Top 2440 Finance Jobs in Dallas Tx

Investment Advisor Representative
Candor Wealth Management —Dallas, TX
- $96,000 - $144,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Paid training
- 401(k)
Quick Apply
3d
Closely Held Business Advisor III - PNC Private Bank
PNC Financial Services Group —Dallas, TX
- $91,000 - $202,800 a year
- Full-time
- CPA
- Sales
- 5 years
- Wellness program
- Health savings account
14d
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
Financial Planning & Admin Analyst
GCC —Dallas, TX
- $95,000 - $105,000 a year
- Full-time
- Oracle
- 5 years
- Office
- Disability insurance
- Health insurance
Quick Apply
2d
Commercial Credit Analyst
Spectra Bank —Dallas, TX
- $50,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
12d
2027 Entry Level Finance Analyst in Finance Leadership Development Program
Caterpillar —Irving, TX
- $81,370 - $122,060 a year
- Full-time
- Pass drug screening
- Office
- Finance
- Health savings account
- Paid holidays
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —Dallas, TX
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
4d
Financial Analyst III
Siemens —Plano, TX
- $84,000 - $151,200 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Finance
2027 Launch Graduate Program: FP&A Analyst
Momentum —Dallas, TX
- Full-time
- Microsoft Excel
- Office
- Finance
- Paid holidays
- Disability insurance
Compliance | Analyst | Dallas
Goldman Sachs —Dallas, TX
- Microsoft Outlook
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
9d
Career Accelerator Program - Financial Planning Analyst
Texas Instruments —Dallas, TX
- Office
- Finance
- Analysis skills
2d
Financial Services Representative - Plano, TX
Fidelity Investments —Plano, TX
- Full-time
- Office
- Entry level
- Paid training
2d
Fraud Associate I
JPMorganChase —Plano, TX
- Full-time
- Computer literacy
- Mid-level
- 2 years
- Health insurance
- Tuition reimbursement
2d
2027 | Americas | Dallas | Transaction Banking (TxB), Coverage | Summer Analyst
Goldman Sachs —Dallas, TX
- Seasonal
- Office
- Internship
- Entry level
Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate
Goldman Sachs —Dallas, TX
- English
- Mid-level
- Office
- Disability insurance
- Health insurance
Financial Analyst 1
WCL Group —Plano, TX
- $33 an hour
- Full-time
- Office
- Bachelor's degree
- Accounting
Global Financial Crimes KYC Controls Associate
Morgan Stanley —Dallas, TX
- $85,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- SQL
Virtual Banker I - Plano, TX
JPMorganChase —Plano, TX
- Full-time
- Hospitality
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
2d
Financial Analyst II
UT Southwestern —Dallas, TX
- Full-time
- Microsoft Word
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Fraud Manager, Client Services
Louis Vuitton —Irving, TX
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- 3 years
- Disability insurance
- Health insurance

I want to receive the latest job alert for finance in dallas tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance jobs near dallas tx

Investment Advisor Representative

Candor Wealth Management
Dallas, TX

Quick Apply

Job Details

Full-time
$96,000 - $144,000 a year
3 days ago

Benefits

Paid training
401(k)
Paid time off

Qualifications

Financial sales
Computer literacy
Integrity
Microsoft Office
Entrepreneurship
Relationship management
Working with clients
Series 65
Coachability

Full Job Description

This is a unique opportunity for an individual with excellent communication, organizational, and relationship building skills to join the Candor Wealth Management team as an experienced Investment Advisor Representative.

As an Investment Advisor Representative, you will work with individuals and families to provide investment advice, manage portfolios, and execute client securities trades through Charles Schwab.

Location: Onsite M-F, 8am – 5pm

What You Will Be Expected to Do:

Assist clients with achieving and maintaining financial security by providing financial advice and matching solutions with clients’ needs and goals
Develop rapport with clients and foster trusted long-term relationships
Utilize the Apex Advisor Mastermind marketing, sales, and client acquisition program (training provided) to attract and onboard new clients
Demonstrate knowledge of Candor Wealth Management products, services, and financial market trends
Provide dedicated and focused client experiences
Perform Chief Compliance Officer (CCO) duties (training provided)

What You Can Expect:

If selected for this position you can expect to receive a competitive salary including base + bonus potential. Benefits include 2 weeks’ paid time off and a 401k plan. You will also enjoy a collaborative work environment where we celebrate success and hold one another accountable for results.

What We Are Looking For:

3-7+ years’ financial services experience required; client-facing experience preferred
Series 65 required OR strong experience + Series 7 and willingness to obtain Series 65
Entrepreneurial, competitive, and coachable
Client-focused: strong communication and effective relationship management skills
Proactive demeanor, strong initiative, honesty, and integrity
Ability to maintain strict confidentiality of sensitive information and communications
Computer proficiency with Microsoft Excel, Outlook, and CRM software

In addition, the selected candidate must present themselves in a professional manner and be extremely articulate with the ability to multi-task and work in a fast-paced, small office environment.

Residents in and around the Dallas and Fort Worth, Texas, region know they can count on Markus Byrd CFS® at Candor Wealth Management to do everything in his power to help grow and protect their assets. With a full complement of securities licensing, Candor provides clients both personalized retirement plans and hands-on money management expertise for those looking toward maximizing their retirement years.

Unlike the experience they find at many corporate financial behemoths, Markus Byrd’s clients know he personally enacts the transactions they agree on, and also that he is available for them to contact even when he is traveling or on vacation. Candor knows financial services do not come with a one-size-fit-all solution.

https://candorwm.com/

EQUAL OPPORTUNITY EMPLOYER

Pay: $96,000.00 - $144,000.00 per year

Benefits:

401(k)
Paid time off
Paid training

Application Question(s):

Why should we consider you for this IAR position @ Candor Wealth Management? Thank you for your interest!

Experience:

financial services: 3 years (Preferred)

License/Certification:

Series 65 (Preferred)
Series 7 AND willingness to obtain Series 65 (Preferred)

Ability to Commute:

Dallas, TX 75254 (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in dallas tx

Investment Advisor Representative

Closely Held Business Advisor III - PNC Private Bank

Virtual Financial Advisor - Dallas - Hybrid

Financial Planning & Admin Analyst

Commercial Credit Analyst

2027 Entry Level Finance Analyst in Finance Leadership Development Program

Special Agent: Accounting/Finance Background

Financial Analyst III

2027 Launch Graduate Program: FP&A Analyst

Compliance | Analyst | Dallas

Career Accelerator Program - Financial Planning Analyst

Financial Services Representative - Plano, TX

Fraud Associate I

2027 | Americas | Dallas | Transaction Banking (TxB), Coverage | Summer Analyst

Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate

Financial Analyst 1

Global Financial Crimes KYC Controls Associate

Virtual Banker I - Plano, TX

Financial Analyst II

Fraud Manager, Client Services

I want to receive the latest job alert for finance in dallas tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected