Top 106 Home solutions advisor Jobs in Mckinney, Tx

Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Residential HVAC Service & Sales Technician
A Star Heat and Air, Inc. —Dallas, TX
- $65,000 - $150,000 a year
- Full-time
- Clean driving record
- Mid-level
- Residential
- Fuel card
- Paid holidays
Quick Apply
Insurance Sales Advisor - Warm Leads
C1 Insurance Group —Dallas, TX
- From $48,000 a year
- Full-time
- No experience needed
- Office
- Organizational skills
- Paid training
- Paid holidays
Quick Apply
Senior Tax Accountant
Trinity Consultants —Dallas, TX
- Full-time
- Hybrid work
- CPA
- 5 years
- ERP systems
- Health insurance
- 401(k)
Quick Apply
12d
Financial Advisor
Edward Jones —Frisco, 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
SAP Technical Developer
Summit Utilities Inc —Texas
- Full-time
- Remote
- Computer science
- Azure
- Computer Science
- Health insurance
- Vision insurance
Quick Apply
Financial Advisor
Edward Jones —Cross Roads, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Supervisor - SAP, EAM/FSM
Summit Utilities Inc —Texas
- Full-time
- Remote
- Computer science
- Azure
- Computer Science
- Health insurance
- Vision insurance
Quick Apply
Comfort Advisor/Sales Consultant - Dallas
Fresh Air Home Services - Air Duct Cleaning —Dallas, TX
- $75,000 - $120,000 a year
- Full-time
- Spanish
- Clean driving record
- English
Quick Apply
1d
In-Store Marketing Specialist
ARS-Rescue Rooter —Carrollton, TX
- $18 - $30 an hour
- Weekends as needed
- Background check
- Ability to walk for extended periods
- Residential
- Paid training
- Health savings account
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
11d
Independent Sales Associate
THWS Holdings LLC/DBA Anchor Benefit Advisors —Texas
- $78,000 - $105,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Entry level
- Work from home
- Flexible schedule
Quick Apply
Multi-Line Claim Specialist – National Accounts (High Exposure / Litigation Focus)
CCMSI —Dallas, TX
- $100,000 - $125,000 a year
- Full-time
- Spanish
- Analysis skills
- Mentoring
- Paid holidays
- Disability insurance
1d
SHEQ Advisor I-Electric
Linetec Services, LLC (S4) —McKinney, TX
- Background check
- Clean driving record
- Construction site
- AD&D insurance
- Paid holidays
Career Advisor - RESEA
Career Team Enterprises —McKinney, TX
- $45,000 - $55,000 a year
- Full-time
- Bilingual
- Background check
- Microsoft Excel
- Health savings account
- Paid holidays
Sys. Integration Sr. Specialist Advisor
NTT DATA —Frisco, TX
- $50.00 - $57.78 an hour
- Remote
- Home Health
- Senior level
- Communication skills
- Health savings account
- AD&D insurance
Quick Apply
Member Solutions Advisor
Credit Union of Texas —Allen, TX
- Spanish
- Computer literacy
- Basic math
Quick Apply
New Home Advisor - Plano
Tri Pointe Homes Holdings, Inc. —Plano, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Client Service Associate - Non-Registered
Stifel —Frisco, TX
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance

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home solutions advisor jobs near mckinney, tx

Wealth Advisor

TIAA -
Frisco, TX

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Job Details

$80,000 - $95,000 a year

Qualifications

Series 7
Experience practicing in the securities industry

Full Job Description

Wealth Advisor
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.

Key Responsibilities and Duties

Manages time and resources efficiently and effectively
Develops and implements strategic and tactical plans with strong considerations to client challenges.
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
Reviews client information, including financial statements, risk investment profile and cash availability.
Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

Required:

3+ years financial services experience
Series 7, 63 and 65 (or 66) completed within 120 days of start date

Preferred:

5+ years financial services experience
Series 7, 63 and 65 (or 66) completed

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date:

2026-06-19

Base Pay Range: $80,000/yr - $95,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Apply Now

Refine Your Search

home solutions advisor jobs in mckinney, tx

Wealth Advisor

Residential HVAC Service & Sales Technician

Insurance Sales Advisor - Warm Leads

Senior Tax Accountant

Financial Advisor

Financial Advisor

SAP Technical Developer

Financial Advisor

Supervisor - SAP, EAM/FSM

Comfort Advisor/Sales Consultant - Dallas

In-Store Marketing Specialist

Financial Advisor

Independent Sales Associate

Multi-Line Claim Specialist – National Accounts (High Exposure / Litigation Focus)

SHEQ Advisor I-Electric

Career Advisor - RESEA

Sys. Integration Sr. Specialist Advisor

Member Solutions Advisor

New Home Advisor - Plano

Client Service Associate - Non-Registered

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