Top 2257 Finance Jobs in Garland, Tx

Associate Advisor (Wealth Management)
Peak American Financial Companies, Inc. —Plano, TX
- $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Automotive F&I manager
Town East Ford —Mesquite, TX
- $150,000 - $250,000 a year
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Associate, Capital Markets - TX
Phoenix Energy One, LLC —Dallas, TX
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Assistant Controller
Pratt Industries —Rockwall, TX
- Microsoft Word
- Microsoft Outlook
- Office
Quick Apply
10d
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
11d
Personal Banker
First National Bank Texas —Dallas, TX
- Full-time
- Ability to walk for extended periods
- Ability to lift 50 pounds
- Ability to stand for extended periods
9d
Part Time Associate Banker Garland / Rockwall (30 hours)
JPMorganChase —Garland, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Finance Business Analyst
McAfee —Frisco, TX
- $79,310 - $130,295 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Paid holidays
9d
Financial Analyst III
Siemens —Plano, TX
- $84,000 - $151,200 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Finance
2d
Personal Banker I (Full Time) - Wylie
PROSPERITY BANK —Sachse, TX
- Full-time
- Basic math
- Office
- 3 years
- On-the-job training
Finance Producer
Toyota of Richardson —Richardson, TX
- Dealership
- Entry level
- Health insurance
- Dental insurance
Assistant Relationship Manager
Capital One —Plano, TX
- Email
- Mid-level
- Office
- High school diploma or GED
13d
Senior Coordinator, Finance Support - Timekeeping (Hybrid)
RTX Corporate —Richardson, TX
- $53,100 - $100,900 a year
- Full-time
- Hybrid work
- Microsoft Word
- Research
- Mid-level
- Paid holidays
- Disability insurance
FINANCE CLERK
International Leadership of Texas —Richardson, TX
- $35,000 - $40,000 a year
- Background check
- Residential
- US work authorization
- Health savings account
- AD&D insurance
Internal Audit - Business and Finance Audit | Analyst | Dallas
Goldman Sachs —Dallas, TX
- Microsoft Outlook
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate
Goldman Sachs —Dallas, TX
- English
- Mid-level
- Office
- Disability insurance
- Health insurance
9d
Financial Analyst
Daisy Brand LLC —Dallas, TX
- Hybrid work
- 5 years
- Research
- Mid-level
- Profit sharing
- Wellness program
3d
Senior Financial Analyst
Siemens —Plano, TX
- $124,000 - $223,100 a year
- Multiple hires
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health insurance
Teller Retail Banker
Woodforest National Bank —Garland, TX
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock ownership plan
- Opportunities for advancement
6d

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finance jobs near garland, tx

Associate Advisor (Wealth Management)

Peak American Financial Companies, Inc. -
Plano, TX

Quick Apply

Job Details

Full-time
$150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Client database systems
Sales management systems proficiency
Financial needs assessment
CRM system proficiency

Full Job Description

Associate Advisor (Financial Services)

Career Path to Financial Advisor

Career Progression

Associate Advisor → Financial Advisor → Senior Financial Advisor → Senior Wealth Manager

About the Role

Peak American Investment Advisors is seeking an ambitious Associate Advisor looking to build a long-term career in wealth management. This role is designed for financial professionals who want to become a lead Financial Advisor while learning directly from experienced advisors and working with affluent clients.

Unlike traditional sales roles focused primarily on outbound prospecting, the majority of your time will be spent speaking with individuals who have already expressed interest in our services and scheduled meetings with our team. Your role is to conduct brief qualification conversations, understand each prospective client's situation, and ensure they are routed to the appropriate Financial Advisor for a productive consultation.In addition, you will have access to thousands of prospective client records and opportunities to proactively generate additional appointments for our advisory team.

Key Responsibilities

Conduct qualification calls with prospective clients who have already scheduled appointments
Evaluate client fit, financial complexity, and service needs
Route qualified prospects to the appropriate Financial Advisor based on client profile and needs
Confirm appointment readiness and improve advisor meeting quality
Identify opportunities to schedule additional consultations from existing prospect databases
Maintain accurate client notes and records within CRM systems
Collaborate closely with Financial Advisors to maximize client conversion rates
Consistently achieve appointment-setting and qualification KPIs
Deliver a professional, consultative client experience throughout the discovery process
Help drive firm growth through efficient lead management and client engagement

Compensation

Base Salary: $60,000 annually (guaranteed and does not decrease)
Bonus paid for every qualified appointment that is set and held
Additional bonus paid for appointments that convert into clients
Strong earning potential tied directly to performance and client outcomes

Career Path

This role is intentionally designed as a feeder system into our Financial Advisor career track. Successful Associate Advisors who consistently achieve performance metrics and demonstrate advisory aptitude will have the opportunity to advance into:

Financial Advisor
Senior Financial Advisor
Senior Wealth Manager

This position offers a clear and structured path toward a long-term advisory career within a growing wealth management organization.

Qualifications

2+ years of experience as:
Associate Advisor or Account Executive within financial services
Internal Wholesaler
Financial Advisor
Related financial sales or client-facing role
Active Series 65 or 66 license required
Strong consultative communication and discovery skills
Ability to quickly assess client needs and qualification criteria
Experience working with CRM systems and managing prospect pipelines
Self-motivated, organized, and goal-oriented
Desire to build a long-term career as a Financial Advisor

Ideal Candidate

Enjoys client conversations and relationship building
Thrives in a fast-paced, KPI-driven environment
Wants a defined path into wealth management and financial planning
Comfortable balancing inbound qualification calls with proactive appointment generation
Excited to contribute to a high-growth advisory firm

Pay: $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off

Application Question(s):

Do you have a Series 65 or Series 66 License (Required)?

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in garland, tx

Associate Advisor (Wealth Management)

Automotive F&I manager

Senior Associate, Capital Markets - TX

Assistant Controller

Wealth Management Associate

Financial Analyst Advisor / Finance Business Partner

Personal Banker

Part Time Associate Banker Garland / Rockwall (30 hours)

Finance Business Analyst

Financial Analyst III

Personal Banker I (Full Time) - Wylie

Finance Producer

Assistant Relationship Manager

Senior Coordinator, Finance Support - Timekeeping (Hybrid)

FINANCE CLERK

Internal Audit - Business and Finance Audit | Analyst | Dallas

Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate

Financial Analyst

Senior Financial Analyst

Teller Retail Banker

I want to receive the latest job alert for finance in garland, tx

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