Top 441 Financial planner Jobs in Irving, Tx

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
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
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Wealth Management Trainee (TX)
Bankers Life —Grand Prairie, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Consultant - Financial Solutions Branch
Charles Schwab —Westlake, TX
- $74,400 - $113,900 a year
- 5 years
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
2d
Associate Financial Planner
Cain Watters & Associates, LLC —Frisco, TX
- $65,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- Urgent Care
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Advice Consultant - Workplace Branch
Charles Schwab —Westlake, TX
- $74,300 - $125,400 a year
- Mid-level
- Office
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
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
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
9d
Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX
Fidelity Investments —Roanoke, TX
- Full-time
- Entry level
Director, Financial Planning
Edelman Financial Engines, LLC —Dallas, TX
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Planning Consultant - Southlake, TX
Fidelity Investments —Southlake, TX
- Full-time
- Mid-level
- Office
- Mentoring
5d
PWM Wealth Strategist
U.S. Bank National Association —Dallas, TX
- $159,970 - $188,200 a year
- Full-time
- CPA
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
5d
Financial Advisor - Fort Worth, TX
Florida Financial Advisors —Fort Worth, TX
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- 401(k)
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
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
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
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
5d
Financial Advisor - Dallas/Tyler
Thrivent —Dallas, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Fort Worth, TX
- $24,000 - $125,000 a year
- Choose your own hours
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply

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financial planner jobs near irving, tx

Entry Level - Wealth Management

Equitable Advisors -
Fort Worth, TX

Quick Apply

Job Details

Full-time
Up to $125,000 a year

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
Experience practicing in the securities industry

Full Job Description

Equitable Advisors Wealth Management

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

financial planner jobs in irving, tx

Entry Level - Wealth Management

Financial Consultant - Financial Solutions Branch (Westlake, TX)

Virtual Financial Consultant

Wealth Management Trainee (TX)

Financial Consultant - Financial Solutions Branch

Associate Financial Planner

Advice Consultant - Workplace Branch

Financial Planner/Advisor (Remote)

New Client Investment Consultant - Westlake, TX

Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX

Director, Financial Planning

Planning Consultant - Southlake, TX

PWM Wealth Strategist

Financial Advisor - Fort Worth, TX

Financial Advisor/Wealth Manager - Dallas, TX

Associate Advisor (Wealth Management)

Senior Associate, Capital Markets - TX

Executive Assistant to Financial Advisor

Financial Advisor - Dallas/Tyler

Wealth Management Associate – Retirement Benefits Group

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