Top 460 Financial consultant Jobs in Grapevine, Tx

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
Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)
Imperial Asset Management, LLC —Dallas, TX
- $175,000 - $300,000 a year
- Full-time
- Management
- Research
- Residential
Quick Apply
Entry Level - Wealth Management
Equitable Advisors —Fort Worth, TX
- Up to $125,000 a year
- Full-time
- Hybrid work
- CPA
- Bachelor's degree
- Mentoring
- Profit sharing
- Health savings account
Quick Apply
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
Financial Advisor
Edward Jones —Southlake, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Compliance Officer, Public Finance
NextStep Recruiting —Dallas, TX
- Full-time
- Office
- Analysis skills
- In-person
Quick Apply
1d
Corporate Trust Administrator – Dallas, TX
Zions Bancorporation —Dallas, TX
- 5 years
- Office
- Business development
- Paid holidays
- Health insurance
Wealth Management Advisor
Strittmatter Wealth Management Group, LLC —Fort Worth, TX
- $200,000 - $300,000 a year
- Full-time
- 5 years
- Public speaking
- Research
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Dallas, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Vice President of Financial Sales
Fisher Investments —Plano, TX
- Mid-level
- Office
- No travel
- Paid holidays
- Health insurance
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Financial Advisor
New York Life —Frisco, TX
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
1d
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Representative
Mutual of Omaha Advisors —Irving, TX
- Up to $96,000 a year
- Full-time
- Background check
- Classroom
- Up to 50% travel
- Paid holidays
- Health insurance
Quick Apply
13h
Build A Rewarding Career & Make A Difference : Financial Professional Opportunity At NYL
New York Life —Frisco, TX
- $50,000 - $127,000 a year
- Full-time
- Hybrid work
- No experience needed
- Business development
- Bachelor's degree
- Paid training
- Disability 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
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
Financial Advisor 3
Baylor Scott & White Health —Frisco, TX
- CPA
- Research
- Office
- Health insurance
- Tuition reimbursement

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financial consultant jobs near grapevine, tx

Senior Associate, Capital Markets - TX

Phoenix Energy One, LLC
Dallas, TX

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
In-person customer service
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Dallas, TX 75225 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial consultant jobs in grapevine, tx

Senior Associate, Capital Markets - TX

Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)

Entry Level - Wealth Management

Wealth Management Associate

Financial Advisor

Compliance Officer, Public Finance

Corporate Trust Administrator – Dallas, TX

Wealth Management Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Vice President of Financial Sales

Senior Estate Planning Professional

Financial Advisor

International Investment Counselor (US Based) - UK Clients

Financial Representative

Build A Rewarding Career & Make A Difference : Financial Professional Opportunity At NYL

Entry Level - Wealth Management Leadership Program

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

Financial Advisor 3

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