Top 985 Financial planner Jobs in Texas

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
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
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
Senior Trust Officer – Special Needs Trusts (SNT)
The MOHR Enterprises LLC —Dallas, TX
- $130,000 - $145,000 a year
- 8 years
- Senior level
- Communication skills
Quick Apply
19h
Part Time & Full Time Associate
Secured Futures —Dallas, TX
- $65,000 - $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Military
Quick Apply
4d
Financial Planner/Advisor (Remote)
Melanin Money —Dallas, TX
- $78,000 - $85,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Paid holidays
- Paid time off
Quick Apply
Wealth Advisor II
Frost Bank —Midland, TX
- $350,000 - $750,000 a year
- Full-time
- CPA
- Mid-level
- Finance
- Paid holidays
- Disability insurance
Private Wealth Management Wealth Advisor
Regions —Houston, TX
- $148,786.18 - $230,214.00 a year
- Full-time
- 11+ years
- Office
- Finance
- Health savings account
- Health insurance
Financial Advisor
Empirical Wealth Management —Fort Worth, TX
- $100,000 - $250,000 a year
- Full-time
- Background check
- Bachelor's degree
- In-person
- Health savings account
- Disability insurance
Quick Apply
Financial Solutions Associate (Client Services) – Training Provided
Clearpath Financial Services —Houston, TX
- $3,500 - $5,000 a month
- Part-time
- Hybrid work
- Sales
- Financial services
- Communication skills
- Paid training
- Opportunities for advancement
Quick Apply
Director, Financial Planning
Edelman Financial Engines, LLC —Dallas, TX
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager - Private Wealth
CIBC —Houston, TX
- $175,000 - $225,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- Health insurance
Wealth Strategist II
Edward Jones —Dallas, TX
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Mid-level
- Profit sharing
- Health savings account
Associate Wealth Advisor (CFP)
Crestmont Private Wealth —Houston, TX
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX
Fidelity Investments —Roanoke, TX
- Full-time
- Entry level
Investment Associate
Herndon Plant Oakey Ltd. —Corpus Christi, TX
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Certified Public Accountant
Teamwork Financial —New Braunfels, TX
- $80,000 - $130,000 a year
- Full-time
- CPA
- 5 years
- Office
- Paid holidays
- Health insurance
Quick Apply
10d
Franchise Branch Client Service Specialist - Registered
Charles Schwab Franchise Branch Georgetown, TX —Georgetown, TX
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid time off
- 401(k) matching
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
Certified Financial Planner
Imperium Wealth Management —San Antonio, TX
- $125,000 - $300,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
8d

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financial planner jobs near texas

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 planner jobs in texas

Senior Associate, Capital Markets - TX

Virtual Financial Consultant

Entry Level - Wealth Management Leadership Program

Senior Trust Officer – Special Needs Trusts (SNT)

Part Time & Full Time Associate

Financial Planner/Advisor (Remote)

Wealth Advisor II

Private Wealth Management Wealth Advisor

Financial Advisor

Financial Solutions Associate (Client Services) – Training Provided

Director, Financial Planning

Relationship Manager - Private Wealth

Wealth Strategist II

Associate Wealth Advisor (CFP)

Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX

Investment Associate

Certified Public Accountant

Franchise Branch Client Service Specialist - Registered

Associate Advisor (Wealth Management)

Certified Financial Planner

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