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Financial advisor Jobs in Frisco, TX

Last updated: 22 hours ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

New York Life Insurance CompanyTX, United States
$117,359.40 yearly
Full-time
Location : 100 miles within Frisco, TX area.Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent • to drive positive impact in the lives of famili...Show moreLast updated: 1 day ago
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MERRILL EXPERIENCED FINANCIAL ADVISOR

MERRILL EXPERIENCED FINANCIAL ADVISOR

Bank of AmericaFrisco, TX, United States
$48,000.00–$100,000.00 yearly
Full-time
Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show moreLast updated: 4 days ago
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MERRILL FINANCIAL SOLUTIONS ADVISOR : DALLAS MARKET

MERRILL FINANCIAL SOLUTIONS ADVISOR : DALLAS MARKET

The Bank of America CorporationTX, United States
Full-time
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...Show moreLast updated: 22 hours ago
Now Hiring - Financial Advisor

Now Hiring - Financial Advisor

Ruth Shannon - State Farm AgencyPlano, TX, US
$58,000.00 yearly
Highly successful State Farm agent located in Flower Mound, TX is seeking a.We are seeking energetic, motivated, entrepreneurial-minded individuals who are afforded the opportunity to make a differ...Show moreLast updated: 30+ days ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

RogueSearchTX, United States
Full-time
If you are a Financial Advisor, Private Client Advisor, or Wealth Manager, this opportunity could be for you.Join an Investment Program that supports the local community with a complete menu of fin...Show moreLast updated: 1 day ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Rethink WealthTX, United States
$73,547.00–$156,315.00 yearly
Full-time
Are you a financial advisor, ready to move beyond the limits of traditional firms and build your own vision?We're a veteran-led teamdedicated to creating entrepreneurial success stories, especially...Show moreLast updated: 22 hours ago
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.TX
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

EquitableTX, United States
Full-time
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross check...Show moreLast updated: 22 hours ago
Financial Advisor

Financial Advisor

Ameriprise FinancialPlano, Texas
Full-time +1
SummaryAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your per...Show moreLast updated: 30+ days ago
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Wealth Management Financial Advisor (McKinney / Allen Markets)

Wealth Management Financial Advisor (McKinney / Allen Markets)

American National Bank of TexasAllen, TX, United States
Full-time
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. Other responsibilities include : .Meeting with clie...Show moreLast updated: 30+ days ago
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Lead Financial Advisor

Lead Financial Advisor

Lord and Richards, Inc.Plano, TX, US
Full-time
Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients / assets through grassroots marketing and cold calling? At Lord and Richards ...Show moreLast updated: 15 days ago
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Financial Advisor / Insurance Sales / Financial Services Associate

Financial Advisor / Insurance Sales / Financial Services Associate

Capitol Wealth StrategiesAustin, Texas Metropolitan Area, United States
Full-time
Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security.As a ...Show moreLast updated: 16 days ago
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UK INVESTMENT COUNSELLOR (FINANCIAL ADVISOR ALTERNATIVE)

UK INVESTMENT COUNSELLOR (FINANCIAL ADVISOR ALTERNATIVE)

Fisher InvestmentsTX, United States
Full-time
As an Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom.You will partner with our internal portfolio decision-makers, auxiliary research teams, cli...Show moreLast updated: 22 hours ago
Financial Aid / Veteran Affairs Advisor

Financial Aid / Veteran Affairs Advisor

TASBOFrisco, TX
$56,760.00 yearly
Full-time
Wade Boulevard, Frisco, Texas, 75035.We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities.Advise an...Show moreLast updated: 30+ days ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Atria Wealth SolutionsPlano, TX, United States
Full-time
CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano...Show moreLast updated: 1 day ago
Financial Advisor

Financial Advisor

New York LifeFrisco, TX
Full-time
Insurance Agent with New York Life Insurance Company.The fundamental foundation of a New York Life Insurance Agent’s role is built client by client. Our agents are uniquely qualified to help t...Show moreLast updated: 30+ days ago
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FINANCIAL ADVISOR - BORGER, TX - MARKET 02, REGION 326

FINANCIAL ADVISOR - BORGER, TX - MARKET 02, REGION 326

Edward D. Jones & Co., L.P.TX, United States
Full-time
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show moreLast updated: 22 hours ago
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Financial Advisor Recruiter

Financial Advisor Recruiter

Wheeler Staffing PartnersPlano, TX, United States
$60,000.00–$80,000.00 yearly
Permanent
Pay : $60,000 - $80,000 base salary.Wheeler Staffing Partners (WSP) is seeking a.Plano, TX! This hybrid role offers a collaborative and dynamic work environment, with the flexibility to work both in...Show moreLast updated: 16 days ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Northwestern MutualTX, United States
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.As a financial advisor...Show moreLast updated: 1 day ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

The Fitzpatrick GroupTX, United States
Full-time
Are you passionate about helping people take control of their financial future? Do you want to be part of a movement thats shaking up the financial services industry? At The Fitzpatrick Group, were...Show moreLast updated: 22 hours ago
FINANCIAL ADVISOR

FINANCIAL ADVISOR

New York Life Insurance CompanyTX, United States
1 day ago
Salary
$117,359.40 yearly
Job type
  • Full-time
Job description

About the job Location : 100 miles within Frisco, TX area Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What were looking for Were looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer Training and development Well equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that well subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. Youll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, youre joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agents Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link https : / / www.newyorklife.com / careers / financial-professionals / income-and-benefits. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades Were proud of our financial strength.6 A Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moodys) AA Very Strong (Standard & Poors) Were proud of the help weve provided and continue to provide our clients.7 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 The terms agent and financial professional are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA / SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agents Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agents Ledger is part of determining the agents compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agents Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source : Individual Third-Party Ratings Reports : A.M. Best A, Fitch Ratings AAA, Moodys Aaa, and Standard & Poors AA (as of 11 / 17 / 2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The companys individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)