Top 389 Financial consultant Jobs in Dallas, Tx

Fiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Dallas, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
11d
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
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
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)
Imperial Asset Management, LLC —Dallas, TX
- $175,000 - $300,000 a year
- Full-time
- Management
- Research
- Residential
Quick Apply
Financial Legacy Consultant — Training Provided
The Purposeful Plan —Dallas, TX
- $28,000 - $65,000 a year
- Part-time
- Hybrid work
- 18 years or older
- No experience needed
- Entry level
Quick Apply
1d
Financial Advisor
Lifetime Wealth Management, P.C. —Rockwall, TX
- Full-time
- 5 years
- Business development
- Senior level
- Dental insurance
- Paid time off
Quick Apply
Retirement Income Consultant
TIAA —Frisco, TX
- $68,800 - $83,800 a year
- Online Application
- Mid-level
- Business development
- Negotiation
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Financial Advisor – Development Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Frisco, TX
- $75,000 - $175,000 a year
- Full-time
- Hybrid work
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
2d
Associate Financial Advisor
Edward Jones —Plano, TX
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Virtual Financial Advisor - Dallas - Hybrid
Thrivent —Dallas, TX
- $23.80 - $26.45 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Client Relationship Manager
TIAA —Dallas, TX
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Financial Advisor
Edward Jones —Sunnyvale, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Advisor
Thrivent Financial —Dallas-Fort Worth, TX
- From $100,000 a year
- Full-time
- Background check
- Office
- US work authorization
- Paid training
- Health savings account
Quick Apply

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Fiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside

Trajan Wealth -
Dallas, TX

Quick Apply

Job Details

Full-time
$100,000 - $300,000 a year
11 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Professional ethics
Sales management systems proficiency
CRM system proficiency
Productivity software
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Dallas Metro.

This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.

Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

As your market expands, you gain access to a platform designed to accelerate your growth:

In-house marketing agency (radio, TV, seminars, digital)
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
A proven, repeatable sales process
Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties and Responsibilities

Lead Educational Seminars

Host and present retirement and financial planning seminars within the DFW area.
Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
Convert seminar attendees into long-term client relationships through a proven and repeatable process

Expand and Grow the Market

Serve as a lead representative of Trajan Wealth in the DFW area, building brand presence and trust locally
Expand a client base through seminars, referrals, and strategic community engagement
Scale a local advisory practice as part of Trajan's national growth strategy
Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations
Help clients make informed decisions and remain confident in their financial future across all market environments

Collaborate with Internal Teams

You're supported by a platform built to help you win.
Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities

Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice

Qualifications

Clean BrokerCheck / U4 record
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
TX Life and Annuity license
5+ years of financial advisory or investment experience
Strong presentation skills
Experience working with retirement planning clients
Minimum 3 years of experience using a CRM system
Proficiency in Microsoft Office
Excellent written and verbal communication abilities
Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

W2 position with a $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation.
401k with matching up to 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Quick Apply

Refine Your Search

financial consultant jobs in dallas, tx

Fiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside

Senior Associate, Capital Markets - TX

Financial Advisor/Wealth Manager - Dallas, TX

Senior Estate Planning Professional

Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)

Financial Legacy Consultant — Training Provided

Financial Advisor

Retirement Income Consultant

Wealth Advisor

Virtual Financial Consultant

Financial Advisor – Development Program

Associate Financial Advisor

Registered Branch Associate

Virtual Financial Advisor - Dallas - Hybrid

Wealth Management Client Relationship Manager

Financial Advisor

Wealth Management Associate

International Investment Counselor (US Based) - UK Clients

International Investment Counselor (US Based) - Canadian Clients

Financial Advisor

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