Top 392 Financial planner Jobs in Richardson, Tx

Investment Counselor (Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
- Paid holidays
- Health insurance
12d
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Associate Financial Advisor
Edward Jones —Plano, TX
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
4d
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
11d
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Financial Solutions Advisor Registration Candidate - East Dallas Market
Bank of America —Richardson, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Associate Financial Planner
Cain Watters & Associates, LLC —Frisco, TX
- $65,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- Urgent Care
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor - Dallas/Tyler
Thrivent —Dallas, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Financial Advisor/Wealth Manager - Dallas, TX
Florida Financial Advisors —Dallas, TX
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply
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
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
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
Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)
Imperial Asset Management, LLC —Dallas, TX
- $175,000 - $300,000 a year
- Full-time
- Management
- Research
- Residential
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
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
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account

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financial planner jobs near richardson, tx

Investment Counselor (Financial Advisor Alternative)

Fisher Investments -
Plano, TX

Apply Now

Job Details

Benefits

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

Qualifications

Customer relationship building
Experience practicing in the securities industry

Full Job Description

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

2+ years of instilling trust and building client relationship within the finance industry
Series 65 (we will help you obtain upon starting)
Bachelor's degree or equivalent work experience
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

Refine Your Search

financial planner jobs in richardson, tx

Investment Counselor (Financial Advisor Alternative)

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Virtual Financial Consultant

Associate Financial Advisor

Wealth Management Associate

Financial Analyst Advisor / Finance Business Partner

Associate Wealth Advisor

Financial Solutions Advisor Registration Candidate - East Dallas Market

Associate Financial Planner

Financial Advisor - Dallas/Tyler

Associate Advisor (Wealth Management)

Wealth Advisor

Financial Advisor/Wealth Manager - Dallas, TX

Sales Representative

Senior Associate, Capital Markets - TX

Sales Representative

Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)

Sales Representative

Virtual Financial Advisor - Dallas - Hybrid

Registered Branch Associate

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