Top 114 Wealth management advisor Jobs in Allen, Tx

Associate Financial Advisor
Edward Jones —Plano, TX
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Financial Representative
Northwestern Mutual —Allen, TX
- $98,000 - $120,000 a year
- Full-time
- Hospitality
- Sales
- Business development
- Health savings account
- Disability insurance
Quick Apply
14d
Premier Client Financial Advisor - PNC Wealth Management
PNC Financial Services Group —McKinney, TX
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account
11d
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
Personal Financial Planning Analyst
NHR Holdings —Irving, TX
- $55,000.00 - $87,300.70 a year
- Part-time
- Hybrid work
- No experience needed
- Finance
- Analysis skills
Quick Apply
3d
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Financial Professional (Sales & Marketing)
Equitable Advisors —Dallas, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Associate – LCElite Program (Sales & Leadership Track)
Lemnis Capital —Richardson, TX
- $30,000 - $100,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
Wealth Management Client Relationship Manager
TIAA —Dallas, TX
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Wealth Management Associate
Equitable Advisors —Dallas, TX
- $24,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Lifetime Wealth Management, P.C. —Rockwall, TX
- Full-time
- 5 years
- Business development
- Senior level
- Dental insurance
- Paid time off
Quick Apply
Financial Representative / Financial Advisor
Northwestern Mutual —Dallas-Fort Worth, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- No experience needed
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
14d
Financial Representative
Northwestern Mutual —Dallas, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
Quick Apply
14d
Financial Representative
Northwestern Mutual —Dallas, TX
- $98,000 - $120,000 a year
- Full-time
- Hospitality
- Sales
- Business development
- Health savings account
- Disability insurance
Quick Apply
14d
Financial Representative
Northwestern Mutual —Richardson, TX
- $98,000 - $120,000 a year
- Full-time
- Hospitality
- Sales
- Business development
- Health savings account
- Disability insurance
Quick Apply
14d
Financial Advisor - (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Financial services
- Disability insurance
- Health insurance
Quick Apply
7d
Financial Advisor (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Representative (Career Changers Encouraged to Apply)
Northwestern Mutual —Rockwall, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
Quick Apply
14d
J.P. Morgan Wealth Management - Market Director of Wealth - North Texas Metro
JPMorganChase —Plano, TX
- Full-time
- Up to 50% travel
- 5 years
- Supervising experience
- Health insurance
- Tuition reimbursement
14d
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research

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Associate Financial Advisor

Edward Jones -
Plano, TX

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Financial planning software
Research

Full Job Description

This job posting is anticipated to remain open for 30 days, from 29-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.

As an associate financial advisor at Edward Jones, you’ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes.

What you’ll do

Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long‑term priorities
Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience

What experience you’ll need

A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment
Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations
Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully sponsored and supported by Edward Jones
Comfort learning and applying financial planning software and digital engagement tools

What could set you apart

Partial securities licensing (such as the SIE exam) is a genuine plus - but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you
3–5 years of experience in financial services, investment advisory or wealth management
CFP® (Certified Financial Planner) designation or active progress toward it
Familiarity with financial planning tools such as MoneyGuide or Salesforce

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As a salaried professional, you can also expect…

A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.

Apply Now

Refine Your Search

wealth management advisor jobs in allen, tx

Associate Financial Advisor

Financial Representative

Premier Client Financial Advisor - PNC Wealth Management

Financial Advisor/Wealth Manager - Dallas, TX

Personal Financial Planning Analyst

Wealth Advisor

Financial Professional (Sales & Marketing)

Wealth Management Associate – LCElite Program (Sales & Leadership Track)

Wealth Management Client Relationship Manager

Wealth Management Associate

Financial Advisor

Financial Representative / Financial Advisor

Financial Representative

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Financial Representative

Financial Advisor - (Career Changers Encouraged to Apply!)

Financial Advisor (Career Changers Encouraged to Apply!)

Financial Representative (Career Changers Encouraged to Apply)

J.P. Morgan Wealth Management - Market Director of Wealth - North Texas Metro

Associate Wealth Advisor

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