Accounting Director (Financial Reporting) JobotAccounting Director (Financial Reporting)Dallas, TX$150,000–$200,000 / yearThis is not a siloed SEC role, the ideal candidate is a well-rounded accounting leader with experience navigating complex transactions, scaling processes, supporting IPO readiness, and driving accounting excellence across the organization. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCFO JobotCFOPlano, TX$225,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a proven track record in strategic financial planning, budget management, and financial analysis, combined with a deep understanding of the engineering industry.
VP, Buy-side M&A and Ownership Transition Advisor BMO FinancialVP, Buy-side M&A and Ownership Transition AdvisorDallas, TX$102,000–$190,000 / yearApplication Deadline: 07/25/2026 Address: 200 Crescent Court Job Family Group: Customer Shared Services The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. Responsibilities will also include mentoring and developing junior members of the team, presenting at events and conferences, developing thought leadership pieces, collaborating with team members to develop and drive new initiatives as well as collaborating closely with other constituents across the bank.
Sales Advisor - Sony ActionLinkSales Advisor - SonyFLOWER MOUND, TX$19–$22ActionLink is seeking an outgoing and enthusiastic Full-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Flowermound and Lewisville, TX. Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.
Transaction Advisory Experienced Manager - Financial Due Diligence bdo consultingTransaction Advisory Experienced Manager - Financial Due DiligenceDallas, TX$130,000–$160,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
NewFinancial Advisor Northwestern MutualFinancial AdvisorRockwall, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Dallas MarketFlower Mound, TXEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Dallas Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Dallas MarketDallas, TXEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
NewCertified Financial Advisor The Vanguard GroupCertified Financial AdvisorDallas, TexasVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Financial Advisor III Frost BankFinancial Advisor IIIDallas, TexasAs a Financial Advisor III , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
Financial Advisor II Frost BankFinancial Advisor IIPlano, TexasAs a Financial Advisor II , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorDallas, TX$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
New2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)Plano, TXThe FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.
Financial Advisor II Cullen/Frost Bankers IncFinancial Advisor IIPlano, TXWho you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.
Financial Advisor III Cullen/Frost Bankers IncFinancial Advisor IIIDallas, TXWho you are: As a Financial Advisor III, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
Financial Advisor CORDA Investment ManagementFinancial AdvisorDallas, TexasThis role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth. At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy.
Virtual Financial Advisor - Dallas - Hybrid Thrivent Financial for LutheransVirtual Financial Advisor - Dallas - HybridDallas, TX$23.80–$26.45 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Professions IncFinancial AdvisorDallas, TXEvaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
Financial Solutions Advisor - Preston Center Financial Center Bank of America CorpFinancial Solutions Advisor - Preston Center Financial CenterDallas, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Wealth Financial Advisor - Dallas, TX Corebridge Financial IncWealth Financial Advisor - Dallas, TXTXWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Financial Advisor LPL FinancialFinancial AdvisorDallas, TexasThis employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
In House Financial Advisor - Delos First United BankIn House Financial Advisor - DelosDallas, TXAdvisory & Brokerage Services Manage client assets using: Delos model portfolios for all advisory relationships (exclusive) A limited set of firm-approved brokerage products (e.g., fixed annuities, brokered CDs) Focus on converting eligible brokerage clients to: Delos-managed advisory accounts, or Approved Delos-managed digital investment solutions Conduct periodic client reviews, respond to service needs, and coordinate account activity Identify when client needs increase in complexity and escalate appropriately. Key Responsibilities: • Client Relationship Management & Transitions Assume primary responsibility for assigned client relationships transitioned from Senior Advisors Participate in client transition meetings, calls, and outreach to ensure continuity of service Work with bank customer referrals below a certain level Serve as the ongoing point of contact for assigned clients following transition Deliver a consistent Delos and bank-branded client experience across all interactions.
Financial Advisor Manager Vanguard GroupFinancial Advisor ManagerPlano, TXThis role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs. Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
Manager, Financial Advisors Vanguard GroupManager, Financial AdvisorsPlano, TXThis role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs. Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
NewInvestment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, TXYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. The Day-to-Day: 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 and important market events.
Financial Advisor - Business Development MBC Talent ConnectionsFinancial Advisor - Business DevelopmentDallas, TexasThis role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.
