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

Wealth & Protection Advisor

Western & Southern Life

Western & Southern Financial Group seeks a Financial Representative in Westlake, Texas. This role focuses on meeting middle-income clients' financial needs through education and strategic solutions. Responsibilities include developing marketing plans, securing client appointments, and maintaining compliance with company standards. The ideal candidate has a strong work ethic, interpersonal skills, and a high school diploma (Bachelor's preferred). Must possess a life and health license within 30 days of hire. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth & Protection Advisor in Westlake, TX vacancy
  •  ...Your Opportunity Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management...  ...and achieve their goals. As part of our continued focus on Wealth Management, Schwab Advisor Services is building out a dedicated... 
    Suggested
    Work experience placement
    Work at office

    Charles Schwab

    Roanoke, TX
    2 days ago
  • Fisher Investments in Roanoke, Texas is seeking a Portfolio Counselor to join their New Client Conversion group. This position focuses on onboarding high-net-worth clients, educating them about investment strategies, and collaborating with sales teams. The ideal candidate...
    Suggested

    United Cerebral Palsy of Georgia

    Roanoke, TX
    16 hours ago
  • A leading financial services provider is seeking a Financial Advisor for the Advisor Development Program in Southlake, Texas. In this role, you will work with high-net-worth clients to identify needs, develop relationships, and provide investment recommendations. Candidates... 
    Suggested
    Work at office

    Bank of America

    Southlake, TX
    1 day ago
  •  ...transitions. Our firm provides comprehensive wealth management and investment expertise for...  ...The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors...  ...national origin, disability status, genetics, protected veteran status, sexual orientation,... 
    Suggested
    Work at office
    Local area
    Immediate start

    BakerAvenue

    Southlake, TX
    2 days ago
  • A leading financial institution is seeking an investment advisor to assist clients in achieving their financial goals by providing comprehensive advice and customized solutions. Candidates must hold Series 7 & 66 licenses and have experience in the financial service industry... 
    Suggested
    Full time

    Bank of America

    Southlake, TX
    3 days ago
  • A leading insurance agency in the United States is looking for a Life Insurance Agent to join their remote team. This role offers a comprehensive training program, a streamlined lead generation system, and unlimited earning potential due to a commission-based structure....
    Remote work

    Kimbrell Agency

    Southlake, TX
    2 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker in Lake Worth, TX. The role involves managing the banking relationships of affluent clients and providing tailored financial solutions. Candidates should have over a year of experience in financial services, ideally...

    JPMorgan Chase & Co.

    Southlake, TX
    2 days ago
  • Job Overview Likewize is looking for a Senior FP&A Analyst to join our finance team at our global headquarters in Southlake, Texas. As a Senior FP&A Analyst, you will support finance functions through detailed analysis, process improvement, and cross‑functional collaboration...

    Likewize Corp.

    Southlake, TX
    16 hours ago
  •  ...GDS Wealth Management in Flower Mound, TX is looking for a Financial Advisor to establish client relationships and deliver financial services. This role is key to expanding our presence in North Texas. The ideal candidate has 3-5 years of advising experience, strong communication... 

    GDS Wealth Management

    Flower Mound, TX
    2 days ago
  •  ...DFW Wealth Strategies in Southlake, TX is seeking a Financial Advisor to provide customized financial planning and investment solutions. This full-time hybrid position allows for part-time remote work and emphasizes strong interpersonal skills for client engagement. Successful... 
    Full time
    Part time
    Remote work

    DFW Wealth Strategies

    Southlake, TX
    2 days ago
  •  ...Financial Solutions Advisor - Mid Cities Dallas/Ft. Worth Market Fort Worth, Texas;Irving, Texas; Irving, Texas; Flower Mound, Texas...  ...expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Southlake, TX
    4 days ago
  •  ...Position Title Patient Financial Advisor - Home Infusion (Remote with viable onsite requirements) – Southlake Campus Position Summary...  ...disability, veteran status, genetic information, or any other legally protected status. The health system provides reasonable accommodations to... 
    Full time
    Remote work

    The University of Kansas Health System

    Southlake, TX
    16 hours ago
  • $45k - $100k

     ...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-owned,...  ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Southlake, TX
    3 days ago
  •  ...We are seeking a Wealth Advisor to join a rapidly growing, high-performance wealth management firm supporting clients in the $1M+ range. This role blends financial planning, relationship management, and business development, with access to firm-generated leads and a... 
    Full time
    Work at office

    Windward Recruiting

    Flower Mound, TX
    4 days ago
  • Likewize Corp. is seeking a Senior FP&A Analyst to join our finance team at our global headquarters in Southlake, Texas. The role involves supporting finance functions through detailed analysis, process improvement, and collaboration. You will analyze financial results,...

