Financial Advisor Salaries in McKinney, TX

Conducts financial, estate and income tax analysis, assessment and presentations to high net worth clients and to other internal Wealth Management/Trust areas.

$163,000 - $228,000 a year

Experience in financial services or a related field, with a focus on client relationship management. Proficiency in using advanced financial tools and software…

$75,000 - $90,000 a year

Developing in depth understanding of portfolio construction and risk management. Providing a best-in-class service experience to a select group of clients,…

$75,000 - $85,000 a year

Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…

$50,000 - $80,000 a year

Comfortable making outbound calls to further educate clients and uncover opportunities. FINRA Series 7 & 66 licensed and hold appropriate state registrations,…

5 days ago

Promptly respond to client questions through email and phone calls. This role routinely uses standard office equipment such as computers, phones, photocopiers,…

$65,000 - $120,000 a year