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

Strategic Financial Advisor & Planning Specialist

Bank of America ATM

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. The role requires licenses Series 7 & 66, along with at least one year of experience in the investments industry. Strong communication and relationship-building skills are essential. The position may involve working Monday to Friday with rotating Saturdays. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Advisor & Planning Specialist in Flower Mound, TX vacancy
  •  ...Job Description Job Description FINANCIAL ADVISOR Full-Time | On-Site | Flower Mound, TX ABOUT GDS WEALTH MANAGEMENT FINANCIAL...  ...commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth... 
    Suggested
    Full time

    ONE WAY HOLDINGS LLC

    Flower Mound, TX
    26 days ago
  • ResponsiveEd in Texas is seeking a Senior Analyst, Financial Planning & Analysis to join our finance team. You will lead budgeting, forecasting, and financial analysis initiatives to support informed decisions across our network of schools. Reporting to the VP of FP&A,... 
    Suggested

    Responsive Education Solutions

    Lewisville, TX
    2 days ago
  •  ...processes and SAP system functionality to ensure accurate financial transactions and reporting. You will assist in...  ...and SOX/Financial Compliance standardsStrategic Planning| Develop and align tactical plans with strategic goals. Ensures business alignment with site... 
    Suggested
    Full time
    For contractors

    Stryker

    Flower Mound, TX
    2 days ago
  •  ...management professional to transition into a client-facing Financial Advisor role. You will work with firm-generated opportunities, internal...  ...to build trust and deliver comprehensive financial planning. Responsibilities include discovery meetings, developing plans... 
    Suggested

    Madison Professional Group

    Flower Mound, TX
    2 days ago
  •  ...Wealth Management invites you to join our dynamic team as a Financial Advisors as we continue to expand and empower clients in their pursuit...  ...to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management... 
    Suggested
    Full time
    Monday to Friday

    GDS Wealth Management

    Flower Mound, TX
    4 days ago
  • A consulting firm is seeking a Strategic Finance Analyst to enhance enterprise planning and performance visibility in a high-growth environment. The ideal candidate...  ...from Big 4 public accounting. Strong skills in financial modeling, reporting, and communication are... 

    Artemis Consultants

    Carrollton, TX
    2 days ago
  •  ...Senior Analyst, Financial Planning & Analysis (FP&A) Goosehead Insurance has been disrupting the insurance industry by giving clients the...  ...Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful... 
    Local area

    Goosehead Insurance

    Roanoke, TX
    4 days ago
  •  ...finance professional to join our team as a Finance Analyst Associate. This role offers meaningful exposure to strategic decision-making, acquisitions, financial planning, performance reporting, and operational analysis within a fast-growing, private equity-backed... 

    BrightPath Kids USA

    Roanoke, TX
    more than 2 months ago
  •  ...of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage... 

    Saxon Global

    Lake Dallas, TX
    4 days ago
  •  ...Wealth Management OpportunityOur 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, offering services through its RIA and... 

    Suncap Technology

    Coppell, TX
    5 days ago
  •  ...to register as an Investment Advisor Representative (IAR) with the...  ...Securities), we understand that Financial Professionals continually...  ...overhead. Structured Financial Planning Process: Implement a well-...  ...ago Wealth Advisors Operations Specialist I - Trust We’re unlocking community... 
    Full time

    iBovi - Staffing, Consulting and Recruitment Services

    Southlake, TX
    9 hours ago
  • $45k - $100k

     ...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where...  ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Southlake, TX
    5 days ago
  •  ...partner with the business to contribute significantly to the strategic planning and growth of the business. Responsibilities include: Lead...  .... Work closely with sales and operation teams to align financial plans with business objectives. Create strong business partnerships... 

    VusionGroup

    Coppell, TX
    4 days ago
  •  ...enterprise software firm in Coppell, Texas is seeking an experienced FP&A Analyst to be a key partner in strategic planning and growth. The role involves financial analysis, sales forecasting, and collaboration with various functions to enhance revenue growth. Ideal candidates... 

