20 Best financial advisor jobs in Dallas, TX (Hiring Now!)

Financial Advisor Trainee
Commercial Real Estate Advisors —Irving, TX
Bachelor's degree in business, finance, or related field. Answering client questions about financial strategies and advice. 1-2 years of sales experience.
Estimated: $50,000 - $75,000 a year
Quick Apply
Investment Counselor (Financial Advisor Alternative)
Fisher Investments —Plano, TX
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments…
Estimated: $86K - $109K a year
UK Investment Counsellor (Financial Advisor Alternative)
Fisher Investments —Plano, TX
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments…
Estimated: $75.4K - $95.5K a year
Financial Services Vice President of Sales
Fisher Investments —Plano, TX
Our mentors and training will give you the tools you need to become a top sales person and receive consideration for our Outside Sales positions within 2 years.
Estimated: $76.2K - $96.5K a year
11d
Financial Planning Counselor
Fisher Investments —Plano, TX
You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help…
Estimated: $103K - $130K a year
Financial Services Professional – Hybrid Remote (TX)
Bankers Life —Dallas, TX
Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health…
$41,000 - $62,000 a year
Quick Apply
Financial Advisor
Thrivent Financial —Dallas-Fort Worth, TX
Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
From $100,000 a year
Quick Apply
Portfolio Counselor
Fisher Investments —Plano, TX
Hold Series 65 license or required upon hire. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to…
Estimated: $69.5K - $88.1K a year
Patient Financial Representative - Cash Posting
Christus Health —Irving, TX
Perform support services for departmental Associates such as faxing of documents, copying, printing of forms, data entry and reception relief.
Estimated: $32.7K - $41.5K a year
Canadian Investment Counsellor
Fisher Investments —Plano, TX
Help your clients understand our top-down portfolio strategy, walking them through specific investments and highlighting important events in the market.
Estimated: $93.8K - $119K a year
Client Development Financial Services VP
Fisher Investments —Plano, TX
Meet with current/former clients/referrals by telephone and in-person to gather additional new business. As Client Development Financial Services VP with Fisher…
Estimated: $89.9K - $114K a year
IMI CIB - IMI Securities Corp. - Compliance Officer
Intesa Sanpaolo —United States
Stay abreast of new rules and regulatory initiatives and advising the front office (and support departments) appropriately. Work Location: On the road.
Estimated: $99.1K - $126K a year
Patient Financial Representative Senior- Commerical Credits (Hiring Incentive Available)
Christus Health —Irving, TX
Documents, forwards, resolves incoming mail and correspondence. Performs assigned duties such as, customer service, data entry and reviewing of claims for…
Estimated: $35.4K - $44.9K a year
Financial Advisor
TPM Finance —Dallas, TX
Conduct thorough financial analysis and research to develop personalized financial plans. Bachelor's degree in finance, accounting, or a related field.
Estimated: $100,000 - $150,000 a year
Quick Apply
2d
Financial Representative
Northwestern Mutual —Dallas, TX
We hope you have a Bachelor of Arts or Science degree from a four-year college or university. Health care and dependent care reimbursement accounts.
$74,874 - $90,171 a year
Quick Apply
Financial Advisor/Financial Planner
Prudential Advisors —Dallas, TX
TRAINING & SUPPORT *– Opportunities to grow your practice with associate producers, marketing assistants, teaming, and alliance partners.
Estimated: $50,000 - $80,000 a year
Quick Apply
Client Remediation - Senior Analyst - AVP - Hybrid
Citi —Irving, TX
Evaluate cost/benefits, make recommendations, develop and oversee implementation plans. Appropriately assess risk when business decisions are made,…
$84,480 - $126,720 a year
Financial Advisor
BOK Financial —Dallas, TX
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 1-2 years of directly related…
Estimated: $77.6K - $98.3K a year
4d
Wealth Management, Ayco Personal Financial Management, Financial Counseling, Financial Coach, Analyst - Irving, TX
Goldman Sachs —Irving, TX
Individuals with SIE license, CFP® certification, and/or Life, Accident, and Health license. Once through training, a coach’s focus shifts to developing…
Estimated: $77.5K - $98.1K a year
Financial Trader
SageView Advisory Group —Irving, TX
_Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk &…
Estimated: $65,000 - $80,000 a year
Quick Apply

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Financial Advisor Trainee

Commercial Real Estate Advisors Irving, TX

Quick Apply

Job Details

Full-time $50,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Sales
Finance
Administrative experience
Series 7
Bachelor's degree
Computer skills
1 year
Business
Communication skills
Time management

Full Job Description

An exciting opportunity to grow for an energetic salesperson.

You will be working for an independently owned financial advisor, a company who pride themselves on providing the most exceptional levels of service to their clients.

In this role, you will support a team of professionals to deliver an unparalleled service to clients looking for financial advice in the private equity real estate space.

Your Responsibilities:

Building and maintaining your client base.
Talking to clients to determine their financial objectives, tax status, risk tolerance and other information.
Answering client questions about financial strategies and advice.
Advising strategies for clients to help them reach financial objectives.
Contacting clients regularly to discover changes in their financial status.

This role is suited for candidates wanting to undertake professional qualifications to become a financial advisor of the future. We are only looking for candidates who have a desire and understand financial products. You will have exceptional people skills and strong administrative skills.

In return, you will receive training and support from the best in the business, great benefits (including salary reviews and bonus) and a friendly company in which to learn.

Your Requirements:

Series 7
Bachelor's degree in business, finance, or related field.
1-2 years of sales experience.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.

Characteristics:

Strong interpersonal skills combined with the confidence and maturity to deal directly with clients in, sometimes, ambiguous situations.
A passion for business and an ability to demonstrate commercial awareness.
A team player.
Highly articulate, well-presented, analytical, logical but crucially with strong relationship skills.
Independent, self-starter, highly adaptable with a strong "can do" attitude.

Skills:

Strong verbal and written communication skills, along with well-developed interpersonal skills and an ability to relate to a variety of clients and colleagues.
An ability to demonstrate strong organizational and time management skills.

Job Type: Full-time

Salary: From $60,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Physical setting:

Office

Schedule:

8 hour shift

Supplemental pay types:

Commission pay

Ability to commute/relocate:

Irving, TX 75039: Reliably commute or planning to relocate before starting work (Required)

Experience:

Sales: 2 years (Required)

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Physical setting:

Office

Schedule:

8 hour shift
Monday to Friday

Supplemental pay types:

Commission pay

Ability to commute/relocate:

Irving, TX 75039: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

Series 7 (Required)

Work Location: In person

Quick Apply

financial advisor jobs in Dallas, TX

Financial Advisor Trainee

Investment Counselor (Financial Advisor Alternative)

UK Investment Counsellor (Financial Advisor Alternative)

Financial Services Vice President of Sales

Financial Planning Counselor

Financial Services Professional – Hybrid Remote (TX)

Financial Advisor

Portfolio Counselor

Patient Financial Representative - Cash Posting

Canadian Investment Counsellor

Client Development Financial Services VP

IMI CIB - IMI Securities Corp. - Compliance Officer

Patient Financial Representative Senior- Commerical Credits (Hiring Incentive Available)

Financial Advisor

Financial Representative

Financial Advisor/Financial Planner

Client Remediation - Senior Analyst - AVP - Hybrid

Financial Advisor

Wealth Management, Ayco Personal Financial Management, Financial Counseling, Financial Coach, Analyst - Irving, TX

Financial Trader

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