Top 385 Financial planner Jobs in Plano Tx

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
- Paid holidays
- Health insurance
7d
PT & FT: Associate
Secured Futures —Dallas, TX
- $65,000 - $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Military
Quick Apply
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
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Sales Representative
D&B LIFE LLC —Rowlett, TX
- $56,137.54 - $130,000.00 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
Quick Apply
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
Sales Representative
D&B LIFE LLC —Mesquite, TX
- $56,137.54 - $130,000.00 a year
- Full-time
- Background check
- Computer literacy
- Computer skills
Quick Apply
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
Independent Financial Advisor
Anand Financial Advisors —Dallas, TX
- $50,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Professional development assistance
Quick Apply
Sales Representative
D&B LIFE LLC —Royse City, TX
- $56,137.54 - $130,000.00 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
Quick Apply
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Executive Assistant to Financial Advisor
Confidential Financial Services —Grapevine, TX
- $50,000 - $70,000 a year
- Urgently hiring
- Hybrid work
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
Quick Apply
1d
Sales Representative
D&B LIFE LLC —Rowlett, TX
- $56,137.54 - $130,000.00 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
Quick Apply
Financial Professional (Sales & Marketing)
Equitable Advisors —Dallas, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Linda DeSpain - State Farm Agent —Las Colinas, TX
- $3,500 - $9,000 a month
- Full-time
- Office
- Analysis skills
- 1 year
- Paid time off
- Opportunities for advancement
Quick Apply
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
Retirement Income Consultant
TIAA —Frisco, TX
- $72,800 - $90,000 a year
- Online Application
- Mid-level
- Business development
- Negotiation
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

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financial planner jobs near plano tx

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments -
Plano, TX

Apply Now

Job Details

7 days ago

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.

The Day-to-Day:

Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor’s degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

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financial planner jobs in plano tx

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

PT & FT: Associate

Entry-Level Financial Advisor

Associate Wealth Advisor

Sales Representative

Associate Advisor (Wealth Management)

Sales Representative

Senior Associate, Capital Markets - TX

Independent Financial Advisor

Sales Representative

Senior Estate Planning Professional

Executive Assistant to Financial Advisor

Sales Representative

Financial Professional (Sales & Marketing)

Financial Services Representative - State Farm Agent Team Member

Financial Advisor

Financial Advisor

Financial Advisor

Retirement Income Consultant

Entry Level - Wealth Management Leadership Program

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