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

Client-Focused Insurance & Financial Services Advisor

$40k - $80k

State Farm Agent

State Farm Agent in McKinney, Texas seeks a motivated team member for their insurance and financial services team. You will develop client relationships, provide indispensable financial advice, and assist clients with retirement planning and insurance needs. The ideal candidate has at least 1 year of experience in the field, strong communication skills, and a passion for helping others. Compensation ranges from $40,000 to $80,000 annually, with additional benefits like health insurance and paid time off. #J-18808-Ljbffr State Farm Agent

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Client-Focused Insurance & Financial Services Advisor in Mckinney, TX vacancy
  • A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs. Ideal... 
    Suggested
    Local area

    Rafaelparker

    Mckinney, TX
    4 hours ago
  • PNC Wealth Management seeks a Premier Client Financial Advisor based in McKinney, TX. You will manage an assigned book of business, provide investment and insurance guidance, and develop comprehensive financial plans for clients in a collaborative, in-office branch environment... 
    Suggested
    Work at office

    PNC

    Mckinney, TX
    2 days ago
  • BOK Financial Corporation in McKinney, TX is seeking a Personal Banker to deliver exceptional client experiences and support customers with a range of retail banking products. This role starts with a 9-week Banking Navigator training program to equip you with the skills... 
    Suggested
    Permanent employment

    BOK Financial Corporation

    Mckinney, TX
    3 hours ago
  •  ...transactions, identify needs, and deliver a fast, friendly service experience at the McKinney branch. You will balance cash...  ...communication, and the ability to work in a regulated financial environment with a focus on security and confidentiality. #J-18808-Ljbffr Credit... 
    Suggested

    Credit Union of Texas

    Mckinney, TX
    1 day ago
  • $85k - $145k

     ...Wealth Advisor Dallas - Park Cities; Plano...  ...simplify their financial lives by integrating...  ...management, tax, estate, insurance, and more, all...  ...to act in our clients' best interests —...  ...works in a client-focused, team-centered environment...  ...and client service efforts. Essential... 
    Suggested
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Plano, TX
    4 days ago
  •  ...Senior Consultant, Financial Consulting to join...  ...of the trust our clients place in our talented...  ...MarshBerry services to help meet those...  ...Sales Consultant will focus on building and maintaining...  ...industry. Insurance industry or wealth...  ...retirement plan advisors. Our services include... 
    Full time
    Work at office
    Remote work
    Monday to Thursday
    Flexible hours
    Night shift

    MarshBerry

    Plano, TX
    4 days ago
  • PNC Financial Services Group, Inc. seeks a Premier Client Banker in Wealth Management to develop and execute strategies that drive Mass Affluent client acquisition, outreach and retention in McKinney, TX. You will proactively generate leads, manage client appointments,... 

    PNC Financial Services Group, Inc.

    Mckinney, TX
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Frisco, Texas. This role focuses on obtaining necessary securities licenses and managing client relationships by delivering comprehensive financial advice. The position requires a High School Diploma/GED... 
    Monday to Friday

    Bank of America

    Frisco, TX
    4 hours ago
  •  ...Chase in Plano, Texas seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions....  ...has at least 2 years in financial services, possesses necessary licenses, and exemplifies integrity and client-focused education. A bachelor’s degree and... 

    TwinThread

    Plano, TX
    1 day ago
  • Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to...  ...you'll help shape your clients' financial futures for...  ...66) State Life, Health Insurance and Variable Products lines...  .... Our unwavering focus on our clients and strong... 
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial Services, LLC

    Plano, TX
    14 hours ago
  •  ...education and advice tailored to financial needs. Responsibilities Serve...  ...group of Chase's affluent clients as well as other customers in...  .... Help clients access self‑service options for 24/7 account accessibility...  ...of products. The company focuses on engaging, lifelong... 
    Afternoon shift

    JPMorgan Chase

    Plano, TX
    4 days ago
  •  ...is seeking a Relationship Banker to represent the Chase brand at a branch, acquiring, managing, and retaining client relationships with a focus on financial solutions and technology tools. The role requires sales experience in retail banking, strong communication skills... 
    Afternoon shift

    JPMorganChase

    Plano, TX
    3 days ago
  • Trent Wilkins - State Farm Agent in McKinney, Texas, is seeking a dedicated Insurance and Financial Services Position - State Farm Team Member. In this role, you will enhance customer relationships and support their financial needs by providing tailored insurance and financial... 

    Trent Wilkins - State Farm Agent

    Mckinney, TX
    2 days ago
  •  ...About the Company Diverse financial services firm & investment bank...  ...New York City Economics Insurance Credit Specialties...  ...resilient business, with a focus on anticipating and addressing...  ...responsibilities will include performing client due diligence, financial... 