    Likewize Corp.

    Southlake, TX
    3 days ago
  •  ...Assets BISO acts as the primary cybersecurity risk liaison and advisor for business units engaged in cryptocurrency- and digital...  ...questionnaires, cloud posture). Ensure contractual controls for data protection, breach notification, crypto asset handling, and regulatory... 
    Contract work
    Remote work

    Apex Systems

    Southlake, TX
    3 days ago
  •  ...Job Description Job Description Wealth Advisor Wealth Advisor Position Overview We are seeking an experienced Wealth Advisor...  ...status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law.... 
    Ongoing contract
    Local area

    Cybercoders

    Flower Mound, TX
    5 days ago
  • $83.6k - $110k

    Senior Fp&A Analyst As a Senior FP&A Analyst you'll wear both reporting and budget management hats simultaneously. You'll work with executives and VPs to manage budgets while driving strategic priorities for their groups, and will play an important role in developing...
    Temporary work
    Work at office
    Local area
    Remote work
    Home office
    Monday to Friday

    Pluralsight

    Roanoke, TX
    16 days ago
  •  ...Kansas Health System's Code of Ethics and Business Standards. Responsibilities and Essential Job Functions Oversees the financial advisor functions including but is not limited to contacting the patient, contacting responsible payers including government and non-government... 
    Immediate start
    All shifts

    The University of Kansas Hospital

    Southlake, TX
    15 hours ago
  • The University of Kansas Hospital is seeking a Patient Financial Advising Supervisor in Southlake, Texas. This role involves overseeing financial assistance practices, supervising employee performance, and collaborating across departments. Candidates should possess an ...

    The University of Kansas Hospital

    Southlake, TX
    1 day ago
  •  ...As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking... 

    Charles Schwab

    Roanoke, TX
    2 days ago
  • Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration...
    Work at office

    Charles Schwab

    Roanoke, TX
    3 days ago
  • Solera Corporation is seeking an Oracle EBS SCM & FS Sr Consultant to provide hands-on technical leadership and business support for ERP systems. The role requires expertise in Supply Chain and Financial modules within Oracle EBS, alongside experience in incident and problem...

    Solera, Inc.

    Westlake, TX
    16 hours ago
  • Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow...
    Work at office
    Immediate start
    Day shift

    Texas Capital Bank

    Southlake, TX
    3 days ago
  •  ...creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients... 
    Work at office
    Flexible hours

    Charles Schwab

    Roanoke, TX
    2 days ago
  •  ...with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll...  ...in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If... 

    Charles Schwab

    Roanoke, TX
    2 days ago
  •  ...~ A workplace where you are truly valued We are an equal opportunity employer and value diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected status.... 

    BrightPath Kids USA

    Roanoke, TX
    27 days ago
  • GDS Wealth Management is searching for a Financial Advisor in Flower Mound, TX. This role involves managing client relationships and providing financial advisory services across various experience levels. Responsibilities include following up on leads, delivering financial... 

    Retirement Resource Center, LLC.

    Flower Mound, TX
    2 days ago
  • A leading financial institution based in Coppell, Texas, is seeking a Private Client Advisor. In this role, you will provide comprehensive financial advice and solutions to clients, focusing on building strong relationships and delivering exceptional customer service. The... 

    JPMorganChase

    Coppell, TX
    1 day ago
  • A growing financial advisory firm in Texas is looking for Financial Advisors who will focus on building new client relationships and providing comprehensive planning services. The role does not require transitioning a book of business and offers the chance to work with... 

    Madison Professional Group

    Flower Mound, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Protection Advisor. Be the first to apply!