Financial Advisor
iBovi - Staffing, Consulting and Recruitment Services
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Must hold, or be willing to obtain, one of the following: FINRA Series 65 OR FINRA Series 7 and Series 66 licenses OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS) Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board Bachelor’s degree in finance, business, economics, or related field preferred Proven ability to build and manage client relationships with professionalism and integrity Strong communication, presentation, and interpersonal skills Entrepreneurial mindset with a drive to grow a client base and meet performance goals Must pass a background check and comply with all applicable regulatory and firm policies Requirements Must hold, or be willing to obtain, one of the following: FINRA Series 65 OR FINRA Series 7 and Series 66 licenses OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS) Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board Bachelor’s degree in finance, business, economics, or related field preferred Proven ability to build and manage client relationships with professionalism and integrity Strong communication, presentation, and interpersonal skills Entrepreneurial mindset with a drive to grow a client base and meet performance goals Must pass a background check and comply with all applicable regulatory and firm policies At Strategies (Powered by Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize their practice. Founded by an experienced advisor, our firm is structured around a core principle: the success of our partners. We focus on delivering concrete value through established frameworks and resources designed to enhance your efficiency and growth. Here's an overview of what our partnership offers: Client Base Development: Access established systems designed to facilitate client acquisition and engagement. Financial Strength and Product Access: Benefit from the stability of Guardian Life and Park Avenue Securities, gaining access to a comprehensive suite of trusted, industry-leading financial products and solutions. Comprehensive Support Infrastructure: Leverage robust operational support and expertise in advanced markets to streamline your practice. Technology Integration: Utilize leading-edge technology platforms designed to enhance client service and operational efficiency. Competitive and Efficient Compensation: Benefit from competitive compensation structures coupled with a focus on minimizing overhead. Structured Financial Planning Process: Implement a well-defined and effective financial planning process to drive meaningful client outcomes. Instead of wondering if the grass is greener elsewhere, explore a partnership with Strategies built on tangible support and a commitment to your professional advancement. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at iBovi - Staffing, Consulting and Recruitment Services by 2x Get notified about new Financial Advisor jobs in Southlake, TX . Dallas, TX $150,000.00-$500,000.00 2 weeks ago Bedford, TX $105,000.00-$250,000.00 1 week ago Wealth Advisor (Hybrid: Colleyville, TX) Dallas-Fort Worth Metroplex $90,000.00-$150,000.00 2 weeks ago Dallas-Fort Worth Metroplex $135,000.00-$145,000.00 4 days ago Dallas, TX $27,550.00-$125,000.00 3 days ago Fort Worth, TX $100,000.00-$125,000.00 1 week ago Director of Finance - $5,000 sign on incentive Dallas-Fort Worth Metroplex $300,000.00-$500,000.00 2 days ago Director of Financial Planning and Analysis Frisco, TX $90,000.00-$120,000.00 3 days ago Dallas, TX $74,100.00-$147,800.00 6 days ago Wealth Advisors Operations Specialist I - Trust We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr iBovi - Staffing, Consulting and Recruitment Services
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...Crafting Brighter Futures for Businesses Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits...SuggestedFull timeFlexible hoursThe Busby Agencies
Grapevine, TX1 day ago- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...SuggestedFull timeTemporary workFlexible hours
Edward Jones
Grapevine, TX3 days ago - Bank of America’s Merrill Advisor Development Program recruits driven individuals for a career in financial advising with high-net-worth clients. You’ll develop relationships, assess financial goals, and deliver comprehensive recommendations while collaborating with Merrill...SuggestedWork at office
$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 Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....SuggestedWork experience placementWork at officeWork from homeFisher Investments
Southlake, TX1 day ago- ...Job Description Job Description FINANCIAL ADVISOR Full-Time | On-Site | Flower Mound, TX ABOUT GDS WEALTH MANAGEMENT FINANCIAL ADVISOR Full-Time | On-Site | Flower Mound, TX ABOUT GDS WEALTH MANAGEMENT GDS Wealth Management invites you to join our dynamic...SuggestedFull time
ONE WAY HOLDINGS LLC
Flower Mound, TXa month ago - ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...Flexible hours
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- PNC Financial Services Group, Inc. in Southlake, TX is seeking a Personal Banker to acquire and deepen our branch customer base while delivering proactive sales and exceptional service. You will identify opportunities to improve customers' financial wellbeing and present...
