Top 92 Financial professional Jobs in Princeton, Tx

Financial Advisor
Lifetime Wealth Management, P.C. —Rockwall, TX
- Full-time
- 5 years
- Business development
- Senior level
- Dental insurance
- Paid time off
Quick Apply
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
Financial Services Professional - Hybrid Remote (TX)
Bankers Life —McKinney, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Representative
Northwestern Mutual —Frisco, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
Quick Apply
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
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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 Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Representative (Career Changers Encouraged to Apply)
Northwestern Mutual —Rockwall, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
Quick Apply
Financial Representative
Northwestern Mutual —Allen, TX
- $98,000 - $120,000 a year
- Full-time
- Hospitality
- Sales
- Business development
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor - (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Financial services
- Disability insurance
- Health insurance
Quick Apply
9d
Financial Advisor 3
Baylor Scott & White Health —Frisco, TX
- CPA
- Research
- Office
- Health insurance
- Tuition reimbursement
SQL Technical Support Representative: Financial Crimes Solutions
Jack Henry & Associates —Allen, TX
- $59,750 - $80,000 a year
- On call
- Hybrid work
- Data analysis skills
- Research
- SQL
SQL Technical Support Representative: Financial Crimes Solutions
Jack Henry —Allen, TX
- $59,750 - $80,000 a year
- Full-time
- Remote
- Research
- SQL
- Bachelor's degree
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 Sales Representative - Allen
Texans Credit Union —Allen, TX
- $24.50 - $26.00 an hour
- Full-time
- Background check
- Pass drug screening
- Office
Quick Apply
14d
Financial Sales Representative - Richardson
Texans Credit Union —Richardson, TX
- $24.50 - $26.00 an hour
- Full-time
- Background check
- Pass drug screening
- Office
Quick Apply
Patient Financial Service Representative
BEACON BEHAVIORAL SUPPORT SERVICES —Plano, TX
- Full-time
- HIPAA
- Research
- Mid-level
Quick Apply
5d
Financial Advisor
First Command Financial Services, Inc. —Dallas, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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Financial Advisor

Lifetime Wealth Management, P.C. -
Rockwall, TX

Quick Apply

Job Details

Full-time

Benefits

Dental insurance
Paid time off
Vision insurance

Qualifications

Customer relationship building
Portfolio management advisory services
Client retention
Investment client management
Fiduciary duties
Experience practicing in the securities industry

Full Job Description

Experienced Financial Advisor

Lifetime Wealth Management

Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt

Reports To: COO / Practice Leadership

Compensation: Competitive Base Salary + Revenue Sharing + Performance Incentives

Build Something Bigger Than a Book of Business

Lifetime Wealth Management is seeking an experienced Financial Advisor to join our growing boutique, fee-only Registered Investment Advisor (RIA) serving high-net-worth individuals, families, executives, and business owners throughout the Dallas-Fort Worth area.

This is an opportunity for an established advisor who values long-term relationships over transactions, fiduciary advice over product sales, and wants to help grow a collaborative wealth management practice built on exceptional client service.

Unlike many firms, our investment committee manages portfolio strategy and security selection, allowing advisors to focus on financial planning, relationship management, and helping clients achieve their long-term goals.

What You'll Do:

Serve as the trusted advisor for high-net-worth individuals, families, executives, and business owners.
Build and maintain long-term client relationships through exceptional service.
Lead comprehensive financial planning and ongoing client reviews.
Transition an existing portable book of business, when applicable.
Grow your practice through referrals, relationship development, and professional networking.
Collaborate with Wealth, Tax, and Insurance professionals to deliver integrated planning solutions.
Guide clients through major financial decisions with confidence and professionalism.
Help expand Lifetime Wealth Management while contributing to a collaborative, growth-oriented culture.

What We're Looking For:

Required Qualifications:

5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor (8+ years preferred).
Experience serving high-net-worth individuals, families, executives, and business owners with approximately $1M+ investable assets.
A portable book of business with demonstrated client relationships is highly desirable and will significantly strengthen your candidacy.
Proven ability to build and maintain long-term client relationships.
Series 65 or Series 66 (or ability to obtain).
Strong executive presence and consultative communication skills.
Passion for fiduciary, planning-focused financial advice.

Preferred Qualifications:

Fee-only RIA experience.
Experience transitioning client relationships.
Experience working with business owners and affluent families.
CFP®, CFA®, or other advanced planning credentials.
Familiarity with Schwab, Interactive Brokers, or Advyzon.

Why Join Lifetime Wealth Management?

Fee-only RIA with no broker-dealer affiliation, proprietary product quotas, or commission-driven sales pressure.
Dedicated investment committee so advisors can focus on relationships and planning.
Integrated Wealth, Tax, and Insurance teams delivering comprehensive client solutions.
Support for advisors transitioning from broker-dealer environments to a fee-only fiduciary model.
Entrepreneurial Operating System (EOS) culture focused on accountability, collaboration, and continuous improvement.
Leadership opportunities as the practice continues to grow.

Compensation & Benefits:

Competitive base salary
Revenue-sharing compensation model
Performance incentives
Health, Dental & Vision Insurance
25+ Days PTO including company holidays
Early office closure at 3:00 PM on Fridays
Professional development and continuing education support
Collaborative, family-oriented culture

Our Core Values:

Everything we do is guided by our core values:

Loyal – Relationships first.
Attitude – Enthusiastic. Caring. Go-getter.
Results Oriented – Committed. Goal focused. Service driven.
Authentic – Genuine. Trusted. Professional.
Strategic – Big-picture thinker. Adaptable.
Loves to Be an Advisor – Passionate about helping others.
Seeks to Improve the Status Quo – Committed to continuous growth.
Own Your Outcomes – Accountable. Responsible. Results focused.

Why This Opportunity?

If you're an experienced advisor looking to leave a product-driven environment and join a growing fee-only RIA where relationships, planning, and client success come first, we'd love to connect.

We're looking for someone who can bring credibility, build lasting client relationships, and help grow an exceptional wealth management practice while delivering the boutique service our clients expect.

EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Quick Apply

Refine Your Search

financial professional jobs in princeton, tx

Financial Advisor

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