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

Strategic Financial Advisor & Planning Specialist

Bank of America ATM

Bank of America is seeking a qualified advisor to provide comprehensive financial solutions to clients in Cedar Hill, Texas. This role involves planning and guiding clients in achieving their financial goals through tailored brokerage products. Ideal candidates will hold necessary licenses, possess experience in the investments industry, and be comfortable managing client relationships. A high school diploma is required, and the schedule includes weekdays with rotating Saturdays. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Advisor & Planning Specialist in Cedar Hill, TX vacancy
  • Bank of America in DeSoto, Texas, is seeking a financial advisor to provide comprehensive advice to clients. The role involves planning financial goals, recommending investment strategies, and triaging client leads. Candidates must hold Series 7 & 66 licenses and have... 
    Suggested

    Bank of America

    Desoto, TX
    2 days ago
  • Bank of America is seeking a Financial Advisor in Mansfield, Texas. This role involves providing personalized advice and solutions to clients...  ...meet their investment goals through comprehensive financial planning. The ideal candidate will hold relevant licenses and possess... 
    Suggested

    Bank of America

    Mansfield, TX
    2 days ago
  •  ...Financial Solutions Advisor - NW Texas Market Dallas, Texas;Dallas, Texas; Midlothian, Texas; Cedar Hill, Texas; Waco, Texas; Amarillo, Texas;...  ...review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Cedar Hill, TX
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern...  ...achieve their goals through financial planning. On your path to becoming a financial...  ...Company commissions and fees, Strategic Employee Benefits Services commissions... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Mansfield, TX
    1 day ago
  • $55k

     ...transactions, we want to meet you. At Hill Financial Group, we are a holistic, family-...  ...from day one. What You’ll Do Holistic Planning: Provide all-encompassing financial guidance...  ...phone consultations, and in-person events. Strategic Growth: Manage and grow a book of... 
    Suggested
    Full time
    Internship
    Work at office

    Hill Financial Group

    Midlothian, TX
    2 days ago
  •  ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making...  ...to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include... 
    Temporary work
    Immediate start
    Monday to Friday
    Day shift

    Bank of America

    Cedar Hill, TX
    2 days ago
  •  ...Financial Aid Advisor - Lincoln Tech Grand Prairie We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience... 
    Full time
    Temporary work
    Immediate start

    Lincoln Tech

    Grand Prairie, TX
    1 day ago
  • $45k - $100k

     ...due to the volume of applicants. Join a financial services firm where your contributions...  ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...  ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Arlington, TX
    4 days ago
  •  ...Financial Solutions Advisor - Forth Worth Area Fort Worth, Texas;Arlington, Texas; Lake Worth, Texas; Grand Prairie, Texas; Arlington, Texas; Allen...  ...financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include... 
    Temporary work
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Grand Prairie, TX
    19 hours ago
  • $10k

     ...With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. As an Investment Counselor, you are... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Arlington, TX
    2 days ago
  •  ...State of New Jersey, we are an independent financial advisory firm managing over one billion...  ...and passionate about financial planning and wealth management, and be interested...  ...several years of client-facing or associate advisor experience and is ready to take on more... 
    Full time

    Nisivoccia

    Arlington, TX
    2 days ago
  •  ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the...  ...review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    Bank of America

    Mansfield, TX
    4 days ago
  •  ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business...  ...and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of... 

    TradeJobsWorkforce

    Arlington, TX
    19 hours ago
  • $10k

     ...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor –... 
    Work at office
    Work from home

    Fisher Investments Careers

    Arlington, TX
    18 days ago
  •  ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations...  ...complex client needs or financial goals to other internal specialists. Participates fully in all components of the established... 
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Desoto, TX
    4 days ago
  • Bank of America in Midlothian, Texas seeks a financial advisor to provide tailored advice and solutions to clients. You will assist clients in achieving their financial goals through comprehensive planning and brokerage products. The ideal candidate must be licensed and... 

    Bank of America

    Midlothian, TX
    2 days ago
  •  ...existing client relationships. Provides financial solutions that meet client needs based on...  ...or financial goals to other internal specialists. # Participates fully in all components...  ...-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no... 
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    Truist Inc

    Desoto, TX
    4 days ago
  • A leading financial institution in Texas is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes responsibilities for constructing financial plans, recommending investment strategies, and managing client relationships. Candidates... 

    Bank of America

    Grand Prairie, TX
    2 days ago
  • A financial services firm is seeking motivated individuals to become Financial Advisors in Mansfield, Texas. This role offers a unique opportunity to build a client base and deliver holistic financial plans. Advisors are expected to grow relationships with clients and... 

    Northwestern Mutual

    Mansfield, TX
    1 day ago
  • Customer Service Representative Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's...
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Desoto, TX
    2 days ago
  •  ...A financial services firm is seeking a Financial Professional in Arlington, Texas, to educate and support clients on financial matters...  ...clients with strategies for business, insurance, and retirement planning, while ensuring compliance. Strong ambition and a desire to... 
    Remote work
    Flexible hours

    EA Financial

    Arlington, TX
    4 days ago
  • $10k

     ...With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.   The Opportunity:   As an... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Arlington, TX
    4 days ago
  •  ...A financial services company is seeking a Financial Professional to provide education and support to clients in achieving their financial goals. The role is remote and requires no prior financial industry experience, as training is provided. Ideal candidates will have... 
    Remote work

    EA Financial

    Grand Prairie, TX
    4 days ago
  • * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in accordance with the bank and the supervisor's direction * Evaluate customer...
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Desoto, TX
    22 hours ago
  • AO Garcia Agency in Arlington, Texas is seeking passionate individuals for a client consultation role that offers a flexible work schedule and the opportunity to work from home. You will conduct virtual consultations, assess client needs, and maintain strong client relationships...
    Weekly pay
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Arlington, TX
    2 days ago
  • Medium is seeking passionate individuals for a vital role in securing families’ financial well-being. This position offers flexibility with the option to work from home, conducting virtual consultations, and nurturing client relationships. Successful candidates will be... 
    Weekly pay
    Remote work
    Work from home

    Medium

    Arlington, TX
    5 days ago
  •  ...least 18 years old, and possess a high school diploma or equivalent. Responsibilities include evaluating customer needs, processing financial transactions, and cross-selling bank products, all in a diverse context that serves a large Spanish-speaking customer base. #J-188... 

    First Convenience Bank

    Desoto, TX
    19 hours ago
  •  ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Arlington, TX
    1 day ago
  •  ...Financial Services Representative Supporting Commercial And Public Sector Clients We are looking for bilingual financial services representatives to support inbound customer service, help desk, and back-office processing for commercial and public sector support positions... 
    Full time
    Work at office

    MCI

    Duncanville, TX
    19 hours ago
  •  ...appropriate systems Strictly follow client process for handling financial issues and inquiries Comply with requirements surrounding...  ...of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement... 
    Full time
    Temporary work
    Casual work
    Work at office

    MCI

    Duncanville, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Advisor & Planning Specialist. Be the first to apply!