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Financial Advisor Jobs in Plano, TX (801)

Chief Financial Officer CFO Advisor Dallas

ExecHQ
Dallas, Texas
Health Insurance
Dental Insurance
Vision Insurance

Vice President, HR Business Advisor

Confidential
Plano, TX
New

Lead Financial Advisor

Lord and Richards
Plano, TX
New
Part-Time
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$100k - $500k / year

Financial Advisor

Northwestern Mutual
Dallas, TX
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$61k - $119k / year

Financial Advisor

Equitable Advisors
Dallas, TX
New
Entry-Level
Dental Insurance
Vision Insurance

Financial Advisor

New York Life
Frisco, TX
Dental Insurance
Vision Insurance
Icon: salary
$117.4k / year
‌

Financial Advisor

Wheeler Staffing Partners
Dallas, TX
New
Icon: salary
$100k - $120k / year
‌

Financial Advisor Recruiter

Wheeler Staffing Partners
Plano, TX
Hybrid
Icon: salary
$60k - $80k / year
‌

Wealth Management Advisor

Equitable Advisors
Dallas, TX
Entry-Level
Dental Insurance
Vision Insurance
‌

Financial Planning Consultant

Bighornlaw
Dallas, TX
New
Icon: salary
$50k - $80k / year
‌

Vice President - Wealth Advisor

Coda Search│Staffing
Dallas, TX
‌

Entry Level Wealth Management Associate

Equitable Advisors
Dallas, TX
New
Entry-Level
‌

Financial Professional

Equitable Advisors
Dallas, TX
Entry-Level
Dental Insurance
Vision Insurance
‌

Portfolio Counselor

Fisher Investments
Plano, TX
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Senior Retirement Plan Consultant

GemHarvest Executive Recruiting
Dallas, TX
New
‌

Supervision Auditor

Cetera Financial Group
Dallas, TX
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$55k - $95k / year
‌

Financial Analyst/Consultant

NewGen Strategies & Solutions
🌎 Remote
Remote
401(k)
Dental Insurance
Education
Icon: salary
$65k - $75k / year
‌

Senior Investment Solutions Specialist

Cetera Financial Group
Dallas, TX
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$20 / hour
‌

Learning & Readiness Content Specialist

Cetera Financial Group
Dallas, TX
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$60k - $75k / year
‌

Wealth Advisor & Financial Planner

Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
Icon: salary
$60 / hour
‌

Financial Advisor

State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$48k - $60k / year
‌

Financial Advisor

Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌

Financial Advisor

Atria Wealth Solutions
Plano, TX
Icon: salary
$1042128.2k / year
‌

Merrill Experienced Financial Advisor

Bank of America
Frisco, TX
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Dallas, TX
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Merrill Financial Solutions Advisor: Dallas Market

Bank of America
Dallas, TX
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Merrill Financial Solutions Advisor: Greater Dallas Market

Bank of America
Frisco, TX
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Merrill Financial Solutions Advisor - Fort Worth & Associates Market

Bank of America
Southlake, TX
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌

Submission for the position: Financial Advisor II - Physician/Payroll Specialist- Dallas - (Job Number: 24018428)

Baylor Scott & White Healthcare
Dallas, TX
Diversity Leader
PTO
Education
‌

Advisory Services Associate, Sr

Hilltop Holdings
Dallas, TX
Education
‌

Financial Counselor

Baylor Scott & White Health
Grapevine, TX
Diversity Leader
PTO
Education
‌

Sr. Charitable Estate Planning Advisor

American Heart Association
Dallas, TX
PTO
Dental Insurance
Vision Insurance
‌

Vice President, HR Business Advisor

Confidential
Plano, TX
New

Financial Advisor Salary in Plano

Financial Advisors working in Plano, TX make an average annual salary of $67K and a maximum annual salary of around $150K.

Disclaimer

Job Description

Working as a Financial Advisor in Plano, TX

There are 801 Financial Advisor opportunities available in Plano, TX all with unique requirements.

A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.

Similar Jobs to Financial Advisor

Financial Advisor jobs near Plano, TX

Financial Advisors in Plano, TX Resume Data

Average Experience for Financial Advisors in Plano, TX

  • More than 10 years: 56%
  • 6-10 years: 27%
  • 3-5 years: 14%
  • 1-2 years: 3%
  • Less than 1 year: 0%

Educational Background for Financial Advisors in Plano, TX

  • Bachelors: 50%
  • Masters: 22%
  • Diploma: 20%
  • Associates: 7%
  • Doctorate: 1%

Top Skill for Financial Advisors in Plano, TX

  • Customer focus & orientation: 19%
  • Sales skills: 19%
  • Attention to detail: 14%
  • Management & leadership skills: Impact & influence: 8%
  • Spreadsheets with Microsoft Excel: 8%
  • Work style: Reliability: 7%
  • Management & leadership skills: Planning & execution: 7%
  • Verbal communication: 6%
  • Administrative assistant/receptionist: 6%
  • Scheduling: 6%

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    Financial Advisor jobs near Plano, TX