40 Results for

Financial Planner Jobs in Dallas, TX

Jobs

New!

Plano, TX5 days ago

$90,310–$162,550 Per Year

Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.

Dallas, TX30+ days ago

Remote

As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC.

Plano, TX30+ days ago

The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, retail stores, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. Beauty Systems Group, branded as Cosmo Prof or Armstrong McCall stores, along with its direct sales consultants, sell professionally branded products intended for use and resale by salons to retail consumers.

Richardson, Texas13 days ago

Job Posting Title: Financial Aid Planner Choose To Make A Difference: Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.

Mansfield, Texas12 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Plano, TX30+ days ago

Person will work closely with a mentor to perform investments, tax planning, debt restructuring, business profit improvement, projections and acquisitions. Unique opportunity for tax professionals to transition into financial planning in a blended finance/tax role!

Plano, TX30+ days ago

Collaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay. Experienced Associate Planner (Manager level) Wealth Management Firm North Dallas - 1 day remoteOutstanding opportunity for someone with 5+ years of tax experience who is looking to transition to personal financial planning.

Arlington, TX22 days ago

$75,000–$148,000 Per Year

Apply knowledge of product development planning to establish and control the program schedule baseline; coordinate with multifunctional teams to update status for management decision making on complex development and production programs and proposals. The ideal candidate will have strong teambuilding skills, exhibit strong collaboration/interpersonal skills, and possess comprehensive verbal and written communication/presentation skills.

Plano, TX30+ days ago

The Buyer & Merchandise Planner plays a dual role, responsible for both the strategic planning of sales, gross margin, and inventory, and the tactical execution of buying and product development. With 500+ theatres and nearly 6,000 screens; we're truly a global presence of 20,000 movie lovers working together to make unforgettable experiences.

Dallas, TX30+ days ago

Full-time

United by our Core Purpose-to plan, design, and consult to create healthy and thriving communities-we deliver innovative solutions for life's essential infrastructure and institutions. As a Senior Planner, you will: Prepare planning reports, presentations, and studies including data analysis, technical writing, and supporting graphic development.

New!

Richardson, Texas1 day ago

$68,000–$89,000 Per Year

Develop the demand consensus forecast for complex and highly visible finished goods and/or parts & supplies, utilizing the statistical forecast as the baseline and incorporating new business, promotions, external market factors, and new product introductions. Who We Are: Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions.

Plano, TX30+ days ago

The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, libraries, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. Manage the preplanning process and asset allocation to identify and drive grow / maintain / decline businesses .This position is not a remote role, but hybrid, working at the SBH Support Center located in Plano Texas. “At Sally Beauty Holdings, we find beauty in diversity.

Sunnyvale, TX28 days ago

Responsible for performing assessments on Medicare, Medicaid, Private Pay, Commercial insured and high-risk patients to determine discharge planning needs, always documents assessments. Baylor Scott & White Medical Center - Sunnyvale is seeking a Case Manager, RN - Discharge Planner to assess, plan, implement and evaluate the needs of patients for discharge planning and utilization review.

Dallas, Texas30+ days ago

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. We provide value across the entire project lifecycle through our core construction management services and complementary business lines in real estate investment, design, self-perform construction, and technology start-up investment (Suffolk Technologies).

Dallas, Texas30+ days ago

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. . Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

Hurst, Texas30+ days ago

$60,000–$100,000 Per Year

Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide.

Dallas, TX30+ days ago

Full-time

JCDecaux is the #1 outdoor advertising company in the world, we are dedicated to giving brands unique voices and providing messaging platforms through the highest quality out-of-home solutions and first-class services. Joining JCDecaux means choosing the number one outdoor advertising company worldwide and seeing new horizons in a team recognized for its momentum, creativity, and sense of innovation.

Dallas, TX30+ days ago

Full-time

The job demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscores our business strategies. As an Events Management Senior Associate, within the Asset Management Events Team, you will report to the Head of South Private Bank Events supporting the South Region and plan/execute client events from concept through execution and evaluation.

Roanoke, Texas30+ days ago

$30–$35 Per Hour

Programs include company and industry training curricula, support for formal education through the Tuition Reimbursement Program (Non-Union), and a Learning Management System that supports and enhances employee skills at all levels of the organization. Novolex is a leading manufacturer of food, beverage, and specialty packaging that supports multiple industries including foodservice, restaurant delivery and carryout, food processing, grocery and retail, and industrial sectors.

Frisco, TX28 days ago

Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

Dallas, TX30+ days ago

With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. This role is ideal for a consulting technologist with deep expertise in modern GenAI tooling, agentic system design, and enterprise SDLC, who can partner directly with clients to envision, design, develop, and deploy Agentic AI platforms in regulated environments.

Dallas, Texas30+ days ago

This 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.

Irving, TX30+ days ago

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Dallas, TX30+ days ago

Flower Mound, TX30+ days ago

Dallas, TX8 days ago

$75,000–$125,000 Per Year

As 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 80qualified leads per day and marketing support to help you build your client base.

New!

Frisco, TX6 days ago

$75,000–$125,000 Per Year

Plano, Texas30+ days ago

You 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. 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.

Dallas, TX21 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Plano, TX30+ days ago

This is a client-facing position focused on education and analysis (non-legal advice), working closely with internal partners across financial planning, investments, and tax. In this role, you will help high-net-worth clients understand their existing estate plans, identify gaps, and explore strategies to achieve their long-term goals.