    VusionGroup

    Coppell, TX
    3 days ago
  •  ...seeks an FP&A professional to analyze budgets, forecasts, and strategic plans. You will translate data into actionable insights and partner...  ...to drive growth and efficiency. The role involves building financial models, coordinating annual budgeting, updating forecasts, performing... 

    Patriot Mobile

    Grapevine, TX
    5 days ago
  • Rocket is seeking a Senior Financial Analyst to drive financial strategy and provide senior leadership with accurate insights. You will...  ...complex data into clear recommendations that influence strategic and operational decisions. In this role, you will lead budgeting... 

    Rocket

    Coppell, TX
    3 days ago
  • $45k - $100k

     ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business...  .... What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work... 
    Traineeship
    Local area
    Flexible hours

    Edward Jones

    Southlake, TX
    5 days ago
  •  ...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer...  ...of business, leveraging goals based planning, and prudent risk oversight to deliver integrated...  ...existing relationships through strategic outreach, referrals, and pre-planned customer... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Lewisville, TX
    4 days ago
  • $24 - $29 per hour

     ...Federal Credit Union as a Member Experience Specialist II (Personal Banker) in Lewisville, TX,...  ...delivering effortless, member-focused financial solutions. In this sales-focused role,...  ...into the SkyOne family.Serving as a strategic ambassador to our Select Employer Groups... 
    Hourly pay
    Local area

    SkyOne Federal Credit Union

    Lewisville, TX
    10 days ago
  • A leading fraternal financial services organization is seeking a financial representative in Texas to guide members towards achieving their...  ...service. Responsibilities include creating tailored financial plans and providing ongoing support. This full-time role offers... 
    Full time

    Modern Woodmen of America

    Argyle, TX
    3 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... 
    Traineeship

    Edward Jones

    Southlake, TX
    5 days ago
  •  ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Flower Mound, TX
    4 days ago
  •  ...Desire to be their point of contact – they know your name and you know theirsProvide advice and guidance and help people along their financial journeyAlways take action using Integrity, Caring, and Excellence to achieve all-win outcomesWhat you'll need:Required... 
    Monday to Friday

    Frost Bank

    Flower Mound, TX
    2 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... 
    Work at office

    Bank of America

    Southlake, TX
    1 day ago
  • ## FP&A - Financial Planning & Analysis AnalystApplylocations: Corporate - 00time type: Full timeposted on: Posted Yesterdaytime left to apply...  ...recently welcomed 4 new board members, strengthening our strategic vision with diverse perspectives and deep industry and functional... 
    Full time
    Contract work
    Internship
    Work at office

    Natural Gas Services Group

    Southlake, TX
    1 day ago
  • LHH is seeking a Senior Financial Analyst (FP&A) to join a growing, private equity-backed technology and solutions company. You will partner...  ...fast-paced environment, supporting multi-site operations and strategic initiatives. Strong analytical skills and advanced Excel/Power... 

    LHH

    Carrollton, TX
    4 days ago
  • Service CenterCSCS TXJob SummaryProvide support in financial planning, analysis, reporting, budgeting and forecasting while upholding integrity...  ...Job DutiesDevelop financial models and analyses to support strategic initiativesDevelop and maintain financial reports to clearly... 
    Full time
    Work experience placement

    Caliber Collision

    Lewisville, TX
    2 days ago
  • David Francesangelo State Farm is seeking a full-time Insurance & Financial Services Advisor in the Irving-Las Colinas area to protect families and help them plan for the future with State Farm's insurance and advisory products. As part of a thriving team, you will manage... 
    Base plus commission
    Full time

    David Francesangelo State Farm

    Coppell, TX
    2 days ago
  •  ...support client needs and strengthen relationships. The role focuses on acquiring, managing, and retaining clients, offering thoughtful financial solutions while following regulatory requirements. Weekend/evening hours may be required. #J-18808-Ljbffr JPMorgan Chase & Co.
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Flower Mound, TX
    3 days ago
  •  ...to our approach. Job Summary The Senior Financial Analyst is responsible for providing advanced financial planning, analysis, modeling, and reporting support to...  ...analysis, department manager partnership, and strategic financial modeling. The position is expected to... 
    Work at office
    Remote work
    Home office

    Landmark Structures

    Southlake, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Advisor & Planning Specialist. Be the first to apply!