Top 406 Financial advisor Jobs in Plano Tx

Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Vice President of Financial Sales
Fisher Investments —Plano, TX
- Mid-level
- Office
- No travel
- Paid holidays
- Health insurance
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Senior Associate, Capital Markets - TX
Phoenix Energy One, LLC —Dallas, TX
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor
New York Life —Frisco, TX
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
16h
Virtual Financial Advisor - Dallas - Hybrid
Thrivent —Dallas, TX
- $23.80 - $26.45 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Representative
Northwestern Mutual - Las Colinas —Irving, TX
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor 3
Baylor Scott & White Health —Frisco, TX
- CPA
- Research
- Office
- Health insurance
- Tuition reimbursement
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
Wealth Management Trainee (TX)
Bankers Life —McKinney, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
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
10d
Associate (Part-Time, Remote)
Secured Futures —Dallas, TX
- $65,000 - $85,000 a year
- Part-time
- Remote
- Background check
- Military
- Financial services
Quick Apply
2d
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Planning Consultant - Plano, TX
Fidelity Investments —Plano, TX
- Full-time
- Mid-level
- Office
- Mentoring
2d
Entry-Level Financial Advisor
Texas National Financial Group —Dallas, TX
- $50,000 - $90,000 a year
- Hybrid work
- No experience needed
- US work authorization
- Marketing
- Health insurance
- Dental insurance
Quick Apply
17h
Financial Analysis Specialist Advisor
NTT Ltd —Dallas, TX
- $72,500 - $135,500 a year
- Salesforce
- Mid-level
- Office
- Health savings account
- AD&D insurance
Wealth Management Associate - Entry Level
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
3d
Financial Services Representative
NYL - DFW —Frisco, TX
- $75,000 - $90,000 a year
- Mid-level
- Analysis skills
- Financial services
- Opportunities for advancement
- Flexible schedule
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Addison, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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financial advisor jobs near plano tx

Wealth Advisor

TIAA -
Frisco, TX

Apply Now

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:

2026-08-31

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

financial advisor jobs in plano tx

Wealth Advisor

Vice President of Financial Sales

Virtual Financial Consultant

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Financial Representative

Financial Advisor 3

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Wealth Management Trainee (TX)

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

Associate (Part-Time, Remote)

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Entry-Level Financial Advisor

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Wealth Management Associate - Entry Level

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