$75k - $80k
...Associate Wealth Advisor Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role... ...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and...Work at officeLocal areaRemote work2 days per weekSCS Financial
Southlake, TX4 days ago- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...Local area
BOK Financial
Grapevine, TX3 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 placementWork at officeWork from homeFisher Investments
Hurst, TX4 days ago- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Southlake, TX4 days ago - ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Flexible hoursShift workWeekend workDay shift
Bank of America
Southlake, TX5 days ago - Provides assistance to students applying for enrollment to Remington College and offering financial assistance options. Job Summary : Provides assistance to students applying for enrollment to Remington College and offering financial assistance options. Essential Duties...Remote job
$75k - $80k
...Description Summary Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an... ...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing...Work at officeLocal areaRemote work2 days per week- ...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 by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
Talentify.io
Westlake, TX3 days 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 Wealthbuilder...Work at officeWork from homeFisher Investments
Roanoke, TX1 day ago- ...investments, important market events and competitive landscape Documenting relevant client information, including background, financial situation, and conversations with clients Handling all questions (by phone, fax, email, letter, etc.) and requests from your client...Work at officeWork from home
Fisher Investments
Bedford, TX4 days ago - ...Patient Financial Counselor IDX Coppell TX Site - Coppell, TX 75019 Overview Level Entry Position Type Full Time Education Level High School Category Biotech Description About Us Inform Diagnostics, a Fulgent Genetics Company, is a nationally recognized...Full timeContract workWork experience placementWork at officeFlexible hours
Fulgent Therapeutics
Coppell, TX3 days ago - ...diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being... ...also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-...Work at officeLocal areaImmediate start
BakerAvenue
Southlake, TXa month ago - ...Banker in a Chase Branch to represent the brand with hospitality, acquire and manage client relationships, and provide thoughtful financial solutions. You will leverage technology and banking solutions to enhance the client experience and drive branch success. The role...Weekend workAfternoon shift
- ...with banking solutions and digital tools. You will meet clients in person and by phone, educate them on Chase Mobile App and online platforms, and collaborate with specialists to address financial needs while adhering to regulatory standards. #J-18808-Ljbffr JPMorganChase
- FNBT is seeking a customer-focused teller to handle cash transactions and provide friendly banking service in a busy branch in Texas. You will assist customers with deposits, withdrawals, and account inquiries while promoting bank products and services in both English and...
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First National Bank Texas
Grapevine, TX3 hours ago - ...Management that uses advanced quantitative methods and a broad range of models to support innovative client solutions and manage financial and reputational risk. The team identifies, reviews, and monitors models used across the organization. We are seeking candidates for...Full timeWork at officeWork from homeRelocation
The Charles Schwab Corporation
Southlake, TX5 days ago $60k - $80k
...Currently, we have a Credit Analyst opportunity with a growing community Bank. The Credit Analyst supports front-end deal vetting, financial spreading, annual-review discipline, early-warning analysis, and recurring and ad hoc reporting. The Credit Analyst...Temporary workWorkway
Grapevine, TX4 days ago- Teller Position At FrostIt's about being kind because kindness is the best currency.Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving...Monday to Friday
Frost Bank
Grapevine, TX3 days ago - ...Job Description Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing...Full timeLocal areaImmediate start
Kestra Financial Independent Advisor
Grapevine, TXa month ago - Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada's top non-prime lenders. For more than 40 years, we've committed to helping consumers and business owners access the money...Local area
- Edward Jones in Bedford, Texas invites you to join a trusted financial services firm where client goals come first. As a financial advisor, you partner with clients to help them pursue retirement protection, wealth growth, and education funding while delivering personalized...
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