Top 421 Financial advisor Jobs in Grapevine Tx

Associate Advisor (Wealth Management)
Peak American Financial Companies, Inc. —Plano, TX
- $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Executive Assistant to Financial Advisor
Confidential Financial Services —Grapevine, TX
- $50,000 - $70,000 a year
- Urgently hiring
- Hybrid work
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
Quick Apply
5h
Financial service Agent(Hybrid)
Blue Print Sucess Network —Arlington, TX
- $20,000.00 - $60,573.44 a year
- Part-time
- Hybrid work
- Analysis skills
- Accounting
- Entry level
Quick Apply
Financial Advisor
Edward Jones —Fort Worth, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Financial Advisor
Edward Jones —Southlake, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Thrivent Financial —Dallas-Fort Worth, TX
- From $100,000 a year
- Full-time
- Background check
- Office
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial Advisor Development Opportunity
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Frisco, TX
- $60,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Sales
- Health savings account
- Health insurance
Quick Apply
Participant Services Specialist – Stock Plan Support
Charles Schwab —Westlake, TX
- $28.65 - $35.82 an hour
- Monday to Friday
- Hybrid work
- Finance
- Bachelor's degree
- In-person
- Paid parental leave
- Employee stock purchase plan
7d
Associate Wealth Advisor
Focus Financial Partners —Southlake, TX
- $75,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Associate Wealth Advisor
Focus Partners Wealth —Southlake, TX
- $75,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
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
New Client Investment Consultant - Westlake, TX
Charles Schwab —Westlake, TX
- $28.37 an hour
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
4d
Investment Management Consultant II - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Irving, TX
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Entry-Level Financial Advisor
Texas National Financial Group —Fort Worth, TX
- $50,000 - $90,000 a year
- Hybrid work
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial Planner/Advisor (Remote)
Melanin Money —Dallas, TX
- $78,000 - $85,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Paid holidays
- Paid time off
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Ron Mathai - State Farm Agent —Irving, TX
- $80,000 - $110,000 a year
- Full-time
- Analysis skills
- 1 year
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Financial Planning Consultant - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Residential
- Senior level
- Communication skills

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financial advisor jobs near grapevine tx

Associate Advisor (Wealth Management)

Peak American Financial Companies, Inc. -
Plano, TX

Quick Apply

Job Details

Full-time
$150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Client database systems
Sales management systems proficiency
Financial needs assessment
CRM system proficiency

Full Job Description

Associate Advisor (Financial Services)

Career Path to Financial Advisor

Career Progression

Associate Advisor → Financial Advisor → Senior Financial Advisor → Senior Wealth Manager

About the Role

Peak American Investment Advisors is seeking an ambitious Associate Advisor looking to build a long-term career in wealth management. This role is designed for financial professionals who want to become a lead Financial Advisor while learning directly from experienced advisors and working with affluent clients.

Unlike traditional sales roles focused primarily on outbound prospecting, the majority of your time will be spent speaking with individuals who have already expressed interest in our services and scheduled meetings with our team. Your role is to conduct brief qualification conversations, understand each prospective client's situation, and ensure they are routed to the appropriate Financial Advisor for a productive consultation.In addition, you will have access to thousands of prospective client records and opportunities to proactively generate additional appointments for our advisory team.

Key Responsibilities

Conduct qualification calls with prospective clients who have already scheduled appointments
Evaluate client fit, financial complexity, and service needs
Route qualified prospects to the appropriate Financial Advisor based on client profile and needs
Confirm appointment readiness and improve advisor meeting quality
Identify opportunities to schedule additional consultations from existing prospect databases
Maintain accurate client notes and records within CRM systems
Collaborate closely with Financial Advisors to maximize client conversion rates
Consistently achieve appointment-setting and qualification KPIs
Deliver a professional, consultative client experience throughout the discovery process
Help drive firm growth through efficient lead management and client engagement

Compensation

Base Salary: $60,000 annually (guaranteed and does not decrease)
Bonus paid for every qualified appointment that is set and held
Additional bonus paid for appointments that convert into clients
Strong earning potential tied directly to performance and client outcomes

Career Path

This role is intentionally designed as a feeder system into our Financial Advisor career track. Successful Associate Advisors who consistently achieve performance metrics and demonstrate advisory aptitude will have the opportunity to advance into:

Financial Advisor
Senior Financial Advisor
Senior Wealth Manager

This position offers a clear and structured path toward a long-term advisory career within a growing wealth management organization.

Qualifications

2+ years of experience as:
Associate Advisor or Account Executive within financial services
Internal Wholesaler
Financial Advisor
Related financial sales or client-facing role
Active Series 65 or 66 license required
Strong consultative communication and discovery skills
Ability to quickly assess client needs and qualification criteria
Experience working with CRM systems and managing prospect pipelines
Self-motivated, organized, and goal-oriented
Desire to build a long-term career as a Financial Advisor

Ideal Candidate

Enjoys client conversations and relationship building
Thrives in a fast-paced, KPI-driven environment
Wants a defined path into wealth management and financial planning
Comfortable balancing inbound qualification calls with proactive appointment generation
Excited to contribute to a high-growth advisory firm

Pay: $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off

Application Question(s):

Do you have a Series 65 or Series 66 License (Required)?

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in grapevine tx

Associate Advisor (Wealth Management)

Executive Assistant to Financial Advisor

Financial service Agent(Hybrid)

Financial Advisor

Registered Branch Associate

Financial Advisor

Wealth Management Associate

Financial Advisor

Financial Advisor Development Opportunity

Participant Services Specialist – Stock Plan Support

Associate Wealth Advisor

Associate Wealth Advisor

Financial Consultant - Financial Solutions Branch (Westlake, TX)

New Client Investment Consultant - Westlake, TX

Investment Management Consultant II - Westlake, TX

Financial Advisor - PNC Wealth Management

Entry-Level Financial Advisor

Financial Planner/Advisor (Remote)

Financial Services Representative - State Farm Agent Team Member

Financial Planning Consultant - Westlake, TX

I want to receive the latest job alert for financial advisor in grapevine tx

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