Top 248 Financial advisor Jobs in Westlake, 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
Financial Advisor - Fort Worth, TX
Florida Financial Advisors —Fort Worth, TX
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- 401(k)
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
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
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
7d
Financial Advisor
Edward Jones —Keller, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Fort Worth, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Arlington, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
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- $60K – $150K+
New York Life —Frisco, TX
- $60,000 - $150,000 a year
- Full-time
- Military
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
3d
Retirement Income Consultant
TIAA —Frisco, TX
- $72,800 - $90,000 a year
- Online Application
- Mid-level
- Business development
- Negotiation
Financial Professional (Sales & Marketing)
Equitable Advisors —Dallas, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Professional - Retirement Benefits Group
Equitable Advisors —Fort Worth, TX
- $25,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Wealth Advisor | Financial Planning & Client Service
Strittmatter Wealth Management Group, LLC —Fort Worth, TX
- $75,000 - $85,000 a year
- Full-time
- Google Workspace
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Fort Worth, TX
- $24,000 - $125,000 a year
- Choose your own hours
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Investment Advisor Representative
Wuest IFS —Fort Worth, TX
- $42,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Life insurance
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

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financial advisor jobs near westlake, tx

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 advisor jobs in westlake, tx

Associate Advisor (Wealth Management)

Financial Advisor - Fort Worth, TX

Financial Advisor/Wealth Manager - Dallas, TX

Wealth Advisor

Executive Assistant to Financial Advisor

Financial Advisor

Financial Advisor

Senior Associate, Capital Markets - TX

Financial Advisor

Financial Advisor

Registered Branch Associate

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

Financial Advisor- $60K – $150K+

Retirement Income Consultant

Financial Professional (Sales & Marketing)

Financial Professional - Retirement Benefits Group

Associate Wealth Advisor | Financial Planning & Client Service

Wealth Management Associate – Retirement Benefits Group

Investment Advisor Representative

Financial Representative

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