Top 701 Financial services Jobs in Dallas, Tx

Independent Financial Advisor
Anand Financial Advisors —Dallas, TX
- $50,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Professional development assistance
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
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
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
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
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
Sr. Universal Banker - Dallas, TX
BankUnited, N. A. —Dallas, TX
- Mid-level
- Office
- High school diploma or GED
Retirement Income Consultant
TIAA —Frisco, TX
- $68,800 - $83,800 a year
- Online Application
- Mid-level
- Business development
- Negotiation
Wealth Management Advisor - Associate
NHR Holdings —Irving, TX
- $60,000.00 - $91,371.84 a year
- Full-time
- Hybrid work
- No experience needed
- Finance
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
1d
Relationship Manager - Multinational Clients, Corporate Banking
ICICI Bank Limited, New York Branch —Plano, TX
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
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
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
Financial Advisor
Edward Jones —Sunnyvale, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Senior Trust Officer
The MOHR Enterprises LLC —Dallas, TX
- $130,000 - $145,000 a year
- 8 years
- Senior level
- Communication skills
Quick Apply
Financial Advisor
Edward Jones —North Richland Hills, 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

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financial services jobs near dallas, tx

Independent Financial Advisor

Anand Financial Advisors
Dallas, TX

Quick Apply

Job Details

Full-time
$50,000 - $200,000 a year

Benefits

Professional development assistance

Qualifications

Life Insurance License
Series 66
Series 7
Bank experience
Financial services
Series 65
Experience practicing in the securities industry
Series 63

Full Job Description

POSITION OVERVIEW

Anand Financial Advisors (AFA) is expanding into the Dallas/Irving area and looking for one experienced financial advisor ready to go independent and build something of their own.

This isn't a book-transfer role and it isn't a referral-fee arrangement. You bring your production history and client relationships; AFA brings the independent platform, the brand, the in-house model portfolios, and the back-office support to launch and run a real office. You build the practice. We build the platform around you.

If you're a producer at a bank, wirehouse, or another W2 shop who's hit the ceiling on payout, product shelf, or how you're allowed to run your book, this is the move.

KEY RESPONSIBILITIES (in order of priority)

Transition and grow your existing book — move your client relationships onto an independent platform, branded under AFA, with minimal disruption to clients
Lead the build-out and day-to-day operation of AFA's new Dallas/Irving area office — you're not joining an established branch, you're standing one up
Develop new business in the local market — Dallas, Irving, Arlington, Fort Worth — leveraging AFA's existing HNW/UHNW positioning and your own network
Utilize AFA's five in-house model portfolios and investment philosophy as your core platform, while maintaining flexibility for client-specific planning
Recruit and develop additional advisors or support staff as the office grows past you
Partner directly with AFA's founder on office strategy, target client segments, and eventual equity/leadership structure for the location

QUALIFICATIONS

Currently producing as a financial advisor (bank platform, wirehouse, or similar W2/captive environment) — minimum 2 years
Active Series 7 and 66 (or 65/63), plus applicable life/health insurance licenses
Clean U4 — no disclosures that would complicate an Osaic affiliation
Demonstrated production — $5-10M+ in AUM or $100,000+ in Revenue
CFP, ChFC, or other planning credential a plus, not required

IDEAL CANDIDATE TRAITS

Entrepreneurial — wants ownership and upside, not just a bigger paycheck at the same job
Frustrated with captive-platform limits: proprietary product pushes, payout caps, lack of control over how you serve clients
Wants to go independent but doesn't want to figure out compliance, technology, and back-office alone
Local roots or strong ties to the Dallas / Irving / Arlington/ Forth Worth area
Building-minded — thinking in years, not just the next 12 months

WHAT AFA OFFERS

Industry-leading grid payout
Full transition support: licensing, ACAT account transfers, marketing, branding under AFA
Access to AFA's proprietary model portfolios and nine-year zero-client-loss retention track record as a selling point to your own clients
Real path to office leadership as the location grows, not just a desk

Pay: $50,000.00 - $200,000.00 per year

Benefits:

Professional development assistance

Experience:

Financial services: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial services jobs in dallas, tx

Independent Financial Advisor

Financial Advisor/Wealth Manager - Dallas, TX

International Investment Counselor (US Based) - Canadian Clients

Senior Estate Planning Professional

Senior Associate, Capital Markets - TX

Virtual Financial Consultant

Wealth Advisor

Virtual Financial Advisor - Dallas - Hybrid

Wealth Management Client Relationship Manager

Sr. Universal Banker - Dallas, TX

Retirement Income Consultant

Wealth Management Advisor - Associate

Relationship Manager - Multinational Clients, Corporate Banking

Registered Branch Associate

Financial Representative

Financial Representative / Financial Advisor

Financial Advisor

Senior Trust Officer

Financial Advisor

Wealth Management Associate

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