Financial Representative Jobs in Lancaster, TX (923)
Chief Financial Officer CFO Advisor Dallas
ExecHQ
Dallas, Texas
Health Insurance
Dental Insurance
Vision Insurance
Tax Senior Manager | Private Client
Forvis Mazars, LLP
Dallas, Texas
Chief Architect IRC255181
GlobalLogic
Dallas, Texas
401(k)
PTO
Health Insurance
$180k - $220k / year
Investment Director Blog Post
Allocator Jobs
Dallas, Texas
$38 / hour
Investment Director
Cambridge Associates
Dallas, Texas
Customer Service Representative- Work from Home Financial Services Associate
Legacy Wealth Associates
🌎 Remote
Part-Time
Remote
Health Insurance
Flexible Schedule
‌
Client Service Representative - Work from Home Financial Services Associate
Legacy Wealth Associates
🌎 Remote
New
Part-Time
Remote
Health Insurance
Flexible Schedule
‌
Solutions Consultant 2 - Strategic Financial Services
Palo Alto Networks
Dallas, TX
New
$198k - $273k / year
‌
Entry Level Financial Representative - Insurance Sales
Bankers Life
Dallas, TX
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Dallas, TX
Diversity Leader
$69.6k - $105k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Dallas, TX
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor: Dallas Market
Bank of America
Dallas, TX
Diversity Leader
Eco-Friendly
$100k / year
‌
Merrill Financial Solutions Advisor: Greater Dallas Market
Bank of America
Dallas, TX
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Sr. Charitable Estate Planning Advisor
American Heart Association
Dallas, TX
PTO
Dental Insurance
Vision Insurance
‌
Oracle Cloud Financial Consultant
Accenture
Irving, TX
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Central Review Unit Supervisory Principal
Citigroup
Irving, TX
Dental Insurance
$114.7k - $172.1k / year
‌
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Dallas, TX
Diversity Leader
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Dallas, TX
Diversity Leader
$88.6k - $170.9k / year
‌
Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
Deloitte
Dallas, TX
Diversity Leader
$85k - $169.7k / year
‌
Financial Representative - State Farm Agent Team Member
Nathan Ferguson - State Farm Agent
🌎 Remote
Remote
Hourly
Health Insurance
$15 - $25 / hour
‌
Financial Advisor
Northwestern Mutual
Dallas, TX
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$61k - $119k / year
‌
Vice President - Wealth Advisor
Coda Search│Staffing
Dallas, TX
New
‌
Wealth Management Advisor
Equitable Advisors
Dallas, TX
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor
Equitable Advisors
Dallas, TX
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Associate, Wealth Advisor
Cresset
Dallas, TX
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Associate Financial Advisor
Quotient Wealth Partners
Dallas, TX
New
‌
Financial Advisor
Wheeler Staffing Partners
Dallas, TX
New
$100k - $120k / year
‌
Senior Financial Advisor
CONCURRENT
Dallas, TX
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$90k - $110k / year
‌
Financial Consultant - Retirement Benefits Group
Equitable Advisors
Dallas, TX
New
‌
Entry Level Financial Advisor
Lemnis Capital
Dallas, TX
New
Entry-Level
‌
Financial Planning, Senior Associate
The Mather Group
Dallas, TX
New
‌
Financial Professional
Equitable Advisors
Dallas, TX
New
Entry-Level
Dental Insurance
Vision Insurance
Job Description
Working as a Financial Representative in Lancaster, TX
There are 923 Financial Representative opportunities available in Lancaster, TX all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Lancaster, TX
Financial Representatives in Lancaster, TX Resume Data
Average Experience for Financial Representatives in Lancaster, TX
- More than 10 years: 48%
- 6-10 years: 36%
- 3-5 years: 14%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Lancaster, TX
- Diploma: 51%
- Bachelors: 25%
- Associates: 17%
- Masters: 7%
- Doctorate: 1%
Top Skill for Financial Representatives in Lancaster, TX
- Customer focus & orientation: 20%
- Customer service: 13%
- Work style: Reliability: 12%
- Attention to detail: 11%
- Call center customer service: 11%
- Sales skills: 8%
- Verbal communication: 8%
- Administrative assistant/receptionist: 6%
- Scheduling: 6%
- Data entry: Accuracy: 5%
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