Plano, TX30+ days ago

Collaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay. Work closely with a mentor to perform tax and retirement planning, investment allocation, cash flow analysis, and projections for acquisitions.

Frisco, TX30+ days ago

Full-time

Job Summary: You would be indirectly reporting to the Tax Advisors or Tax Analyst and would be responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization. Essential Functions: Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065).

New!

Dallas, TXToday

As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting. Acquisition-related tasks include, but not limited to: market research, development of milestone schedules, analyze cost or price proposals, prepare and process technical evaluation documents, provide administrative assistance, coordinate contract close-outs and other administrative actions.

Dallas, TX13 days ago

$130,000–$160,000 Per Year

Advanced proficiency with Windows and productivity tools (MS Office, Excel, Adobe Acrobat) and the ability to ramp quickly on new platforms such as CCH Axcess Tax, BNA Tax Planner, and research resources (e.g., RIA Checkpoint, BNA portfolios or equivalent). We are conducting a search for a high performing wealth advisory firm for a Lead Tax Advisor to serve as the in house tax subject matter expert and leader of the tax client service function.

New!

Dallas, TX6 days ago

Develop and maintain relationships with real estate agents, financial planners, individual borrowers, and builders to build a network and generate loan business. Our focus on continuous improvement, professional development and convenience for our customers ensures that our company is equipped with the necessary tools and training to excel as the real estate industry continues to evolve.

New!

Dallas, TX1 day ago

$146,000–$200,000 Per Year

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Dallas, TX30+ days ago

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Irving, Texas29 days ago

Regular interaction and coordination with internal financial and executive management as well as extensive contact with external executives, decision makers, and government agency personnel, engineers, land planners and contractors regarding acquisition, development and sales. Assist Vice President and the Director of Land Acquisitions in daily land research responsibilities;visit competing communities sales center to procure pricing, Site plans, and other key indicators.

Sunnyvale, Texas30+ days ago

Qualifications: Electrical Engineering Degree OR Electrical Trade Diploma with a minimum of 8 years of Project Management experience in the Electrical Industry, with at least 4 year's experience leading complex multi-million dollar Electrical Projects, Data Centers preferred, OR a minimum of 10 years combined experience in Electrical Field Installation and Project Management in the Electrical Industry, with at least 5 year's experience leading large complex multi-million dollar Electrical Projects in the public/private sector. While performing the duties of this job, the employee may be regularly required to work outdoors, be exposed to wet and/or humid conditions; moving mechanical and electrical parts; high, precarious places; dust, fumes or airborne particles; toxic or caustic chemicals; outside weather conditions, extended exposure to sunlight; cold and heat; risk of electrical shock and vibration.

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Financial Planner Jobs in Dallas, TX

Jobs

Manager, Retirement Income – Life CompanyUSAA

Financial Planner/Advisor (Remote)Melanin Money

Senior Merchandise Financial PlannerSally Beauty Holdings

Financial Aid PlannerAmerican Career College

Financial AdvisorNorthwestern Mutual

Associate PlannerUnity Search Group

Experienced Associate PlannerUnity Search Group

Planner / SchedulerIPS Custom Automation

Merchandise Planner BuyerCinemark USA, Inc

Senior Planner - Transportation MarketGresham Smith

Demand PlannerLennox International

REPLENISHMENT PLANNERSally Beauty Holdings

Case Manager, RN - Discharge PlannerBaylor Scott & White Medical Center - Sunnyvale

Senior Planner (Scheduler) - Precon - Proposal - Mission CriticalSuffolk Construction Company, Inc.

Senior Wealth PlannerRockefeller Capital Management

TX-Hurst Retirement PlannerAMERICAN SENIOR BENEFITS LLC

Sales PlannerJCDecaux North America

Senior Planner (Scheduler) - Precon - Proposal - Mission CriticalUNAVAILABLE

Private Bank Event Planner, Senior AssociateJPMorgan Chase Bank, N.A.

Maintenance PlannerNovolex

Fiduciary Advisor - Frisco TX - 100-150K Base Salary Plus BonusTrajan Wealth LLC

AI Product Engineer - Agentic AI Platforms (Financial Services)Capgemini

Financial Advisor - Business DevelopmentMBC Talent Connections

Financial Professional/Advisor (Bilingual Chinese)New York Life

Financial Professional/Advisor (Bilingual Vietnamese)New York Life

Financial Professional / AdvisorNew York Life

Financial Advisor (Dallas)Spectrum Financial Group

Financial Advisor (Frisco)Spectrum Financial Group

Investment Counselor (Financial Advisor Alternative)Fisher Investments

Financial AdvisorFirst Command Financial Services, Inc.

Estate Planning Specialist, Plano TX and Tampa FLECG Resources

ParaplannerUnity Search Group

Senior Tax AssociateMacpower Digital Assets Edge LLC

Administrative AssistantProSidian Consulting

Lead Tax ManagerProfessions Inc

Mortgage Loan Originator (Active License Required)City Up Group

Tax Senior Manager, Private Client Servicesbdo consulting

J.P. Morgan Advisors - Senior Client Associate - Dallas, TXJPMorgan Chase

Land Acquisition AnalystMeritage Homes Corporation

Senior Project Manager (Electrical Construction)Morley-Moss Inc.

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