Financial Advisor - Southlake, TX - Market 23, Region 338
$45k - $100kEdward Jones HQ
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home‑office team and other regional financial advisors. You’ll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand the client’s goals and keep them on track. Edward Jones helps you positively impact clients’ lives and work together to achieve their long‑term financial goals. We’ll give you the support you need: paid training to get registered and licensed; a supplemental salary for the first five years while you build your practice; a firm‑provided branch office; branch office support; a support network that extends from your branch to the home office; and the opportunity to work independently with a large team backing you. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. Position Requirements Successful financial advisors demonstrate a unique combination of ambition, self‑motivation, and commitment to establishing long‑term client relationships. They grow the business through identifying and creating new clients through the initial discovery of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business’s growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills and Requirements An interest in financial services/markets and how they work. Love of learning and challenges, including determination to succeed. Skilled in long‑term relationship building. Comfortable thinking critically. Passion for new opportunities. Licensing SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. Ongoing training and required CE to maintain licences. Compensation and Benefits Edward Jones’s compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage (the last three provided at no cost to financial advisors). It also offers a 401(k) retirement plan, health savings account, flexible spending account, paid sick leave, paid time off, bonuses, profit sharing, paid medical and parental leave for eligible advisors, and participation in the firm’s Travel Award Program. All associates are eligible for the firm’s Employee Assistance Program. Compensation includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. Supplemental Starting Salary Range: $45,000 – $100,000. #J-18808-Ljbffr Edward Jones
$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you. Financial... ...team, a home‑office team and other regional financial advisors. You’ll benefit from... ...Requirements An interest in financial services/markets and how they work. Love of learning and...SuggestedTraineeshipWork at officeLocal areaHome officeFlexible hours$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you. Financial... ...team, a home-office team and other regional financial advisors. You'll benefit from... ...An interest in financial services/markets and how they work Love of learning and...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Financial Analyst job at Integrated Real Estate Group. Southlake, TX. Integrated Real Estate Group (Integrated Senior Lifestyles) Integrated Real Estate Group is not... ...representatives. Conduct in‑depth research on market analysis for each asset class. Desired Skills and...SuggestedFull timeWork at officeImmediate startWork from homeFlexible hours
- ...to register as an Investment Advisor Representative (IAR) with... ...Securities), we understand that Financial Professionals continually... ...support and expertise in advanced markets to streamline your practice.... ...Financial Advisor jobs in Southlake, TX . Dallas, TX $150,000.00-$50...SuggestedFull time
- ...Job Description: Financial Planning Consultant To be eligible for consideration... ...a 90 mile radius of the Westlake, TX Regional Center. Is it time to explore new... ...team-based, technology-enabled model , Advisors guide clients across key financial priorities...Suggested
- ...on site in the specified location. The Financial Solutions Branch (FSB) is a segment of the... ...solutions and tools for today’s markets. The team partners closely with a wide range... ...with their financial goals. Be a Trusted Advisor: Build strong relationships, engage and...Work at officeLocal area
- ...Sales Advisor Warby Parker is searching for a well-rounded Sales Advisor to help us... ...experience, internal equity, and relevant market data. For applicable postings, non-exempt... ...6, 03:26 AM Job Schedule Part time Locations Southlake, TX, United States Warby ParkerHourly payFull timeTemporary workPart timeWork at officeLocal areaImmediate start
- ...this role to work on site in the specified location(s): Westlake, TX At Schwab, you're empowered to make an impact on your career.... ...needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning...Work at officeFlexible hours
- ...Regional Banker/Teller At PNC, our people are our greatest differentiator... ...competitive advantage in the markets we serve. We are all united in... ...be based in Flower Mound, TX at the Flower Mound branch.... ...robust wellness program with financial incentives. In addition, PNC generally...Full timeTemporary workPart timeWork at officeShift work
- ...Analyst to join our finance team at our global headquarters in Southlake, Texas. The role involves supporting finance functions through... ..., process improvement, and collaboration. You will analyze financial results, create reporting packages, participate in financing activities...
