Financial Advisor Jobs in Westlake, 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 - 7 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 - 2 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 - 8 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 - 24 days ago

LPL Financial - Addison, United States

at GreenState Credit Union in Addison, IL would allow you to join the Investment Program at GreenState Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors Competitive

from: efinancialcareers.com - 2 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 - 16 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 - 16 days ago

CAPTRUST - Fort Worth, Texas

the results to clients and/or briefing the senior advisor(s) for delivery Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial

from: resume-library.com - 4 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 - 15 days ago

Equitable Advisors - Dallas, TX, United States

Lemnis Capital, is in alliance with Equitable. Equitable Advisors founded in 1859, is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling

from: linkedin.com - 16 days ago