Top 76 Entry level financial advisor Jobs in Plano Tx

Financial Advisor Development Opportunity
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Frisco, TX
- $60,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Sales
- Health savings account
- Health insurance
Quick Apply
Investment Real Estate Advisor
Diamond Acquisitions —Dallas, TX
- $78,417.74 - $224,695.00 a year
- Full-time
- Residential
- Driver's License
- Bachelor's degree
- Employee assistance program
- Professional development assistance
Quick Apply
11d
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
Entry Level - Wealth Management Position
Equitable Advisors —Dallas, TX
- $24,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Sales
- Health savings account
- Health insurance
Quick Apply
Entry Level - Wealth Management Leadership Program
Equitable Advisors —Dallas, TX
- $24,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
7d
Financial Services Consultant - Non Registered - Frisco, TX National Contact Center
TIAA —Frisco, TX
- $22.60 - $28.85 an hour
- Online Application
- Background check
- Writing skills
- No experience needed
Wealth Management Trainee (TX)
Bankers Life —McKinney, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Associate - Entry Level
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
6d
Financial Solutions Advisor Registration Candidate - Greater DFW Market
Bank of America —Frisco, TX
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Solutions Advisor Registration Candidate - East Dallas Market
Bank of America —Richardson, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Entry Level Wealth Management Associate - 24 Month Leadership Fast Track
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Entry-Level Financial Representative
Texas National Financial Group —Dallas, TX
- $50,000 - $90,000 a year
- Hybrid work
- No experience needed
- Office
- Entry level
- Dental insurance
- Life insurance
Quick Apply
Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX
Bank of America —Forney, TX
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Solutions Advisor Registration Candidate - Central DFW Market
Bank of America —Dallas, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Solutions Advisor - Preston Center Financial Center
Bank of America —Dallas, TX
- Full-time
- Background check
- Writing skills
- Mid-level
6d
Financial Advisor Transition Consultant
Royal Bank of Canada —Dallas, TX
- $55,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Financial Solutions Advisor - Greater Dallas/Ft. Worth Market
Bank of America —Frisco, TX
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Services Associate
EIB (Excellence in Building) —Dallas, TX
- $300 - $100,000 a year
- Part-time
- Hybrid work
- Sales
- Basic math
- No experience needed
- Professional development assistance
- Opportunities for advancement
Quick Apply
Wealth Management Associate – LCElite Program (Sales & Leadership Track)
Lemnis Capital —Richardson, TX
- $30,000 - $100,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply

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entry level financial advisor jobs near plano tx

Financial Advisor Development Opportunity

New York Life Insurance Company & NYLIFE Securitiess, LLC. -
Frisco, TX

Quick Apply

Job Details

Full-time
$60,000 - $225,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Vision insurance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer relationship building
Sales
Client rapport building
Business development
Driver's License
Bachelor's degree
Client services
Financial services

Full Job Description

Financial Advisor Development Opportunity | North Dallas | DFW Area Candidates Only

Company: New York Life

Office: North Dallas General Office

Location: Dallas Fort Worth Metroplex

Work Setting: On site

Employment Type: Full time

Industry: Financial Services

Estimated Pay Range: $60,000 to $125,000 per year

Note: Candidates should currently reside in the Dallas Fort Worth area or be able to work from the North Dallas office.

About New York Life

New York Life has been helping individuals, families, and businesses plan for their financial futures for over 180 years. As a mutual company, New York Life is built around long term strength, integrity, and a commitment to serving clients with professionalism and care.

The North Dallas General Office provides a professional and entrepreneurial environment for individuals who may be a fit for an advisor development path. Candidates selected to move forward may have access to training, mentorship, leadership support, and development resources designed to help them build a career in financial services.

New York Life is an Equal Opportunity Employer and is committed to supporting individuals from diverse backgrounds, including veterans and individuals with disabilities.

About the Opportunity

New York Life’s North Dallas General Office is looking to connect with driven, entrepreneurial individuals who may be a fit for a Financial Advisor Development Opportunity.

This path is designed for people who are interested in building a client focused financial services practice, developing professionally, and helping individuals, families, and business owners make important financial decisions.