- ...- SB - Keller Pkwy - Keller - TX Relationship Banker II - SB -... ...with our customers, using your financial knowledge to offer thoughtful... ...partnership with Specialists (Financial Advisors, Mortgage Bankers, and... ...Manager - North Tarrant Market - TX Financial Center Consultant...Full timeImmediate startAfternoon shift
- ...Edward Jones is seeking financial advisors to partner with clients to help them achieve their long... ..., supported by their branch team and regional resources. Key Responsibilities Build relationships... ...Strong interest in financial services/markets and a desire to learn and grow. Skilled...Flexible hours
- ...The Technical Advisor for Commercial Operations & Marketing is a highly operational business leader responsible for improving processes, accelerating execution... ...This position sits onsite 5 days a week in Grapevine, TX. Responsibilities Diagnose operational...
- ...Organization : Name DALLAS-FT WORTH TX Default: Location : City WESTLAKE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients... ...the right reasons. Responsibilities Identifies market(s) and develops appropriate marketing plan to...Work at officeLocal area
- ...candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: WESTLAKE Responsibilities As a Financial Representative, you will work with current and...Full time
- ...Integrated Real Estate Group in Southlake, Texas is hiring a Financial Analyst to prepare underwriting models and conduct market analysis. The role requires a Bachelor's degree in a related field and offers comprehensive benefits, including health and dental insurance...Work from homeFlexible hours
- ...Edward Jones in Southlake, Texas is looking for a financial advisor who will create new client relationships and provide personalized financial solutions. You will maximize branch effectiveness and engage in community impact through our comprehensive training program....Traineeship
- ...Construction Cost & Performance Financial Analyst | South Central, TX 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and... ...South Central District Department: Operational Finance Market: Corporate Home Office Employment Type: Full Time Position...Full timeRelocationHome officeWeekend work
$115.92k
...Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined... ...Digital tools Suite of digital sales, prospecting, and marketing tools, including web, social, and email content. Products and...- ...US Work Location Irving, TX State / Region / Province Texas Country... ...Technical Skills 1 Domain|Capital Markets|Wealth Management Technical Skills... ...Management Overview The Infosys Financial Services unit is a global leader in...Full timeTemporary workRelocation
$65k - $75k
...Department: Operational Finance Market Market: Transportation... ...company culture every day! The Financial Analyst is an entry level role... ...will be based out of one of our regional offices and/or on one of our project... ...D.C., Seattle, WA, Dallas, TX, and Phoenix, AZ. Our projects...Full timeInternshipWork at officeRemote workRelocationWeekend work- ...Charles Schwab is the largest publicly traded broker dealer in the Financial Services industry. We offer Retail & Institutional clients a... ..., and direct to client through digital platforms. The Marketing enterprise is responsible for delivering solutions, experiences...Work experience placement
- ...sales in partnership with the client's Financial Consultant team. This client-facing role... ..., global economics, and determinants of market movements. Deep understanding of asset... ...behalf of Fidelity Personal and Workplace Advisors LLC| utilizing internal support...
- ...Westlake: 3000 Schwab Way, Westlake, TX 76262 Austin: 11800 Schwab... ..., TX 78758 International Financial Consultants manage a practice... ...located in their assigned region. International Regions include... ...clients navigate the US markets, identify their financial goals...Work at office
- ...tomorrow. While we are rooted in core financial products, we are differentiated by our... ...our clients' immediate needs, identify market opportunities and meet long-term... ..., Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to...Work at officeImmediate startDay shift
- ...Fairygodboss is seeking a Director in ALM & Market Risk Modeling to lead efforts in interest rate risk management. This position requires extensive experience with PolyPaths, financial planning, and a strong understanding of market risk modeling. The successful candidate...
$95k - $180k
...Blvd, Jersey City, NJ, 07310, US 1315 S Belt Line Road, Coppell, TX, 75019, US Job Schedule Full time Job Shift Day... ...development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We...Full timeWork experience placementRemote workFlexible hoursShift work- ...risk decisions and support product integration across private markets. Your strategic risk management expertise will play a crucial part... ...will possess senior-level experience in risk management within financial services, coupled with knowledge of private markets and...
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who... ...and develop knowledge of Bankers Life financial products and market trends · Develop yourself with our award-winning training and...Work at officeFlexible hours
$53.16k - $66.45k
...Job Title Security Analyst Job Location Irving, TX 75039 Work Location Type Hybrid Salary Range $53,162.84 - $66,453.55 Role Purpose Statement To manage and analyze security tasks, support security projects. Also responsible for providing technical support to the field...
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