Top 188 Financial advisor Jobs in Midlothian, Tx

Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Financial Advisor
Edward Jones —Dallas, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Dallas, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Dallas, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Dallas, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Analysis Specialist Advisor
NTT Ltd —Dallas, TX
- $72,500 - $135,500 a year
- Salesforce
- Mid-level
- Office
- Health savings account
- AD&D insurance
Part Time Associate
L&L Financial —Dallas, TX
- Part-time
- Remote
- Background check
- 18 years or older
- Military
Quick Apply
2d
Financial Relationship Consultant
Texas Capital Bank —Dallas, TX
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Wellness program
- Paid holidays
13d
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
Portfolio Advisor
Northern Trust Corp. —Dallas, TX
- Full-time
- 6 years
- Sales
- Research
Financial Planner (Dallas, TX)
Mercer Advisors —Dallas, TX
- $63,155 - $74,300 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health savings account
Quick Apply
Fiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Dallas, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
8d
Associate Client Advisor
Bessemer Trust Company, N.A. —Dallas, TX
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
7d
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Goldman Sachs —Dallas, TX
- Office
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
Affiliate Growth Consultant
Cetera Financial Group —Dallas, TX
- $60,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- 5 years
- Travel
- Paid parental leave
- Paid holidays
Retirement Plan Enrollment Specialist
Cetera Financial Group —Dallas, TX
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
8d
Wealth Planning Associate
Royal Bank of Canada —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
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
Private Banking Officer II
Frost Bank —Dallas, TX
- Full-time
- 5 years
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
U.S. Private Bank - AWM Program Analyst - Fund Banking
JPMorganChase —Dallas, TX
- $100,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
6d

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financial advisor jobs near midlothian, tx

Virtual Financial Consultant

TIAA -
Dallas, TX

Apply Now

Job Details

Full-time
$70,600 - $103,000 a year

Benefits

403(b)
Life insurance

Qualifications

Series 7
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Virtual Financial Consultant
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63

Licenses and Certifications

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

3+ years of financial planning experience preferred
This is a hybrid working environment which requires a minimum of three days in the office per week

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2026-08-28

Base Pay Range: $70,600/yr - $103,000/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

financial advisor jobs in midlothian, tx

Virtual Financial Consultant

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Analysis Specialist Advisor

Part Time Associate

Financial Relationship Consultant

Financial Planner/Advisor (Remote)

Portfolio Advisor

Financial Planner (Dallas, TX)

Fiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside

Associate Client Advisor

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas

Affiliate Growth Consultant

Retirement Plan Enrollment Specialist

Wealth Planning Associate

PWM Wealth Strategist

Private Banking Officer II

U.S. Private Bank - AWM Program Analyst - Fund Banking

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