Top 253 Senior client advisor Jobs in Mckinney Tx

Senior Account Executive (Financial Services)
Peak American Financial Companies, Inc. —Plano, TX
- $60,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
EC Payroll Solutions Architect
BravoTech —Dallas, TX
- 7 years
- Travel
- Senior level
Quick Apply
SEC Financial Controller
NOW CFO —Dallas, TX
- Full-time
- Hybrid work
- Analysis skills
- Senior level
- Leadership
Quick Apply
Senior HR Business Partner
Halff Associates, Inc —Richardson, TX
- Background check
- 5 years
- Pass drug screening
- Health savings account
- Paid holidays
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Carrollton, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Financial Advisor - Associate
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Senior Outside B2B Sales Executive
Wholesale Payments —Texas
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development experience
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Tax Manager- CPA Firm
Everforth —Frisco, TX
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Paid parental leave
- Health insurance
Quick Apply
8d
ServiceNow Platform Engineer for CMDB
Vanguard —Dallas, TX
- 3 years
- Senior level
Workforce Solutions, Vice President
AHS Staffing —Frisco, TX
- $135,000 - $250,000 a year
- Full-time
- Remote
- Marketing
- Bachelor's degree
- Continuous improvement
Tax & Accounting Senior Manager (CPA)
Dower & Associates —Texas
- $100,000 - $150,000 a year
- CPA
- Finance
- Master's degree
4h
Client Solutions Director, Robert Half Management Resources - Dallas North
Robert Half —Dallas, TX
- Email
- CPA
- 5 years
- Research
- Paid parental leave
- Health savings account
Senior Trust Officer – Special Needs Trusts
The MOHR Enterprises LLC —Dallas, TX
- $130,000 a year
- 7 years
- CPA
- Organizational skills
Quick Apply
Chief Financial Officer
Stark Lane, Inc. —Dallas, TX
- CPA
- Office
- Microsoft Office
- Health insurance
- Paid time off
Quick Apply
Tax Manager
Everforth —Dallas, TX
- Full-time
- Microsoft Excel
- 6 years
- CPA
- Dental insurance
- 401(k)
Quick Apply
8d
Risk Management Advisor (College Graduate Program)
C1 Insurance Group —Dallas, TX
- $48,000 - $73,000 a year
- Full-time
- Office
- Business
- Entry level
Quick Apply
Tax Manager, Exempt Organizations
Crowe —Plano, TX
- $95,500 - $195,400 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Bachelor's degree
Quick Apply
8d
Senior Corporate Recruiter
USAA —Plano, TX
- $108,480 - $207,320 a year
- Hybrid work
- Office
- Bachelor's degree
- In-person
- Paid holidays
- Health insurance
1d
Senior Advisor, Provider Experience - Cigna Healthcare - Hybrid
The Cigna Group —Plano, TX
- $116,200 - $193,600 a year
- Online Application
- 8 years
- Bachelor's degree
- Fair chance
- Paid holidays
- Health insurance
8d
Healthcare Account Executive - Dallas
A Place for Mom —McKinney, TX
- $80,000 - $115,000 a year
- Full-time
- Skilled nursing facility
- Hospital
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for senior client advisor in mckinney tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior client advisor jobs near mckinney tx

Senior Account Executive (Financial Services)

Peak American Financial Companies, Inc. -
Plano, TX

Quick Apply

Job Details

Full-time
$60,000 - $140,000 a year

Benefits

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

Qualifications

Customer communication
Financial sales
Sales needs analysis
Client rapport building
Client database systems
Sales management systems proficiency
CRM system proficiency
Series 65
Customer acquisition

Full Job Description

Senior Account Executive (Financial Services)

About the Role

Peak American is seeking a highly motivated Senior Account Executive to serve as a critical part of our client acquisition and advisor development pipeline. This is a unique opportunity for experienced financial services professionals who want a clear path to becoming a Financial Advisor.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 PathThis role is intentionally designed as a feeder system into our Financial Advisor career track.Successful Account Executives 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:
Account Executive within financial services
Internal Wholesaler
Financial Advisor
Related financial sales or client-facing role
Active Series 65 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: $60,000.00 - $140,000.00 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 client advisor jobs in mckinney tx

Senior Account Executive (Financial Services)

EC Payroll Solutions Architect

SEC Financial Controller

Senior HR Business Partner

Banking Relationship Specialist (Senior Relationship Banker)

Financial Advisor - Associate

Senior Outside B2B Sales Executive

Tax Manager- CPA Firm

ServiceNow Platform Engineer for CMDB

Workforce Solutions, Vice President

Tax & Accounting Senior Manager (CPA)

Client Solutions Director, Robert Half Management Resources - Dallas North

Senior Trust Officer – Special Needs Trusts

Chief Financial Officer

Tax Manager

Risk Management Advisor (College Graduate Program)

Tax Manager, Exempt Organizations

Senior Corporate Recruiter

Senior Advisor, Provider Experience - Cigna Healthcare - Hybrid

Healthcare Account Executive - Dallas

I want to receive the latest job alert for senior client advisor in mckinney tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected