Top 872 client advisor Jobs in fort worth tx

Entry Level - Wealth Management Leadership Program
Equitable Advisors —Fort Worth, TX
- Up to $125,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Bachelor's degree
- Profit sharing
- Health savings account
Quick Apply
8d
Seasonal Tax Associate – Retail
Intuit —Fort Worth, TX
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
4d
Seasonal Tax Associate - In-Store
Intuit —Fort Worth, TX
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
4d
Tax Support Associate – Retail
Intuit —Fort Worth, TX
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
4d
Financial Advisor
Edward Jones —Mansfield, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Part-Time Client Advisor, Clearfork
Louis Vuitton —Fort Worth, TX
- $21 - $23 an hour
- Part-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
9d
Beauty Advisor - Part Time
Sephora —Fort Worth, TX
- $18.00 - $20.50 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
8d
Experienced Automotive Service Advisor (Sign-On Bonus Available)
Grand Prairie Ford —Grand Prairie, TX
- $55,000 - $100,000 a year
- Full-time
- Bilingual
- Customer service
- Computer literacy
- Disability insurance
- Health insurance
Quick Apply
Senior Tax Expert – Retail
Intuit —Fort Worth, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Automotive Service Technician
Autobahn Imports LP —Fort Worth, TX
- $30 - $55 an hour
- Background check
- Clean driving record
- Dealership
- Paid training
- Paid time off
Quick Apply
Senior Tax Expert – Retail
Intuit —Arlington, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Experienced Tax Expert – In-Store
Intuit —Fort Worth, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Senior Tax Advisor – In-Store
Intuit —Arlington, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Senior Tax Advisor – In-Store
Intuit —Fort Worth, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Facilities Program Manager
All Pro Integrated Facility Management —N Richland Hills, TX
- $65,000 - $70,000 a year
- Full-time
- Customer service
- SQL
- Continuous improvement
- 401(k)
- Paid time off
Quick Apply
4d
Seasonal Tax Expert - In-Store
Intuit —Fort Worth, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Experienced Tax Expert – In-Store
Intuit —Arlington, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Tax Expert - TurboTax Store
Intuit —Arlington, TX
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
4d
Tax Professional – Retail
Intuit —Fort Worth, TX
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
4d
Tax Professional - TurboTax Store
Intuit —Fort Worth, TX
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
4d

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client advisor jobs near fort worth tx

Entry Level - Wealth Management Leadership Program

Equitable Advisors -
Fort Worth, TX

Quick Apply

Job Details

Full-time
Up to $125,000 a year
8 days ago

Benefits

Profit sharing
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program

Qualifications

CFP
Series 66
Series 7
Securities Industry Essentials
FINRA License
Life & Health Insurance License
Practicing in the securities industry

Full Job Description

Equitable Advisors Wealth Management Leadership Program

We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Wealth Management Advisor position to fast track their career. As an Equitable Advisors Financial Professional, you will:

Go through our Leadership Development School and learn how to build a book of business
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
Contact clients periodically to determine if there have been changes in their financial status
Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
Sell financial products and services including life insurance, annuities, and investment options
Begin the process of leading a team of Financial Advisors to help them achieve their goals

What it takes to be a Financial Advisor

A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance
Must be authorized to work in the United States
MBA, JD, CFP, CPA, or ChFC a plus

Benefits of working with Equitable Advisors

Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance most financial careers don't offer

You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Career opportunities are with Equitable Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, and Equal Opportunity Employer M/F/D/V.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay
Employee stock purchase plan
Profit sharing
Signing bonus
Yearly bonus

Job Type: Full-time

Pay: Up to $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Vision insurance

Ability to Commute:

Fort Worth, TX 76102 (Preferred)

Ability to Relocate:

Fort Worth, TX 76102: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Fort Worth, TX 76102

Quick Apply

Refine Your Search

client advisor jobs in fort worth tx

Entry Level - Wealth Management Leadership Program

Seasonal Tax Associate – Retail

Seasonal Tax Associate - In-Store

Tax Support Associate – Retail

Financial Advisor

Part-Time Client Advisor, Clearfork

Beauty Advisor - Part Time

Experienced Automotive Service Advisor (Sign-On Bonus Available)

Senior Tax Expert – Retail

Automotive Service Technician

Senior Tax Expert – Retail

Experienced Tax Expert – In-Store

Senior Tax Advisor – In-Store

Senior Tax Advisor – In-Store

Facilities Program Manager

Seasonal Tax Expert - In-Store

Experienced Tax Expert – In-Store

Tax Expert - TurboTax Store

Tax Professional – Retail

Tax Professional - TurboTax Store

I want to receive the latest job alert for client advisor in fort worth tx

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