Top 1669 Senior advisor Jobs in Irving, 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
Senior Tax Expert – Retail
Intuit —Coppell, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Senior Tax Professional – In-Store
Intuit —Carrollton, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Senior Tax Expert – Retail
Intuit —Carrollton, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Senior Tax Professional – In-Store
Intuit —Lewisville, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Senior Tax Professional – In-Store
Intuit —Mansfield, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Senior Tax Professional – In-Store
Intuit —Mesquite, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Sr. Design Consultant
Wisenbaker Builder Services —Coppell, TX
- Full-time
- 7 years
- Bachelor's degree
- Senior level
Quick Apply
3d
Business Development Specialist
On-Target Supplies & Logistics, Ltd. —Dallas, TX
- $80,000 - $90,000 a year
- Marketing
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
5d
Senior Tax Expert – Retail
Intuit —Mansfield, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Director FP&A, Gx
McKesson —Irving, TX
- $135,800 - $226,400 a year
- Hybrid work
- CPA
- Office
- Finance
Senior Executive Assistant
Knowtion Health —Plano, TX
- $90,000 - $115,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Office
- Paid holidays
- Disability insurance
Senior Sales Executive
Texas Moving Co —The Colony, TX
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Office
- Mileage reimbursement
- Health savings account
Quick Apply
Senior Tax Expert – Retail
Intuit —Mesquite, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10d
Municipal Team Leader
Garver —Fort Worth, TX
- Call employer
- Bachelor's degree
- Mentoring
- Recruiting
- Wellness program
Quick Apply
Customer Contracts Manager
Waste Control Specialist LLC —Dallas, TX
- Full-time
- Hybrid work
- Background check
- Word processing
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
12h
Construction Controller - Dallas
NOW CFO —Dallas, TX
- Mid-level
- Analysis skills
- Leadership
Quick Apply
Senior Accountant
Vaco by Highspring —Irving, TX
- $90,000 - $105,000 a year
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Senior Counsel, Medical Risk Management
UT Southwestern —Dallas, TX
- Full-time
- Mentoring
- Senior level
- Leadership
- Paid parental leave
- Paid holidays
Senior Anaplan Solutions Architect
Liberty Mutual —Plano, TX
- $156,000 - $281,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- System design

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senior advisor jobs near irving, 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

senior advisor jobs in irving, tx

Associate Advisor (Wealth Management)

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Professional – In-Store

Senior Tax Professional – In-Store

Sr. Design Consultant

Business Development Specialist

Senior Tax Expert – Retail

Director FP&A, Gx

Senior Executive Assistant

Senior Sales Executive

Senior Tax Expert – Retail

Municipal Team Leader

Customer Contracts Manager

Construction Controller - Dallas

Senior Accountant

Senior Counsel, Medical Risk Management

Senior Anaplan Solutions Architect

I want to receive the latest job alert for senior advisor in irving, tx

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