NewFinancial Advisor (Frisco) Spectrum Financial GroupFinancial Advisor (Frisco)Frisco, TX$75,000–$125,000 / yearAs a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
NewFinancial Advisor (Dallas) Spectrum Financial GroupFinancial Advisor (Dallas)Dallas, TX$75,000–$125,000 / yearAs a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
Financial Advisor - Dallas, TX Corebridge FinancialFinancial Advisor - Dallas, TXPlano, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Simmons Bank LPL FinancialFinancial Advisor - Simmons BankDallas, TexasThis employment opportunity at Simmons Bank in Dallas, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Simmons Bank for financial solutions.
Financial Advisor - Dallas, TX Corebridge Financial IncFinancial Advisor - Dallas, TXTXCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor Opes OneFinancial AdvisorAddison, TX$65,000–$300,000Location: DFW, Texas, East Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa. Commission Pay : $60,000.00 - $300,000.00 + per year (uncapped commission structure) + draw .
Investment Executive (Financial Advisor) Dallas, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Dallas, TXDallas, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewTreatment & Financial Advisor Spearmint Dental & Orthodontics - PrincetonTreatment & Financial AdvisorPrinceton, TexasOur practice is known for providing the community with a wide range of services using state-of-the-art technology and modern techniques. Spearmint Dental & Orthodontics is looking to add a Treatment & Financial Advisor to our Princeton team!
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementIrving, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wealth Financial Advisor - Dallas, TX Corebridge FinancialWealth Financial Advisor - Dallas, TXDallas, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor Proxy FinancialFinancial AdvisorDallas, TXRemoteWe are actively building and expanding in key markets, including: CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York). Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX Bank of AmericaMerrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TXForney, TexasAs an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
Financial Advisor 2 Baylor Scott & White HealthFinancial Advisor 2TXRemotePrepares, Manages, and Analyzes financial information related to the end of month close cycle, including root cause analysis and technical accounting research. Supports the monthly accounting close process by preparing and reviewing various journal entry information and performing accounting research.
Financial Solutions Advisor - Greater Dallas/Ft. Worth Market Bank of AmericaFinancial Solutions Advisor - Greater Dallas/Ft. Worth MarketFrisco, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Central DFW Market Bank of AmericaFinancial Solutions Advisor - Central DFW MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - NW Texas Market Bank of AmericaFinancial Solutions Advisor - NW Texas MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Advisor Qureos IncFinancial AdvisorDallasThe Financial Advisor will assess clients' financial situations, develop personalized financial plans, recommend investment and insurance products, and provide ongoing guidance to help clients build and protect their wealth. Develop personalized financial plans covering investments, retirement, tax planning, education funding, and estate planning.
Financial Advisor Staffing In MotionFinancial AdvisorPlano, TexasAs the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long -term financials goals. This is a relationship manager role where you are given a book of 150 -200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household).
Financial Wealth Advisor (Advisory Team) FartherFinancial Wealth Advisor (Advisory Team)Dallas, TX$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
Financial Solutions Advisor Registration Candidate - East Dallas Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - East Dallas MarketRichardson, TXBack to search results Financial Solutions Advisor Registration Candidate - East Dallas Market Tyler, Texas; Richardson, Texas; Garland, Texas; Allen, Texas; Greenville, Texas; Richardson, Texas; Wylie, Texas; Rockwall, Texas; Tyler, Texas; Garland, Texas; Plano, Texas; Plano, Texas; Lucas, Texas; Murphy, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate - Central DFW Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Central DFW MarketDallas, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Aid Advisor Universal Technical InstituteFinancial Aid AdvisorDallas, Texas$24–$26 / hourDeliver Excellence: Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles . As a Financial Aid Advisor , you’ll be the friendly guide that students and their families rely on to make sense of financial aid, from securing resources to understanding the process.
Financial Solutions Advisor Registration Candidate - Greater DFW Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater DFW MarketFrisco, TXI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Internal Controls Financial Reporting Advisor Senior USAAInternal Controls Financial Reporting Advisor SeniorPlano, TX$103,450–$197,730 / yearWhat you'll do: Guides and facilitates cross-functional teams in planning and executing the Internal Controls Financial Reporting (ICFR) framework including control identification, evaluation of design, test of operating effectiveness, issue evaluation including root cause analysis and oversight of remediation activities. As a dedicated Internal Controls Financial Reporting Advisor Senior, you'll guide and facilitate cross-functional teams in planning and executing the Internal Controls Financial Reporting (ICFR) framework for shared service process areas supporting the bank and insurance entities.