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
$45k - $100k
...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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Southlake, TX3 days ago$45k - $100k
...environment in the branch of mutual trust, respect, feedback and accountability. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to...SuggestedTraineeshipLocal areaFlexible hours- At DFW Wealth Strategies, we partner with financial professionals to build successful and independent practices tailored to their vision... ...your growth. Our firm operates as a partnership—designed by advisors, for advisors—ensuring full control and empowering you to thrive...SuggestedFull timePart timeRemote work
- ...Merrill Advisor Development Program - Financial Advisor: Fort Worth & Associates Fort Worth, Texas;Southlake, Texas; Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Southlake, TX9 hours ago - DFW Wealth Strategies seeks a Financial Advisor to provide customized financial planning and investment solutions. Located in Southlake, TX, this full-time hybrid role offers part-time remote work flexibility. The ideal candidate will have strong expertise in financial...SuggestedFull timePart timeRemote workFlexible 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. Ideal...Traineeship
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- Dormont Manufacturing Co is seeking a Financial Solutions Advisor to join their team in Lake Worth, Texas. The role involves building strong client relationships and guiding them through financial solutions. Candidates will receive comprehensive training and support to...Traineeship
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Irving, TX9 hours ago- ...Wealth Management opportunity (partnering with CPA's across the U.S.) Our client is a nationwide well-respected financial planning and wealth management company offering solutions for financial professionals, tax professionals and CPA firms, looking to grow their business...
Suncap Technology
Coppell, TX4 days ago $24 - $26 per hour
...Overview Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor , you'll be the friendly guide that students and their families rely on to make sense of financial...Hourly payImmediate startFlexible hoursUniversal Technical Institute
Irving, TX4 days ago- Edward Jones is seeking financial advisors in Keller, TX to partner with clients and help them achieve their long-term financial goals including retirement and wealth building. Advisors will focus on building client relationships while developing their practice with support...
- Our client is one of the fastest-growing RIAs in North Texas and is continuing to expand their advisor team. They are seeking Financial Advisors who will focus on building new client relationships while delivering comprehensive planning and advisory services to an established...Full time
$70k - $80k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible...Temporary workWork at officeLocal areaHome officeMonday to Friday- ...position, you’ll collaborate with multidisciplinary team members to provide the very best care for patients. The primary purpose of the Financial Counselor II position is to collect accurate demographic, financial, and basic medical information from patients and/or their...Monday to FridayShift work
- ...Mound, TX, US 30+ days ago Requisition ID: 1001 Job Overview GDS Wealth Management invites you to join our dynamic team as a Financial Advisor as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm...Full time
- Edward Jones is seeking financial advisors to partner with clients to help them achieve their long‑term financial goals including retirement, wealth building, estate strategies and education funding. Advisors will develop and grow their own practice, supported by their...Flexible hours
- ...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...Work at office
Bank of America
Southlake, TX3 days ago - ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing....Work at office
Charles Schwab Careers
Westlake, TX3 days ago $70k - $80k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Colleyville, TX11 days ago- ...valuablepossessionsso,we’remore than just a bit selective when it comes to hiring new team members. Job Summary The Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful...Local area
Dormont Manufacturing Company
Westlake, TX1 day ago - ...Senior Corporate Financial Analyst NextStep Recruiting has joined hands with a leading Technology Company as they are seeking to hire a Senior Corporate Financial Analyst to join their team. This is a fantastic time to join this remarkable team as they are experiencing...Local areaImmediate start
NextStep Recruiting
Southlake, TX4 days ago - ...Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening,... ...virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This...Work at office
Charles Schwab
Westlake, TX9 hours ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Irving, TX. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Irving, TX8 days ago - Bank of America is seeking a Financial Advisor in Flower Mound, Texas, responsible for providing tailored financial solutions to clients. You will assist clients in setting and achieving their financial goals while recommending appropriate investment products and services...Monday to Friday
- Bank of America is looking for a Financial Advisor in Keller, Texas, responsible for providing comprehensive advice and customized solutions to clients. This role involves helping clients achieve their financial goals through personalized financial plans, as well as meeting...
- ...environment. Responsibilities Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor's direction Accountable for the personal...Work at office
First National Bank Texas
Grapevine, TX2 days ago - ...: Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 07/17/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...
BOK Financial
Grapevine, TX3 days ago - ...strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Southlake, TX at the Southlake Park Village branch...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Southlake, TX3 days ago $83.6k - $110k
...strategic priorities for their groups, and will play an important role in developing and improving our short- and long-term consolidated financial models. You'll also help handle reporting, critical metrics, and our Adaptive financial model. Who you're committed to being:...Temporary workWork at officeLocal areaRemote workHome officeMonday to FridayPluralsight
Westlake, TX3 days ago
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