Top 282 Financial planner Jobs in Frisco Tx

Investment Counselor (Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Representative
Northwestern Mutual —Frisco, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
Quick Apply
International Private Client Adviser (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health 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
Financial Sales Development - Finance
Mutual of Omaha Advisors —Dallas, TX
- Up to $98,000 a year
- Full-time
- Background check
- Classroom
- Up to 50% travel
- Paid holidays
- Health insurance
Quick Apply
Financial Services Representative - Plano, TX
Fidelity Investments —Plano, TX
- Full-time
- Office
- Entry level
- Paid training
2d
Financial Services Representative
NYL - DFW —Frisco, TX
- $75,000 - $90,000 a year
- Mid-level
- Analysis skills
- Financial services
- Opportunities for advancement
- Flexible schedule
Quick Apply
Financial Services Representative
Charles Schwab —Westlake, TX
- $26.01 an hour
- Weekends as needed
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Paid training
- Paid parental leave
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
Financial Advisor - Dallas/Tyler
Thrivent —Dallas, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
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
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
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
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
Vice President of Financial Sales
Fisher Investments —Plano, TX
- Full-time
- Mid-level
- Office
- No travel
- Paid holidays
- Health insurance
Financial Advisor with Sales Background
Barr District - New York Life —Frisco, TX
- $95,000 - $128,000 a year
- Full-time
- Hybrid work
- Business development
- Organizational skills
- Senior level
- Disability insurance
- Health insurance
Quick Apply
5d
Financial Planning Counselor
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Entry Level - Wealth Management Leadership Program
Equitable Advisors —Dallas, TX
- $24,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Coach
Centurion Crew FG —Richardson, TX
- $2,400 - $3,500 a month
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Professional development assistance
- Opportunities for advancement
Quick Apply

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financial planner jobs near frisco tx

Investment Counselor (Financial Advisor Alternative)

Fisher Investments -
Plano, TX

Apply Now

Job Details

Full-time

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance
401(k) matching

Qualifications

Customer relationship building
Investment client management
Experience practicing in the securities industry

Full Job Description

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

*
The Opportunity:*

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

*
The Day-to-Day:*

Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

2+ years of instilling trust and building client relationship within the finance industry
Series 65 (we will help you obtain upon starting)
Bachelor's degree or equivalent work experience
A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

financial planner jobs in frisco tx

Investment Counselor (Financial Advisor Alternative)

Financial Representative

International Private Client Adviser (US Based) - Canadian Clients

Financial Advisor – Development Program

Financial Sales Development - Finance

Financial Services Representative - Plano, TX

Financial Services Representative

Financial Services Representative

Financial Advisor/Wealth Manager - Dallas, TX

Financial Advisor - Dallas/Tyler

Investment Advisor Representative

International Investment Counselor (US Based) - UK Clients

International Investment Counselor (US Based) - Canadian Clients

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

Virtual Financial Advisor - Dallas - Hybrid

Vice President of Financial Sales

Financial Advisor with Sales Background

Financial Planning Counselor

Entry Level - Wealth Management Leadership Program

Financial Coach

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