NewTax Advisor JobotTax AdvisorDallas, TXRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewWealth Advisor JobotWealth AdvisorDallas, TX$75,000–$130,000 / 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. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Plano, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementRowlett, 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.
Financial Solutions Advisor Consumer Investments - Dallas North Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Dallas North MarketDallas, TXBack to search results Financial Solutions Advisor Consumer Investments - Dallas North Market Dallas, Texas; Rowlett, Texas; Garland, Texas; Greenville, Texas; Rockwall, Texas; Rockwall, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Plano, Texas; Murphy, Texas; Richardson, Texas; Garland, Texas; Dallas, Texas; Richardson, Texas; Wylie, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Garland, Texas; Plano, Texas; Dallas, Texas; Dallas, Texas; Garland, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key 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.
Financial Solutions Advisor Consumer Investments - Arlington TX Area Bank of America CorpFinancial Solutions Advisor Consumer Investments - Arlington TX AreaArlington, 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. Back to search results Financial Solutions Advisor Consumer Investments - Arlington TX Area Arlington, Texas; Grand Prairie, Texas; Mansfield, Texas; Arlington, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Consumer Investments - Mid Cities DFW Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Mid Cities DFW MarketArlington, TXBack to search results Financial Solutions Advisor Consumer Investments - Mid Cities DFW Market Arlington, Texas; Arlington, Texas; Irving, Texas; Flower Mound, Texas; Flower Mound, Texas; Fort Worth, Texas; Southlake, Texas; Irving, Texas; Irving, Texas; Irving, Texas; Grand Prairie, Texas; Keller, Texas; Irving, Texas; Dallas, Texas; Dallas, Texas; Lewisville, Texas; Coppell, Texas; Flower Mound, Texas; Fort Worth, Texas; Denton, Texas; Colleyville, Texas; Colleyville, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key 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.
Financial Solutions Advisor Consumer Investments - Greater DFW Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Greater DFW MarketCarrollton, TXBack to search results Financial Solutions Advisor Consumer Investments - Greater DFW Market Carrollton, Texas; Frisco, Texas; McKinney, Texas; Plano, Texas; McKinney, Texas; Plano, Texas; Plano, Texas; Richardson, Texas; McKinney, Texas; Dallas, Texas; Lucas, Texas; Frisco, Texas; Prosper, Texas; Plano, Texas; Allen, Texas; Frisco, Texas; McKinney, Texas; Plano, Texas; Carrollton, Texas; Cross Roads, Texas; Frisco, Texas; Lewisville, Texas; Frisco, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key 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.
Financial Solutions Advisor Consumer Investments - Dallas South Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Dallas South MarketDallas, TXBack to search results Financial Solutions Advisor Consumer Investments - Dallas South Market Dallas, Texas; Dallas, Texas; Duncanville, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Balch Springs, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Desoto, Texas; Dallas, Texas; Mesquite, Texas; Mesquite, Texas; Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key 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.
Financial Solutions Advisor Consumer Investments - Cedar Springs & Knight Financial Center Bank of America CorpFinancial Solutions Advisor Consumer Investments - Cedar Springs & Knight 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. Back to search results Financial Solutions Advisor Consumer Investments - Cedar Springs & Knight Financial Center Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Consumer Investments - Southwest Dallas Area Bank of America CorpFinancial Solutions Advisor Consumer Investments - Southwest Dallas AreaCedar Hill, 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. Back to search results Financial Solutions Advisor Consumer Investments - Southwest Dallas Area Cedar Hill, Texas; Midlothian, Texas; Desoto, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorCoppell, TXRecommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Financial Solutions Advisor Registration Candidate Consumer Investments - Dallas South Market Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Dallas South MarketDuncanville, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Dallas South Market Dallas, Texas; Dallas, Texas; Duncanville, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Balch Springs, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Desoto, Texas; Dallas, Texas; Mesquite, Texas; Mesquite, Texas; Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor Registration Candidate Consumer Investments - Cedar Springs & Knight Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Cedar Springs & Knight Financial CenterDallas, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Cedar Springs & Knight Financial Center Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor Registration Candidate Consumer Investments - Highway 121/Coit Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Highway 121/Coit Financial CenterPlano, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Highway 121/Coit Financial Center Plano, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
NewFinancial Solutions Advisor Consumer Investments - Legacy/Independence Financial Center Bank of AmericaFinancial Solutions Advisor Consumer Investments - Legacy/Independence Financial CenterPlano, 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.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, TexasFull timeYou 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.
Investment Executive (Financial Advisor) Fort Worth, TX Fifth Third BankInvestment Executive (Financial Advisor) Fort Worth, 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.
Investment Executive (Financial Advisor) Plano, TX Fifth Third BankInvestment Executive (Financial Advisor) Plano, 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.
Investment Executive (Financial Advisor) Dallas, TX Fifth Third BankInvestment Executive (Financial Advisor) Dallas, TXDallas, TexasInvestment Executive (Financial Advisor) Dallas, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.