strategies for clients,... ...relationships pre- and post-retirement with the goal of developing first call status for all...RetirementWork experience placement- ...Senior Consultant, Financial Consulting... ...We have a people first, fast paced, collaborative... ...because the trust our clients place in our... ...Consulting within our Investment Banking and... ...Responsibilities Lead and execute client... ...well as wealth and retirement plan advisors. Our...RetirementWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
$47k - $66.7k
...Financial Services Consultant Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered... ...we're a market-leading retirement company fueled... ...ever before for our clients and the many... ...retirement plans, after-tax investments, insurance products,...RetirementHourly payWork experience placementWork at office$90k - $110k
CyberCoders is seeking a Client Advisory Services Manager in Frisco, TX. The role entails leading delivery of outsourced accounting and advisory services while managing... ..., and comprehensive benefits including medical, PTO, and retirement plans. #J-18808-Ljbffr CyberCodersRetirement- Inhabit® is seeking a Client Success Manager in Plano, TX to drive the success of client accounts using our Learning Management System... ...offers competitive pay and comprehensive benefits, including health insurance and a retirement savings plan. #J-18808-Ljbffr Inhabit®Retirement
- ...and a leader in the financial services industry, will invest in you from the... ...peace of mind to your clients while helping them... ...such as preparing for retirement and saving for... ...includes an industry-leading learning platform,... ...subsidize it in your first two full-time contract...RetirementFull timeContract workWork at officeLocal area
- JPMorgan Chase in Plano, Texas is looking for a client-focused individual to provide excellent account management and banking services. This role involves exceeding client expectations, managing relationships, and ensuring clients can effectively utilize Chase's banking...
- ...JPMorgan Chase Bank, N.A. is seeking a Private Client Investment Associate in Plano, Texas, to provide client service and operational support... ...a competitive rewards package with a range of benefits, including health coverage and retirement savings plans. #J-18808-Ljbffr...Retirement
JPMorgan Chase Bank, N.A.
Plano, TX10 hours ago - ...training. We are strategic partners to our clients, offering invaluable insights and... ...We are looking for a Client Success Team Lead who will serve as both a strategic partner... ...term disability insurance Employer matching retirement plan Flex Plan for medical and child care...RetirementTemporary workFlexible hours
- Frost in Plano, Texas, is seeking a Financial Advisor III who will help clients with financial plans and provide financial advice. This role involves... ...comprehensive financial planning services, including retirement planning. The ideal candidate should possess a Bachelor...Retirement
- ...requests where total client exposure is... ...efficiencies as well as lead change through... ...a well-recognized Financial Institution ~ Demonstrated... ...centers, a retirement savings plan,... ..., auto financing, investment advice, small business... ...all while ranking first in customer satisfaction...Retirement
- ...Vice President, Corporate & Investment Bank (CIB) Credit Risk... .... CIB Credit Risk Managers lead the client credit relationship in partnership... ...client due diligence and financial analysis and summarize in... ...health and wellness centers, a retirement savings plan, backup...Retirement
- ...Lead Credit Risk Manager - Vice President As... ...Specialized Industries (C&SI) clients who have Asset Based... ...credit analysis, financial modeling and coordinating... ...we are a leader in investment banking, consumer and... ...and wellness centers, a retirement savings plan, backup childcare...Retirement
- ...Lead Credit Officer (Vice President) Bring your... ...portfolio of non-bank financial entities which are focused... ..., Corporate and Investment Bankers, Treasury Services... ...understanding of your clients' businesses, as well... ...and wellness centers, a retirement savings plan, backup...RetirementWork at office
- ...Management solutions to clients and prospects while... ...Us Chase is a leading financial services firm, helping... ...wellness centers, a retirement savings plan, backup... ...mortgages, auto financing, investment advice, small... ...solutions all while ranking first in customer...Retirement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Financial Planner: Client‑First Retirement & Investments. Be the first to apply!
Related searches
- financial planner Frisco, TX
- financial planning associate Frisco, TX
- financial advisor associate Frisco, TX
- jde finance consultant Frisco, TX
- financial advisor development program Frisco, TX
- finance associate Frisco, TX
- financial planner cfp Frisco, TX
- estate planning consultant Frisco, TX
- financial planning assistant Frisco, TX
- financial counselor Frisco, TX