NewEvent Planner ECLAROEvent PlannerIrving, TX$31 / hourThis role partners with community leaders, sponsors, venues, and internal stakeholders to create exceptional experiences for C-level executives while managing budgets, vendors, event technology, and onsite operations. Position Overview: The Senior Conference Planner is responsible for the logistics, planning, and execution of Client C-Level Communities programs, including Executive Summits and Inner Circle dinners.
Associate Financial Planner Cain Watters & AssociatesAssociate Financial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.
Financial Planner - Central Advice Group TIAAFinancial Planner - Central Advice GroupFrisco, TexasThis job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines. Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
Financial Planner Cain Watters & AssociatesFinancial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. The Financial Planner supports clients in achieving personal and professional financial goals while contributing to a consistent, high‑quality wealth management experience aligned with CWA’s fiduciary and tax‑optimized advisory philosophy.
Sr. Financial Planner (Dallas, TX) Mercer AdvisorsSr. Financial Planner (Dallas, TX)Dallas, Texas$72,250–$85,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Associate Financial Planner Intern - Summer 2027 Cain Watters & AssociatesAssociate Financial Planner Intern - Summer 2027Frisco, TexasThe Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client’s financial plan, which include management of both internal and external workflows. INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020).
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - DallasDallas, TXThe GPO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. Our Planning Advisors partner with GPO's Investment Management arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.
Financial Planner (Dallas, TX) Mercer AdvisorsFinancial Planner (Dallas, TX)Dallas, Texas$63,155–$74,300 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Senior Merchandise Financial Planner Sally Beauty HoldingsSenior Merchandise Financial PlannerPlano, TXThe 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.
Wealth Planner Huntington Bancshares IncWealth PlannerDallas, TXThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Wealth Planner Huntington National BankWealth PlannerDallas, TexasThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Financial Advisor Northwestern MutualFinancial AdvisorDallas, 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.
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 Solutions Advisor - Preston Lebanon Financial Center Bank of AmericaFinancial Solutions Advisor - Preston Lebanon Financial CenterFrisco, 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 Solutions Advisor Consumer Investments - Cedar Springs & Knight Financial Center Bank of AmericaFinancial Solutions Advisor Consumer Investments - Cedar Springs & Knight Financial CenterDallas, 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 Solutions Advisor Consumer Investments - Lakewood Financial Center Bank of AmericaFinancial Solutions Advisor Consumer Investments - Lakewood Financial CenterDallas, 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.
Personal Financial Counselor, Assignment Ready Counselor, Pfc, Dallas TX Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc, Dallas TXDallas, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC - Grand Prairie, Texas Magellan Health ServicesPersonal Financial Counselor, PFC - Grand Prairie, TexasDallas, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TX Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TXDallas, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC - Grand Prairie, Texas Magellan Health IncPersonal Financial Counselor, PFC - Grand Prairie, TexasDallas, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.