Top 10 Financial broker Jobs in Plano, Tx

Partner, Assurance Services | Financial Services (Broker-Dealer)
Aprio —Dallas, TX
- Hybrid work
- 11+ years
- Mentoring
- Recruiting
Production Underwriter/Broker
USG Insurance Services, Inc. —Plano, TX
- $65,000 - $150,000 a year
- Full-time
- Remote
- Mid-level
- Windows
- Marketing
- AD&D insurance
- Paid holidays
Quick Apply
Series 7 Registered Broker – PreMkt Locates, Risk & Ops
Cobra Trading, Inc. —Carrollton, TX
- $80,000 - $120,000 a year
- Full-time
- Background check
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
12d
Associate, Brokerage
Foundry Commercial —Dallas, TX
- Full-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
Associate Broker – Debt & Structured Finance
CBRE —Dallas, TX
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
Financial Broker
Relentless Agency —Plano, TX
- $2,000 - $10,000 a month
- Part-time
- Hybrid work
- Computer literacy
- Computer skills
- Communication skills
- Flexible schedule
Quick Apply
7d
Senior Customer Advocate - Brokerage
TIAA —Dallas, TX
- $26.63 - $32.55 an hour
- Online Application
- Mid-level
- Office
- Conflict management
Credit Officer, Vice President - Banks & Broker Dealer Teams
JPMorganChase —Plano, TX
- Full-time
- 7 years
- Word processing
- Office
- Health insurance
- Tuition reimbursement

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Production Underwriter/Broker
USG Insurance Services, Inc. —Plano, TX
Strong knowledge and experience of property and casualty insurance including: coverages, rating, terminology and technical procedures.
$65,000 - $150,000 a year
Quick Apply
Technology Underwriter - Dallas, TX
The Hartford —Frisco, TX
Agency Management which includes creating, driving and execution of strategies for new and/or renewal accounts (prospective book management, executes on the mix…
$76,400 - $144,600 a year

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Senior Analyst, FP&A – Admin, Transaction & Broker Fees
CVS Health —Columbus, OH
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
$46,988 - $122,400 a year
3d

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financial broker jobs near plano, tx

Partner, Assurance Services | Financial Services (Broker-Dealer)

Aprio -
Dallas, TX

Apply Now

Job Details

Qualifications

Business development management
Business development within consulting
Professional ethics
Team development
Mentoring
Client growth strategy
Team motivation (leadership skill)
Market development strategies
Senior leadership
Team building

Full Job Description

About Aprio

At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more than just a position — they seek a growth platform where contributions are valued and rewarded.

If you’re looking for a collaborative, entrepreneurial firm that provides boundless opportunities to take your practice to the next level, we invite you to… Grow with Aprio.

Position Overview

The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction. Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross firm collaboration.

Responsibilities

Client Leadership & Service Delivery

Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.

Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.

Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.

Drive exceptional client experiences aligned with Aprio’s service standards.

Business Development & Growth

Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.

Build and maintain strong referral networks, strategic partnerships, and market relationships.

Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.

Represent Aprio internally and externally as a leader committed to firm culture and values.

Talent Development & Team Leadership

Recruit, mentor, and develop top talent within the practice area.

Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.

Provide performance oversight, career coaching, and succession planning support.

Foster a diverse, inclusive, high trust environment that enables teams to excel.

Qualifications

Required

12+ years of experience and demonstrated track record of leadership within a professional services firm.
Strong technical expertise in the relevant discipline (Assurance).
Proven success driving revenue growth, client expansion, and practice development.
Reputation for exceptional client service, strategic thinking, and collaborative leadership.
Demonstrated ability to mentor, inspire, and build high performing teams.
High ethical standards.

Preferred

Deep Financial Services and Broker-Dealer industry experience.
Experience operating in high growth, multilocation, or national firm environments.
Prior partner or executive leadership experience.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Refine Your Search

financial broker jobs in plano, tx

Partner, Assurance Services | Financial Services (Broker-Dealer)

Production Underwriter/Broker

Series 7 Registered Broker – PreMkt Locates, Risk & Ops

Associate, Brokerage

Associate Broker – Debt & Structured Finance

Financial Broker

Senior Customer Advocate - Brokerage

Credit Officer, Vice President - Banks & Broker Dealer Teams

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I want to receive the latest job alert for financial broker in plano, tx

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About Aprio

Position Overview

Responsibilities

Client Leadership & Service Delivery

Business Development & Growth

Talent Development & Team Leadership

Qualifications

Required

Preferred

EQUAL OPPORTUNITY EMPLOYER

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