Top 28 Financial planner Jobs in Mcallen, Tx

Financial Advisor - South Texas
Cornerstone Financial Strategies —Mission, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor - Registration Candidate - McAllen Area
Bank of America —McAllen, TX
- Full-time
- Background check
- Spanish
- Writing skills
- Opportunities for advancement
Financial Solutions Advisor - McAllen Area
Bank of America —McAllen, TX
- Full-time
- Background check
- Spanish
- Writing skills
Financial Advisor Assistant
Allstate Financial Services - Mariel Nevarez —McAllen, TX
- $15 - $20 an hour
- Full-time
- Hybrid work
- Spanish
- English
- Financial services
- Work from home
- Opportunities for advancement
Quick Apply
Voya Financial Edinburg
Voya Financial Advisors —Edinburg, TX
- Full-time
- Mid-level
- 403(b)
Wealth Management Senior Trust Officer
LONE STAR NATIONAL BANK —McAllen, TX
- Spanish
- English
- Office
Exclusive Financial Associate - Registered Representative
Allstate Financial Services - Mariel Nevarez —McAllen, TX
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- On-the-job training
- Work from home
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Solutions Advisor - Registration Candidate - McAllen Area
Bank of America —McAllen, TX
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
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financial planner jobs near mcallen, tx

Financial Advisor - South Texas

Cornerstone Financial Strategies
Mission, TX

Quick Apply

Job Details

Benefits

Health insurance
Dental insurance
Vision insurance
Life insurance
Retirement plan

Qualifications

Investment
Business development management
Spanish
Financial sales
Customer relationship building
Bachelor of Science
Professional ethics
Client rapport building
Disability insurance sales
No experience needed
English
Managing financial planning clients
Bachelor's degree
Task prioritization
Risk management
Sales development
Financial goal setting advisory services
Community relationship building
Estate planning
Market development strategies
Entry level
Under 1 year

Full Job Description

Looking for a career change or to grow your success?

Become a Financial Advisor

At Opes One, you'll be part of a Financial Services Team which allows you the freedom to provide solutions for clients from a strong portfolio of innovative financial products/strategies. You'll have access to advanced technology tools and in-depth training, and a resource network so you can focus on activities that get results.

Our highly qualified team of professionals provides specialized expertise in areas including risk management, disability insurance, life insurance, retirement savings, investments, business succession planning, and estate planning. You will have the chance to help others turn their financial dreams into reality and make a positive impact on the lives of your associates and your community.

What sort of responsibilities should a person in this position expect?

We seek people interested in constantly expanding their skill set and developing their potential.
You will be required to show initiative in prioritizing tasks and carrying them through to completion.
With our guidance, you will set and attain your own financial objectives.
You will collaborate with other successful agents in our firm to help build your client base.
You should be able to develop strong business relationships throughout the community.

What qualifications are we looking for in a person?

Strong market development and networking skills
Self-motivated, disciplined and goal-oriented
A strong verbal, written, and interpersonal communicator with demonstrated success in building new relationships
Exhibits a commitment to professionalism, honesty, and a strong work ethic
BA, BS, and/or graduate degree or equivalent work experience
Sales experience ideal
Financial Industry or insurance experience not required, but must be able to obtain appropriate license(s)
Bi-lingual a plus (Spanish & English)
Must be a US Citizen or Permanent Resident only

Anticipated Income: $65,000K - $150,000K

Results-driven compensation, and access to a competitive benefits package including medical, dental, vision, life, disability, and retirement plans are available for qualified Financial Services Consultants. Management, and Senior Management opportunities available with performance.

If you want to take your income and personal growth to the next level, apply today!

Quick Apply

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financial planner jobs in mcallen, tx

Financial Advisor - South Texas

Financial Solutions Advisor - Registration Candidate - McAllen Area

Financial Solutions Advisor - McAllen Area

Financial Advisor Assistant

Voya Financial Edinburg

Wealth Management Senior Trust Officer

Exclusive Financial Associate - Registered Representative

Relationship Manager – Private Wealth & Tax Solutions

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