Top 2400 Client advisor Jobs in Plano, 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 Subject Matter Expert - Federal Contracting & Compliance
Essential Healthcare Solutions LLC —Dallas, TX
- $150,000 a year
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
- Travel
- Dental insurance
- Vision insurance
Quick Apply
Client Relationship Manager
TIAA —Dallas, TX
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Licensed Personal Lines Insurance New Business Advisor (Hybrid - Dallas, TX)
The Phoenix Insurance —Dallas, TX
- $70,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
9d
Licensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)
USAA —Plano, TX
- $63,590 - $121,530 a year
- Hybrid work
- Background check
- Military
- Research
- Paid holidays
- Health insurance
Retail Associate - Legacy West
Aritzia —Plano, TX
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor - Legacy West
Tiffany & Co. —Plano, TX
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
PT Client Advisor - Legacy West
Tiffany & Co. —Plano, TX
- Part-time
- Microsoft Outlook
- Mid-level
- US work authorization
Client Solutions Specialist - AT&T Services
Dynamic Reach Solution —Frisco, TX
- $57,235.08 - $68,928.27 a year
- Full-time
- Background check
- In-person
- 1 year
- Paid training
- On-the-job training
Quick Apply
Senior Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Dallas, TX
- $96,000 - $144,000 a year
- Email
- Hybrid work
- Bachelor's degree
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Paid holidays
Private Jet Advisor - Highland Park, Preston Hollow & Turtle Creek, TX
silver Air —Dallas, TX
- $300,000 - $1,200,000 a year
- Full-time
- Remote
- Senior level
- Communication skills
- Health insurance
- Cell phone reimbursement
Client Advisor, Dallas NorthPark
Prada —Dallas, TX
- Communication skills
- Entry level
Client Advisor - Dallas, Highland Park
Christian Dior Couture —Dallas, TX
- Full-time
- Merchandising
- Cleaning
- Entry level
8d
Client Advisor - Dallas, TX - Dallas Highland Park
Fendi —Dallas, TX
- Weekends as needed
- Writing skills
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
2d
Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Dallas, TX
- $88,000 - $132,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Bachelor's degree
- Commuter assistance
- Paid holidays
Virtual Client Advisor
Ralph Lauren —Dallas, TX
- Part-time
- Microsoft Outlook
- Ability to walk for extended periods
- Office
Client Advisor, NorthPark
Louis Vuitton —Dallas, TX
- $23 - $25 an hour
- Full-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
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
Client Services Specialist
Visual Matrix —Richardson, TX
- Mid-level
- Children
- Paid parental leave
- Health savings account
Revenue Mgmt Advisor I
RealPage, Inc. —Richardson, TX
- $85,200 - $145,200 a year
- Mid-level
- 3 years
- Project management
- Paid holidays
- Dental insurance
6d

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client advisor jobs near plano, 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

client advisor jobs in plano, tx

Associate Advisor (Wealth Management)

Senior Subject Matter Expert - Federal Contracting & Compliance

Client Relationship Manager

Licensed Personal Lines Insurance New Business Advisor (Hybrid - Dallas, TX)

Licensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)

Retail Associate - Legacy West

Client Advisor - Legacy West

PT Client Advisor - Legacy West

Client Solutions Specialist - AT&T Services

Senior Advisor, Client Engagement—Media and Audience Strategy

Private Jet Advisor - Highland Park, Preston Hollow & Turtle Creek, TX

Client Advisor, Dallas NorthPark

Client Advisor - Dallas, Highland Park

Client Advisor - Dallas, TX - Dallas Highland Park

Advisor, Client Engagement—Media and Audience Strategy

Virtual Client Advisor

Client Advisor, NorthPark

Senior Advisor, Provider Experience - Cigna Healthcare - Hybrid

Client Services Specialist

Revenue Mgmt Advisor I

I want to receive the latest job alert for client advisor in plano, tx

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