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, TX14 hours 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- ...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, TX2 days ago - 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...SuggestedTraineeship
- ...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...Suggested
Suncap Technology
Coppell, TX1 day ago - ...Financial Counselor II Hours of Work: 8:30am-5:00pm Days Of Week: Monday-Friday Work Shift: 8X5 Day (United States of America) Job Description: In this highly technical, fast-paced, and rewarding position, you'll collaborate with multidisciplinary team members...Monday to FridayShift work
$70k - $80k
...Financial Planner (Colleyville, Texas) 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, insurance, and more, all managed...Temporary workWork at officeHome officeMonday to FridayFlexible hours- 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...
- ...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
- 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
- ...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, TX14 hours 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, TX13 days ago$75k - $80k
...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting... ...client relationships through active participation in the financial planning process. Responsibilities include creating and implementing...Work at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Southlake, TX1 day ago- ...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 exponential, organic growth!...Local areaImmediate start
NextStep Recruiting
Southlake, TX21 hours 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
- ...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, TX1 day 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, TX14 hours ago - 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...
- ...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, TX14 hours ago - Mercer Advisors in Colleyville, Texas is seeking a Financial Planner to join its Financial Planning Group. This role focuses on creating comprehensive financial plans and collaborating with investment and estate planning specialists. Candidates should possess a Bachelor...
- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Location: This position is open for the...Flexible hoursShift workWeekend workDay shift
Bank of America
Colleyville, TX4 days ago - ...resources, such as mobile banking, online banking, or ATM. Engages in deep conversations with clients to gain in‑depth knowledge of their financial and life priorities and connects them to solutions that meet their financial goals. Responsibilities Execute the bank’s risk...Flexible hoursShift workWeekend workDay shift
Dormont Manufacturing Company
Southlake, TX3 days ago - ...clients, with highly experienced bankers who truly invest in people's success today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude...Work at officeImmediate startDay shift
- Edward Jones is seeking a Financial Advisor trainee to build and manage a client base while leading a branch team. You will source new clients through face-to-face and virtual channels and deliver personalized financial strategies. You will gain licensing credentials and...Traineeship
- Remington College in North Richland Hills is seeking a Financial Aid Assistant to help students apply for financial aid and provide information on financing options. The role involves assisting with applications, reviewing award letters, and ensuring timely completions....Remote jobFlexible hours
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Immediate startAfternoon shift
- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Shift workWeekend workDay shift
- ...Your responsibilities include exceeding client expectations, building lasting relationships, and performing branch operations. A proven sales background in banking or financial services is preferred along with excellent communication skills. #J-18808-Ljbffr Fairygodboss
- ...with transactions, and manage cash responsibilities. Successful candidates will build strong relationships to better serve clients’ financial goals while adhering to established guidelines. A minimum of a high school diploma/GED is required, with preferences for...
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