The first step is a preliminary screening conversation before any formal application process. This allows us to learn more about your background, goals, and potential fit before moving forward.

What You Will Do

Build relationships with individuals, families, and business owners
Learn how to identify financial needs through client conversations
Help clients explore protection, retirement, and long term planning strategies
Develop prospecting, communication, and business development skills
Participate in training, mentorship, and professional development
Work toward required licensing if selected to move forward
Build a long term career path within financial services
Develop leadership and business building skills over time based on performance and fit

Who We Are Looking For

We are looking for candidates who are:

Entrepreneurial and self motivated
Coachable and competitive
Strong communicators
Comfortable meeting new people and starting conversations
Interested in business, finance, leadership, or client service
Motivated by personal growth and long term opportunity
Able to operate with discipline, consistency, and professionalism

Prior financial services experience is not required for every candidate.

Backgrounds in sales, leadership, athletics, hospitality, recruiting, real estate, mortgage, business ownership, management, and other client facing roles may translate well.

Qualifications

Must have:

Must currently reside in the Dallas Fort Worth area or be able to work from the North Dallas office
Must be authorized to work in the United States
Must be willing and able to obtain required state insurance licensing if selected to move forward
Strong communication and relationship building skills
High level of personal accountability and professionalism
Comfortable meeting new people, starting conversations, and building relationships
Coachable, competitive, and motivated by personal growth

Preferred, but not required:

Bachelor’s degree
Experience in sales, business development, client service, recruiting, real estate, mortgage, hospitality, management, athletics, entrepreneurship, or leadership
Prior experience in a commission based, performance based, or client facing role
Demonstrated ability to set goals, follow a process, and stay consistent over time
Interest in financial services, business ownership, leadership, or long term career growth
Strong professional presence and ability to build trust with others
Existing insurance or securities licenses are helpful, but not required

Training and Development

Selected candidates may have access to training, mentorship, leadership support, and development resources designed to help them understand the financial services business and build the skills needed for long term success.

For selected candidates who move forward, licensing support may be available. Any licensing, selection, contracting, or appointment decisions are handled through the formal process and are not guaranteed.

Compensation

Estimated annual compensation range: $60,000 to $125,000 per year.

This is a performance based opportunity that may include commissions, allowances, bonuses, and other compensation opportunities where applicable. Compensation is not guaranteed and will vary based on individual activity, production, eligibility, and performance.

Specific compensation structure, eligibility, and details are discussed during the formal process.

Next Step

The first step is a brief preliminary screening conversation before any formal application process.

The purpose of the conversation is to learn more about your background, share a high level overview of the opportunity, determine whether there may be mutual interest, and discuss next steps if appropriate.

Apply here or connect with Trevor Ashbeck directly to begin the preliminary screening process.

Pay: $60,000.00 - $225,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Retirement plan
Vision insurance

License/Certification:

Drivers License (Required)

Ability to Commute:

Frisco, TX 75034 (Required)

Work Location: Hybrid remote in Frisco, TX 75034

Quick Apply

Refine Your Search

entry level financial advisor jobs in plano tx

Financial Advisor Development Opportunity

Investment Real Estate Advisor

Financial Advisor - Associate

Entry Level - Wealth Management Position

Entry Level - Wealth Management Leadership Program

Financial Services Consultant - Non Registered - Frisco, TX National Contact Center

Wealth Management Trainee (TX)

Wealth Management Associate - Entry Level

Associate Wealth Advisor

Financial Solutions Advisor Registration Candidate - Greater DFW Market

Financial Solutions Advisor Registration Candidate - East Dallas Market

Entry Level Wealth Management Associate - 24 Month Leadership Fast Track

Entry-Level Financial Representative

Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX

Financial Solutions Advisor Registration Candidate - Central DFW Market

Financial Solutions Advisor - Preston Center Financial Center

Financial Advisor Transition Consultant

Financial Solutions Advisor - Greater Dallas/Ft. Worth Market

Financial Services Associate

Wealth Management Associate – LCElite Program (Sales & Leadership Track)

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