Top 406 Financial advisor Jobs in Richardson Tx

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
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
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
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
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
- Paid holidays
- Health insurance
4d
Financial Solutions Advisor Registration Candidate - East Dallas Market
Bank of America —Richardson, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
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
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
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 —Mesquite, TX
- $56,137.54 - $130,000.00 a year
- Full-time
- Background check
- Computer literacy
- Computer skills
Quick Apply
Financial service Agent(Hybrid)
Blue Print Sucess Network —Arlington, TX
- $20,000.00 - $60,573.44 a year
- Part-time
- Hybrid work
- Analysis skills
- Accounting
- Entry level
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
Entry Level - Wealth Management Position
Equitable Advisors —Dallas, TX
- $24,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Sales
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Cathay Bank —Plano, TX
- $64,480 a year
- Full-time
- English
- Mid-level
- Business development
- Health savings account
- Disability insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Dallas, TX
- $24,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor Development Opportunity
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Frisco, TX
- $60,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Sales
- Health savings account
- Health insurance
Quick Apply
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 advisor jobs near richardson tx

Senior Associate, Capital Markets - TX

Phoenix Energy One, LLC
Dallas, TX

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
In-person customer service
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Dallas, TX 75225 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in richardson tx

Senior Associate, Capital Markets - TX

Associate Advisor (Wealth Management)

International Investment Counselor (US Based) - Canadian Clients

International Investment Counselor (US Based) - UK Clients

Wealth Management Associate

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Financial Solutions Advisor Registration Candidate - East Dallas Market

Associate Wealth Advisor

Senior Estate Planning Professional

Sales Representative

Sales Representative

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

Sales Representative

Financial service Agent(Hybrid)

Sales Representative

Entry Level - Wealth Management Position

Financial Advisor

Wealth Management Associate

Financial Advisor Development Opportunity

Entry Level - Wealth Management Leadership Program

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

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