Financial Advisor Jobs in Lewisville, TX

Variner - Dallas, TX, United States

responsibilities include: Assist in the management of all aspects of investment evaluation and execution, including meetings with management, oversight of 3rd-party advisors, and discussions with financing sources

from: linkedin.com - 8 days ago

LPL Financial - Dallas, United States

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union Competitive

from: efinancialcareers.com - 4 days ago

Trinity Industries, Inc. - Dallas, TX, United States

of the Company’s accounting, consolidation and financial reporting processes and ensures compliance with the Company’s controls, policies and procedures. The Corporate Controller also serves as a key advisor

from: linkedin.com - 9 days ago

Equitable Advisors - Dallas, TX, United States

to consumer segments that demand high quality service•Sell financial products and services including life insurance, annuities and investment options•Begin the process of leading a team of Financial Advisors

from: linkedin.com - 25 days ago

Kestra Financial Independent Advisor - Fort Worth, Texas

for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client

from: resume-library.com - 3 days ago

Claire Myers Consulting - Frisco, TX, United States

their financial futures. Job Description They are looking for a dedicated and experienced Wealth Management Advisor to join the team and oversee the client servicing for first responder clientele. The ideal

from: linkedin.com - 17 days ago

LHH - Fort Worth, TX, United States

financial statements multiple business entities Review monthly financial close process to ensure accuracy Advise on tax implications and strategies for the family office's investments and financial decisions

from: linkedin.com - 8 days ago

JPMorgan Chase Bank, N.A. - Flower Mound, TX (+4 locations)

and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning

from: JPMorgan Chase Bank, N.A. - 3 days ago

Equitable Advisors - Dallas, TX, United States

Advisors to help them achieve their goals What it takes to be a Financial Advisor: • A four-year college degree is preferred but not required and relevant professional FINRA securities registrations

from: linkedin.com - 17 days ago

Ascendo Resources - Dallas, TX, United States

and attention to detail. Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance. Prepare and process client paperwork accurately and efficiently

from: linkedin.com - 16 days ago