Top 72 Wealth management advisor Jobs in Frisco Tx

Financial Consultant - Financial Solutions Branch (Westlake, TX)
Charles Schwab —Westlake, TX
- $74,400 - $113,900 a year
- 5 years
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
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
Wealth Management Trainee (TX)
Bankers Life —McKinney, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
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
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Financial Advisor- $60K – $150K+
New York Life —Frisco, TX
- $60,000 - $150,000 a year
- Full-time
- Military
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
12h
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
Wealth Management Associate
Equitable Advisors —Dallas, TX
- $24,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
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 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 Advisor - (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Cathay Bank —Plano, TX
- $64,480 a year
- Full-time
- English
- Mid-level
- Business development
- Health savings account
- Disability insurance
Quick Apply
Director, Wealth Client Relationship Manager
TIAA —Frisco, TX
- $114,000 - $130,000 a year
- Online Application
- Research
- Office
- Business development
9d
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —McKinney, TX
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Financial Planner
Cain Watters & Associates, LLC —Frisco, TX
- Full-time
- Hybrid work
- CPA
- Urgent Care
- Office
- Paid parental leave
- Health savings account
Quick Apply
Investment Management Consultant II - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Planning Consultant - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Residential
- Senior level
- Communication skills
Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market
Bank of America —Frisco, TX
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
11d
Senior Financial Advisor
First Horizon Bank —Dallas, TX
- Mid-level
- Business development
- Bachelor's degree
- Wellness program
- Health savings account

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wealth management advisor jobs near frisco tx

Financial Consultant - Financial Solutions Branch (Westlake, TX)

Charles Schwab -
Westlake, TX

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Job Details

$74,400 - $113,900 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

The Financial Solutions Branch (FSB) is a segment of the Wealth & Centralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, provides a full wealth management experience, and introduces clients to additional Schwab services as their needs evolve.

FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab.

Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success.

As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey.

Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform.

When meeting with clients you will:

Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs.
Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

We place a premium on high performance, quality service and the ability to implement our strategy.

What you have

Required Qualifications:

Active FINRA Series 7 license
Series 66 (63/65) license
Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment)

Preferred Qualifications:

Minimum of 5 years of financial experience
Entrepreneurial and a self-starter mentality
Polished and persuasive interpersonal and verbal/ written communication skills
Able to quickly learn new technology and use a variety of data and systems
Open to ongoing coaching and development to achieve positive client outcomes and career aspirations
Strong time management skills and productivity; ability to successfully balance competing priorities
Learning mentality, as you gain an understanding of all the products and services at Schwab
Extensive Schwab network to best address client concerns

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

wealth management advisor jobs in frisco tx

Financial Consultant - Financial Solutions Branch (Westlake, TX)

Financial Representative

Wealth Management Trainee (TX)

Financial Advisor/Wealth Manager - Dallas, TX

Wealth Advisor

Financial Advisor- $60K – $150K+

Wealth Management Associate

Wealth Management Associate

Entry Level - Wealth Management Leadership Program

Financial Representative

Financial Advisor - (Career Changers Encouraged to Apply!)

Financial Advisor

Director, Wealth Client Relationship Manager

Associate Wealth Advisor

Premier Client Banker - PNC Wealth Management

Financial Planner

Investment Management Consultant II - Westlake, TX

Financial Planning Consultant - Westlake, TX

Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market

Senior Financial Advisor

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