Top 151 Financial professional Jobs in Richardson, Tx

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
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
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
Financial Advisor
Edward Jones —Corinth, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Sunnyvale, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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 Advisor
Lifetime Wealth Management, P.C. —Rockwall, TX
- Full-time
- 5 years
- Business development
- Senior level
- Dental insurance
- Paid time off
Quick Apply
Financial Representative
Northwestern Mutual - Las Colinas —Southlake, TX
- $75,000 - $100,000 a year
- Full-time
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Investment Counselor (Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Services Representative (Bilingual)
WFC Limited Partnership —Dallas, TX
- $16.00 - $17.50 an hour
- Extended hours
- Hospitality
- Spanish
- English
- Paid holidays
- Disability insurance
Quick Apply
8d
Financial Advisor
Edward Jones —Bedford, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
3d
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 (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Representative
Northwestern Mutual —Dallas, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
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
8d
Financial Representative / Financial Advisor
Northwestern Mutual —Dallas-Fort Worth, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- No experience needed
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
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
Part Time Financial Services Representative (Bilingual)
WFC Limited Partnership —Lancaster, TX
- $16 - $17 an hour
- Extended hours
- Hospitality
- Spanish
- English
- Paid holidays
- Disability insurance
Quick Apply
8d

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financial professional jobs near richardson, tx

Independent Financial Advisor

Anand Financial Advisors
Dallas, TX

Quick Apply

Job Details

Full-time
$50,000 - $200,000 a year

Benefits

Professional development assistance

Qualifications

Life Insurance License
Series 66
Series 7
Bank experience
Financial services
Series 65
Experience practicing in the securities industry
Series 63

Full Job Description

POSITION OVERVIEW

Anand Financial Advisors (AFA) is expanding into the Dallas/Irving area and looking for one experienced financial advisor ready to go independent and build something of their own.

This isn't a book-transfer role and it isn't a referral-fee arrangement. You bring your production history and client relationships; AFA brings the independent platform, the brand, the in-house model portfolios, and the back-office support to launch and run a real office. You build the practice. We build the platform around you.

If you're a producer at a bank, wirehouse, or another W2 shop who's hit the ceiling on payout, product shelf, or how you're allowed to run your book, this is the move.

KEY RESPONSIBILITIES (in order of priority)

Transition and grow your existing book — move your client relationships onto an independent platform, branded under AFA, with minimal disruption to clients
Lead the build-out and day-to-day operation of AFA's new Dallas/Irving area office — you're not joining an established branch, you're standing one up
Develop new business in the local market — Dallas, Irving, Arlington, Fort Worth — leveraging AFA's existing HNW/UHNW positioning and your own network
Utilize AFA's five in-house model portfolios and investment philosophy as your core platform, while maintaining flexibility for client-specific planning
Recruit and develop additional advisors or support staff as the office grows past you
Partner directly with AFA's founder on office strategy, target client segments, and eventual equity/leadership structure for the location

QUALIFICATIONS

Currently producing as a financial advisor (bank platform, wirehouse, or similar W2/captive environment) — minimum 2 years
Active Series 7 and 66 (or 65/63), plus applicable life/health insurance licenses
Clean U4 — no disclosures that would complicate an Osaic affiliation
Demonstrated production — $5-10M+ in AUM or $100,000+ in Revenue
CFP, ChFC, or other planning credential a plus, not required

IDEAL CANDIDATE TRAITS

Entrepreneurial — wants ownership and upside, not just a bigger paycheck at the same job
Frustrated with captive-platform limits: proprietary product pushes, payout caps, lack of control over how you serve clients
Wants to go independent but doesn't want to figure out compliance, technology, and back-office alone
Local roots or strong ties to the Dallas / Irving / Arlington/ Forth Worth area
Building-minded — thinking in years, not just the next 12 months

WHAT AFA OFFERS

Industry-leading grid payout
Full transition support: licensing, ACAT account transfers, marketing, branding under AFA
Access to AFA's proprietary model portfolios and nine-year zero-client-loss retention track record as a selling point to your own clients
Real path to office leadership as the location grows, not just a desk

Pay: $50,000.00 - $200,000.00 per year

Benefits:

Professional development assistance

Experience:

Financial services: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial professional jobs in richardson, tx

Independent Financial Advisor

Financial Advisor/Wealth Manager - Dallas, TX

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

Financial Advisor

Financial Advisor

Virtual Financial Advisor - Dallas - Hybrid

Financial Advisor

Financial Representative

Financial Analyst Advisor / Finance Business Partner

Financial Advisor

Investment Counselor (Financial Advisor Alternative)

Financial Services Representative (Bilingual)

Financial Advisor

Financial Representative

Financial Advisor (Career Changers Encouraged to Apply!)

Financial Representative

Financial Advisor - (Career Changers Encouraged to Apply!)

Financial Representative / Financial Advisor

Financial Representative (Career Changers Encouraged to Apply)

Part Time Financial Services Representative (Bilingual)

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