Licensed 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.
Financial Solutions Advisor Consumer Investments - Central DFW Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Central DFW MarketDallas, 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 - Central DFW Market Dallas, Texas; Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Registration Candidate Consumer Investments - Central DFW Market Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Central DFW MarketDallas, TXBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Central DFW Market 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.
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.
Private Bank Investment Advisor Texas Capital Bancshares IncPrivate Bank Investment AdvisorDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Private Bank Investment Advisor Texas Capital BankPrivate Bank Investment AdvisorDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. .
Senior Alternative Investment Wholesaler Bridge Investment Group Holdings IncSenior Alternative Investment WholesalerDallas, TX$240,000–$340,000 / yearSenior Alternative Investment Wholesaler will drive fundraising results across the full suite of Bridge plus Apollos Real Estate product suite, with a focus on the major Wirehouses, Registered Investment Advisor (RIA) and Independent Broker Dealer (IBD) client segments. • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
ASSOCIATE, INVESTMENTS (PRIVATE CREDIT) Cresset Capital Management LLCASSOCIATE, INVESTMENTS (PRIVATE CREDIT)Dallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Investment Associate is a key member of the team supporting the CIO in macro-economic analysis and the Private Credit team in the review, diligence and underwriting of new investment ideas.
Associate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPlano, TXThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Compliance Officer, Broker-Dealer Investment Banking Texas Capital Bancshares IncCompliance Officer, Broker-Dealer Investment BankingDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.
Compliance Officer, Broker-Dealer Investment Banking Texas Capital BankCompliance Officer, Broker-Dealer Investment BankingDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.
["Senior Wealth Advisor","Senior Wealth Advisor"] Beacon Pointe Advisors["Senior Wealth Advisor","Senior Wealth Advisor"]PlanoThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
NewFiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based UpsideDallas, TX$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the DFW area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities 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).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Director, Product Management, Alternative Investments The Charles Schwab CorpDirector, Product Management, Alternative InvestmentsWestlake, TXSchwab Asset Management is the asset management arm of Charles Schwab and is committed to helping investors achieve their financial goals through a focused lineup of competitively priced ETFs, mutual funds, and separately managed account strategies. Reporting to the Managing Director, you will partner across product, distribution, legal, sales, client service, and other business teams to evaluate market opportunities, support product growth, and ensure strong alignment between business priorities, client needs, regulatory commitments, and competitive trends.
Advisor Support Representative AltruistAdvisor Support RepresentativeDallas, TX$54,000–$71,000 / yearAs the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients.
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorPlano, TXThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Associate, Advisor Platform Support Charles SchwabAssociate, Advisor Platform SupportWestlake, TXRemoteThrough your client conversations you will: + Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs. + Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab Advisor Services.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Senior Financial Analyst - Investment Management National Life GroupSenior Financial Analyst - Investment ManagementAddison, TX$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.