Top 523 Benefits advisor Jobs in Richardson, 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
Service Advisor/Writer
Clay Cooley CDJR Dallas —Dallas, TX
- $48,000 - $110,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health savings account
- Health insurance
Quick Apply
Service Advisor
Industrial Power LLC —Lewisville, TX
- $30 - $50 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
Automotive Service Advisor
Huffines —Plano, TX
- $90,000 - $120,000 a year
- Clean driving record
- Dealership
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
Service Advisor
TEXAS COLLISION CENTERS INC —Wylie, TX
- 18 years or older
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
ALUMNI ADVISOR
International Leadership of Texas —Richardson, TX
- $55,000 - $65,000 a year
- Microsoft Word
- Background check
- Residential
- Health savings account
- AD&D insurance
Service Advisor
Tesla —Plano, TX
- Full-time
- Microsoft Outlook
- Mid-level
- Driver's License
- Commuter assistance
- Health savings account
11d
Fashion Advisor, Dallas
Chanel —Dallas, TX
- $27.50 - $31.00 an hour
- Weekends as needed
- Mid-level
- 3 years
- High school diploma or GED
- Health savings account
- AD&D insurance
Service Advisor
RAGING BULL DALLAS LLC —Richardson, TX
- $80,000 - $120,000 a year
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Service Advisor - Toyota of Plano
Toyota of Plano —Plano, TX
- From $75,000 a year
- Dealership
- Entry level
- Under 1 year
- Paid training
- Disability insurance
Quick Apply
Benefits Advisor
The Wise Devise LLC. —Plano, TX
- $1,000 - $5,000 a month
- Part-time
- Hybrid work
- HIPAA
- Mid-level
- Analysis skills
- Work from home
- Flexible schedule
Quick Apply
HR Advisor
GEICO —Richardson, TX
- Full-time
- Mid-level
- Bachelor's degree
- Continuous improvement
Beauty Advisor - Part Time
Sephora —Plano, TX
- $19.80 - $22.90 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
6d
Admissions Advisor
Enterhealth —Plano, TX
- Full-time
- No experience needed
- Communication skills
- Entry level
Quick Apply
Admissions Advisor (National)
ACI Learning —Dallas, TX
- $55,000 - $70,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- 1 year
- Paid parental leave
- Paid holidays
Quick Apply
Revenue Mgmt Advisor I
RealPage, Inc. —Richardson, TX
- $85,200 - $145,200 a year
- Mid-level
- 3 years
- Project management
- Paid holidays
- Dental insurance
Client Advisor, NorthPark
Louis Vuitton —Dallas, TX
- $23 - $25 an hour
- Full-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
Tesla Advisor, Delivery
Tesla —Dallas, TX
- Weekends as needed
- Mid-level
- Driver's License
- 1 year
- Commuter assistance
- Health savings account
Service Advisor Trainee
Mercedes-Benz of Plano —Plano, TX
- Dealership
- Writing skills
- High school diploma or GED
- Paid parental leave
- AD&D insurance
Quick Apply
5d
RCM Insurance (Benefits) Verification Advisor
Cantex Continuing Care Network —Carrollton, TX
- Full-time
- Customer service
- HIPAA
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply

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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

benefits advisor jobs in richardson, tx

Associate Advisor (Wealth Management)

Service Advisor/Writer

Service Advisor

Automotive Service Advisor

Service Advisor

ALUMNI ADVISOR

Service Advisor

Fashion Advisor, Dallas

Service Advisor

Service Advisor - Toyota of Plano

Benefits Advisor

HR Advisor

Beauty Advisor - Part Time

Admissions Advisor

Admissions Advisor (National)

Revenue Mgmt Advisor I

Client Advisor, NorthPark

Tesla Advisor, Delivery

Service Advisor Trainee

RCM Insurance (Benefits) Verification Advisor

I want to receive the latest job alert for benefits advisor in richardson, tx

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