Top 353 Financial consultant 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
Executive Assistant to Financial Advisor
Confidential Financial Services —Grapevine, TX
- $50,000 - $70,000 a year
- Urgently hiring
- Hybrid work
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
Quick Apply
3d
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
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
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
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 —Rowlett, TX
- $56,137.54 - $130,000.00 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
Quick Apply
Sales Development Representative
Mutual of Omaha Advisors —Dallas, TX
- Up to $98,000 a year
- Full-time
- Background check
- Classroom
- Up to 50% travel
- Paid holidays
- Health insurance
13h
Financial Advisor
Lifetime Wealth Management, P.C. —Rockwall, TX
- Full-time
- 5 years
- Business development
- Senior level
- Dental insurance
- Paid time off
Quick Apply
14d
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
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
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
VP, Financial Consultant - Dallas, Texas (North)
Charles Schwab —Dallas, TX
- $75,000 - $115,000 a year
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Representative
Mutual of Omaha Advisors —Irving, TX
- Up to $96,000 a year
- Full-time
- Background check
- Classroom
- Up to 50% travel
- Paid holidays
- Health insurance
13h
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
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
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
- Bachelor's degree
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
14d
Financial Representative
Northwestern Mutual —Dallas, TX
- $98,000 - $120,000 a year
- Full-time
- Hospitality
- Sales
- Business development
- Health savings account
- Disability 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

financial consultant jobs in richardson tx

Associate Advisor (Wealth Management)

Executive Assistant to Financial Advisor

Sales Representative

Independent Financial Advisor

Sales Representative

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

Sales Representative

Sales Development Representative

Financial Advisor

Wealth Management Associate

Entry Level - Wealth Management Leadership Program

Wealth Advisor

VP, Financial Consultant - Dallas, Texas (North)

Financial Representative

Financial Representative

Financial Advisor (Career Changers Encouraged to Apply!)

Virtual Financial Consultant

Financial Representative

Financial Advisor - (Career Changers Encouraged to Apply!)

Financial Representative

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

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