Latest Representative Advisor jobs in Lewisville, TX

28 Representative Advisor Jobs in Lewisville, TX

Call Center Representative SkyOne Federal Credit Union - Lewisville, TX 75067, USA you can truly make an impact. What we're looking for in a Call Center Representative To excel as a Member Service Advisor at SkyOne Federal Credit Union, candidates must possess exceptional customer service $20.50 - $26.00 per hour 18 days ago
Senior Wealth Advisor, Lewisville, TX Savvy Wealth - Lewisville, TX, United States experience and platform UI/UX Who You Are 10+ years of experience as a financial advisor Manage a portable book of business with $15M+ in AUM Certified Investment Adviser Representative (Series 65 or 66 More than 30 days ago
Senior Wealth Manager, Lewisville, TX Savvy Wealth - Lewisville, TX, United States experience and platform UI/UX Who You Are 10+ years of experience as a financial advisor Manage a portable book of business with $15M+ in AUM Certified Investment Adviser Representative (Series 65 or 66 More than 30 days ago
Client Service Representative III - Wealth Management Operations Avantax - Dallas, TX, United States Position Summary Avantax is seeking a Client Service Representative III who will be assigned a client base of top-producing financial advisors. The selected incumbent will also support their business 7 days ago
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Wealth Management (Leadership Fast-Track Program Equitable Advisors - Dallas, TX, United States Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies 27 days ago
BPO Insurance Licensing Manager ValorVIP - Dallas, Texas to complete stages of the process. Coordinates appropriate exams and records test results. Updates data in various computer systems for representatives, advisors and employees including change requests 5 days ago
BPO Insurance Licensing Director MCI Careers - Dallas, Texas are done on time Assist specialists and managers in ensuring appropriate exams are taken, and the results are recorded. Verifies data in various computer systems for representatives, advisors, and employees 5 days ago
Customer Service Representative (Celebration Advisor) WB Liquors & Wine - Plano, TX 75074, US working in a fun and family-friendly atmosphere? We are currently seeking a responsible and customer-oriented Customer Service Representative Celebration Advisor to join our team! Who are we? WB Liquors More than 30 days ago
Accounting Specialist - Mid-Level (3-5 years) Experis - Dallas, Texas Offices. Schedule is M-F 8:30am to 5pm, MT Very Strong MS Excel and MS Word skills required • The Trade Away Service (TAS) representative will provide settlement services to Investment Advisors who maintain 12 days ago
Senior Wealth Advisor, Flower Mound, TX Savvy Wealth - Flower Mound, TX, United States experience and platform UI/UX Who You Are 10+ years of experience as a financial advisor Manage a portable book of business with $15M+ in AUM Certified Investment Adviser Representative (Series 65 or 66 More than 30 days ago

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