Top 355 Financial advisor Jobs in Addison 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
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
VP, Financial Consultant - Dallas, Texas (North)
Charles Schwab —Dallas, TX
- $75,000 - $115,000 a year
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Sales Development - Finance
Mutual of Omaha Advisors —Dallas, TX
- Up to $98,000 a year
- Full-time
- Background check
- Classroom
- Up to 50% travel
- Paid holidays
- Health insurance
Quick Apply
1d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Dallas, TX
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Investment Counselor (Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Coach
Centurion Crew FG —Richardson, TX
- $2,400 - $3,500 a month
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Professional development assistance
- Opportunities for advancement
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Entry-Level Financial Advisor
Texas National Financial Group —Dallas, TX
- $50,000 - $90,000 a year
- Hybrid work
- No experience needed
- US work authorization
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Internal Sales Associate- September Start Date
National Life Insurance Company —Addison, TX
- $21 - $31 an hour
- Call employer
- Hybrid work
- Office
- Presentation skills
- Bachelor's degree
- Benefits from day one
- Life insurance
Financial Aid Advisor
Herzing University —Irving, TX
- $20.54 - $29.41 an hour
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Paid time off
1d
Internal Sales Associate -September Start Date
National Life Insurance Company —Addison, TX
- $21 - $31 an hour
- Call employer
- Hybrid work
- Office
- Presentation skills
- Bachelor's degree
- Benefits from day one
- Life insurance
Investment Advisor Representative
Bright Industries —Lewisville, TX
- Mid-level
- Office
- Finance
Financial Advisor
First Command Financial Services, Inc. —Addison, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Advisor - Dallas
Brighton Jones —Dallas, TX
- Full-time
- CPA
- Data analysis skills
- Office
- Profit sharing
- Paid parental leave
Entry-Level | Part-Time to Full-Time | Hybrid (Remote + DFW)
Alpha Financial Group —Richardson, TX
- Part-time
- Hybrid work
- Background check
- No experience needed
- Organizational skills
Quick Apply
New Client Investment Consultant - Westlake, TX
Charles Schwab —Westlake, TX
- $28.37 an hour
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
9d
Wealth Advisor (Dallas)
SWBC —Dallas, TX
- Full-time
- Marketing
- Mid-level
- Finance
- Wellness program
- Health insurance
Financial Advisor - Dallas/Tyler
Thrivent —Dallas, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor/Wealth Manager - Dallas, TX
Florida Financial Advisors —Dallas, TX
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply

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financial advisor jobs near addison 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

financial advisor jobs in addison tx

Associate Advisor (Wealth Management)

Wealth Advisor

VP, Financial Consultant - Dallas, Texas (North)

Financial Sales Development - Finance

Wealth Advisor - PNC Wealth Management

Investment Counselor (Financial Advisor Alternative)

Financial Coach

Entry-Level Financial Advisor

Associate Wealth Advisor

Internal Sales Associate- September Start Date

Financial Aid Advisor

Internal Sales Associate -September Start Date

Investment Advisor Representative

Financial Advisor

Advisor - Dallas

Entry-Level | Part-Time to Full-Time | Hybrid (Remote + DFW)

New Client Investment Consultant - Westlake, TX

Wealth Advisor (Dallas)

Financial Advisor - Dallas/Tyler

Financial Advisor/Wealth Manager - Dallas, TX

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