Financial Advisor- $60K - $150K+
$60k - $150kSalesDraft
Build a Sophisticated Financial Planning Practice with a Defined Path to Leadership The North Dallas General Office is seeking select mid-to-senior-level professionals for our Financial Advisor Development Program. This opportunity is specifically designed for: Corporate leaders Business owners Military officers and veterans Former collegiate or professional athletes High-performing relationship-driven professionals This is not a traditional entry-level sales role. It is a structured, merit-based career path designed to help accomplished professionals build a thriving financial advisory practice while creating opportunities for future leadership and mentorship responsibilities within the organization. As a Financial Advisor, you will partner with clients to develop personalized financial strategies focused on wealth accumulation, retirement readiness, asset protection, and long-term financial confidence. Over time, high-performing advisors may pursue additional leadership and practice-development opportunities based on demonstrated success. What You'll Do Build a sophisticated financial planning practice focused on individuals, families, executives, and business owners Conduct comprehensive financial reviews and needs analyses Provide consultative strategies Develop long-term client relationships through a personalized, needs-based planning approach Leverage New York Life's Advanced Planning Group for complex and high-net-worth client cases Client Relationship Management Serve as a trusted financial resource for clients throughout various stages of life Guide clients through important financial decisions with professionalism and integrity Develop deep, trust-based relationships with affluent individuals, families, and business owners Deliver customized financial strategies backed by industry-leading resources and support Culture & Leadership Engagement Contribute to the collaborative, high-performance culture of the company Participate in leadership development, mentorship, and community initiatives Continuously grow personally, professionally, and financially What We Offer Opportunity to build an independent financial planning practice backed by a nationally recognized organization Clear advancement opportunities based on performance and professional development Potential future leadership and mentorship opportunities Structured transition allowance and training subsidy program Uncapped commissions Renewal income opportunities Long-term residual income potential Corporate Infrastructure & Sponsorship Fully sponsored licensing support: Life & Health SIE Series 6 / 7 / 63 (as applicable) Industry-leading training and mentorship Advanced marketing platforms and operational support Dedicated local office leadership and administrative infrastructure Medical, dental, and vision insurance 401(k) with company support National leadership conferences Executive coaching and development programs Incentive travel opportunities for top performers Candidate Profile & Requirements We are seeking professionals with a demonstrated history of achievement, relationship-building, professionalism, and leadership potential who want to build a long-term career in financial advising. Professional Background Preferred backgrounds include: Corporate leadership or management Business ownership or entrepreneurship Consultative or high-performance sales Banking Wealth management Military leadership Collegiate or professional athletics Client-facing professional services Minimum 3-5 years of professional experience preferred. Relationship & Advisory Acumen High emotional intelligence and communication skills Ability to build trust quickly with clients Strong listening and relationship-management abilities Mindset Entrepreneurial and highly driven Competitive with a strong desire to succeed Coachable and growth-oriented Motivated to build a long-term advisory practice Education & Professional Caliber Bachelor's degree preferred. Equivalent professional achievement, leadership experience, military service, or business success will also be strongly considered. This opportunity is specifically targeted toward professionals with proven leadership potential and a track record of performance. Location Requirement Must currently reside in the Dallas-Fort Worth metroplex, as local networking, community engagement, and in-office collaboration are critical components of long-term success in this market. Why New York Life? 175+ years of financial strength and stability Fortune 100 mutual company structure Industry-leading training and professional development Comprehensive financial planning platform and support resources Opportunity to build a meaningful advisory practice serving clients and families Potential for long-term career growth and leadership opportunities #J-18808-Ljbffr SalesDraft
- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential Overview Are you early in your career and looking...SuggestedImmediate startRemote workFlexible hours
$45k - $100k
...Financial Advisor Opportunity At Edward JonesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) to prepare the next generation of Advisors. You will learn to balance new client development, sales, investment management, client service, and compliance under mentorship at...SuggestedTraineeship
- ...journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor,...SuggestedFull timeContract workWork at officeLocal area
$65k
...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 hours- Raymond James Financial, Inc. offers the Advisor Mastery Program (AMP) for the next generation of financial advisors. The program combines distance learning, onsite training at the firm’s HQ, and mentorship to develop skills in technical and sales areas toward building...Traineeship
- New York Life is hiring for a Financial Advisor Development Program in the North Dallas area. The role focuses on building a sophisticated financial planning practice for individuals, families, executives, and business owners, with a clear path to leadership and mentorship...
- New York Life in Frisco, TX seeks a Financial Services Representative to empower individuals and families to achieve their financial dreams. You will join a team celebrated for strength and trusted across the nation, building strong financial futures for clients and yourself...Flexible hours
- ...assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills... ...and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the...ApprenticeshipTraineeshipWork experience placement
- Tundra Technical Solutions is looking for a Virtual Financial Consultant to provide impactful financial advice to retirement plan participants and institutional clients. This hybrid role in Frisco combines virtual client engagement with in-office collaboration. Qualified...Work at office
$60k - $150k
...experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship...Full timeContract workFor contractorsWork at office$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 home$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes...- ...Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal-based financial... ...Watters & Associates clients. This role serves as a primary advisor to clients, providing integrated guidance across financial...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
- Educational Employees Credit Union invites applications for a Wealth Advisor to join a dedicated branch role, working on-site in Frisco, TX.... ..., client-focused team, capable of delivering comprehensive financial solutions and cross-selling insurance and investment products....
- ...Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely client-... ...ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most....Work at office
- ...Certified Financial Advisor Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. With competitive compensation, excellent benefits...Work at officeRemote workRelocationMonday to Friday
- ...client relationship. If you’ve built a strong track record in financial or consultative sales but are still waiting for the opportunity... ...appointments are set for you. Full marketing support at no cost to the advisor, including branding, social media, and appointment-setting...Work at officeVisa sponsorship
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Base pay range...Full timeWork at officeFlexible hours- Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions for clients. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals, build financial plans...
- Bank of America is seeking an advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products. You must complete required licenses...Work at officeFlexible hours
- Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized investment solutions. You will triage leads, refer to partners, and meet with clients to review goals, build financial plans, and recommend brokerage products...Monday to Friday
$85k
...The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement Solutions...3 days per week- ...Objective Reporting to a Partner and the Director of Wealth Management, the Wealth Advisor is responsible for managing a group book of client relationships, delivering comprehensive financial planning and investment advisory services. This role is ideal for a credentialed...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placementWork at office- ...A leading financial services organization is hiring a Virtual Financial Consultant to deliver high-impact financial advice to retirement... ...with in-office collaboration as needed. If you are a licensed advisor who thrives in consultative conversations and want strong brand...Hourly payTemporary workWork at office
- ...coaching, bringing mentorship and team-building experience into financial services. Passionate About: Spending time with family,... ...football, and being active in church. Mark Kissinger, Financial Advisor: Time with New York Life: 8 years of experience serving clients...Work at officeLocal areaWork from homeFlexible hours
- ...SPECIFICATIONS Education: ~ Associates degree preferred. Experience: Must have two years of experience in determining financial eligibility for government funding, program funding, public funding or patient assistance programs in a physician or hospital...ReliefWork at office
- ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help...Full timeLocal area
$95.89k - $157.54k
...is seeking a highly experienced FP&A Senior Analyst to support financial planning, forecasting, and strategic analysis across operating... ...not required). What Success Looks Like: Acts as a trusted advisor to senior leaders, delivering insights that directly influence...Temporary workWork at officeWork from homeHome officeRelocation packageFlexible hours
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