    Confidential

    Plano, TX
    3 hours ago
  • $10k

     ...interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop...  ...a lifelong career in the financial services industry. Through our specialized...  ...with an emphasis on client focus Why Fisher Investments:... 
    Work at office
    Work from home

    Fisher Investments

    Mckinney, TX
    3 days ago
  • $72k - $90k

     ...important work benefits our clients and partners as much...  ...that is Customer Focused and Solutions Led. We...  ...management in a professional services or consulting...  ...manage budgets, analyze financial reports, and track profitability...  ..., Life and Disability Insurance, Tuition Reimbursement... 
    Full time
    Remote work
    Shift work

    World Wide Technology

    Mckinney, TX
    1 day ago
  •  ...Bank Of America Financial Advisor At Bank of America, we are...  ...delivering for our clients, teammates, communities...  ...whether shaped by military service, community college...  ...CRPC). Obtained your insurance licenses. Skills...  ...Customer and Client Focus Oral Communications... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    Bank of America

    Mckinney, TX
    2 days ago
  •  ...compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers...  ...offer mortgage loan products based on client needs Review and analyze low to moderately... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start

    Wells Fargo

    Mckinney, TX
    1 day ago
  •  ...opportunities rarely give you a Financial Professional (Agent)...  ...business. As a New York Life Insurance Company Financial Professional...  ...only manage your own book of clients, but provide clients with insurance options and customer service. You will help your clients prepare... 
    Local area

    New York Life

    Frisco, TX
    3 days ago
  • Fisher Investments in Plano, TX seeks an International Investment Counselor to service high-net-worth UK clients from the United States. You will partner with internal portfolio decision-makers, client service associates, and the sales team to provide fee-only fiduciary... 

    Texas Counseling Association

    Plano, TX
    4 days ago
  •  ...Professional Search is looking for experienced Wealth Advisors to join a top-tier wealth management organization...  .... This is a unique opportunity to build enduring client relationships while delivering comprehensive financial guidance without the pressure of sales quotas. As... 

    Kyler Professional Search

    Plano, TX
    2 days ago
  • $85k - $145k

    Mercer Advisors in Plano, Texas, is seeking a Wealth Path Wealth Advisor to join their collaborative...  ...involves managing a portfolio of 150-250 clients, ensuring client satisfaction, and onboarding new clients to enhance their financial journey. Candidates should hold a bachelor... 

    Mercer Advisors

    Plano, TX
    4 hours ago
  •  ...America’s Merrill Wealth Management seeks an Advisor Development Program participant to become a Financial Advisor. You will identify client needs, build relationships, review goals,...  ...with a consultative approach and a focus on lifelong financial #J-18808-Ljbffr Bank... 

    Bank of America

    Mckinney, TX
    3 days ago
  • $64.48k

    Cathay Bank in Plano, TX seeks a results-driven financial services professional to grow a client base and advise on wealth management products. You will assess client needs, present suitable solutions, and maintain compliance with regulatory standards. The role requires... 

    Cathay Bank in

    Plano, TX
    3 hours ago
  • TwinThread in Prosper, Texas is hiring a Private Client Advisor to deliver personalized financial planning and investment solutions. You will support various clients, from those starting to save to those with wealth. Responsibilities include championing team success, managing... 

    Aumni

    Prosper, TX
    3 days ago
  • $64.48k

     ...can make a difference in the financial future of our communities. What...  ...Proactively develops a client base to which appropriate wealth...  ...them on investment choices and insurance products that best meet their...  ...financial products Markets, services, or promotes financial products... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Cathay Bank

    Plano, TX
    2 days ago
  • Join a leading financial services company as a Financial Professional at New York Life, where you can significantly impact clients’ financial futures. This role offers a unique blend of competitive...  ...financial scenarios with various insurance products and digital tools at your... 

    New York Life

    Frisco, TX
    3 hours ago
  •  ...of proactive sales and service activities. Manages...  ...improve the customer's financial wellbeing. Collaborates...  ...ultimately elevating client loyalty. Delivers a full...  ...to be:* **Customer Focused** - Knowledgeable of the...  ...and spouse/child life insurance; short and long-term disability... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Mckinney, TX
    1 day ago
  •  ...provide an extremely high level of service to our clientele. You will...  ...from groups of managers, clients, customers, and the general public...  ...our doors in 1999, Cascade Financial Services has grown to become...  ...our team members!!! We are focused and dedicated to developing and... 
    Work at office

    Cascade Financial Services

    Mckinney, TX
    5 days ago
  •  ...is yes, consider becoming an insurance agent to drive positive...  ...company and a leader in the financial services industry, will invest in you...  ...provide peace of mind to your clients while helping them navigate...  ...as by becoming a financial advisor with Eagle Strategies LLC, our... 
    Full time
    Contract work
    Work at office
    Local area

    New York Life Insurance

    Frisco, TX
    22 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Insurance & Financial Services Advisor. Be the first to apply!