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Investment advisor Jobs in Richardson, TX

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Investment advisor • richardson tx

Last updated: 17 hours ago

Tax Advisor

H&R BlockRichardson, TX, United States
Temporary

As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence.You'll use your expertise to prepare accurate returns, uncover sa... Show more

Financial Advisor

Teacher's Pension and Insurance ServicesPlano, TX, United States
$10.00 hourly
Full-time

Financial Advisor K12 Retirement Specialist (403b/457b).Join a proven system where advisors build six-figure practices serving the underserved K12 market.We're currently scheduling presentations f... Show more

Tax Advisor/Manager

Unity Search GroupRichardson, TX, US
Permanent
Quick Apply

Unity Search has partnered with a growing North Dallas Wealth Management firm looking to add a Tax Advisor to their team.This role will be responsible for tax advisory and planning; as well as tax ... Show more

 • New!

Senior Vice President, Investment

MslgroupPlano, TX, United States
$180,215.00 yearly
Full-time

With a history that dates back over 80 years, Starcom is a global communications planning and media leader.We are an agency still grounded in our founding principle that people are at center of all... Show more

Financial Advisor

Northwestern MutualAddison, TX, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Investment Officer

Catalyst Corporate Federal Credit UnionPlano, TX, United States
Full-time

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve.Whether through innovative payments, asset management or liquidity solutions, we're passiona... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyAddison, TX, United States
$61,000.00 yearly
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.On your path to becomi... Show more

Program Management Advisor

FedExPlano, Texas, US
$7,488.36 monthly
Full-time

Domicilie Location</strong></p><p>The preferred location for this hybrid position is Memphis, TN.We are open to candidates in Plano, TX and Pittsburgh, PA.Candidates residing with... Show more

 • New!

Investment Banking Analyst - Summer 2027

MarshBerryPlano, TX, United States
$85,000.00–$95,000.00 yearly
Full-time

Investment Banking Analyst Summer 2027.MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Financial Analyst to join our team.We have a people-first, fast-paced, collab... Show more

Financial Advisor

TradeJobsWorkforce75248 Dallas, TX, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Investment Banker

TradeJobsWorkForce75225 University Park, TX, US
Full-time

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.Conducts re... Show more

 • Promoted

Vice President of Investment Sales

Staffing in MotionPlano, TX, United States
$100,000.00 yearly
Full-time

Firm: Large Portfolio Management firm with over $200 billion in assets under management.This is an inside sales role with an Investment firm and the primary responsibilities are calling high-net-wo... Show more

Loan Advisor

Texans Credit UnionRichardson, TX, United States
Full-time

We are member-owned and operated in the Dallas metro area and are looking for people to join our team who love a challenge and enjoy helping others to truly make a difference!.Texans Credit Union h... Show more

Sr. Mortgage Advisor

Community America Credit UnionPlano, TX, United States
Full-time

Mortgage Advisor serves as the dedicated residential mortgage expert within our credit union branch network.This role primarily focuses on servicing warm internal referrals and walk-in traffic gene... Show more

Analyst, Investment Analytics

National Life Insurance CompanyAddison, TX, United States
$47,250.00–$69,300.00 yearly
Full-time

Come join one of America's fastest-growing insurance companies.Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad.Throughout ... Show more

Financial Advisor

First Command Financial Services, Inc.Addison, TX, US
Full-time

Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more

Investment Counselor (Financial Advisor Alternative)

Fisher InvestmentsPlano, TX, United States
Full-time

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr... Show more

Financial Advisor

Credent Wealth ManagementPlano, TX, United States
Full-time

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.Registered Investment Advisor (RIA) headquartered in Indiana.They offer a uniquely client-c... Show more

Automotive Service Advisor

Brakes PlusRichardson, TX, United States
$40,000.00–$60,000.00 yearly
Full-time

The Automotive Service Advisor, reporting to the Store Manager, will be responsible for setting the highest standards of excellence and personifying our core values to support operations in the ser... Show more

Certified Financial Advisor

VanguardPlano, TX, United States
Full-time

Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX.With ... Show more

People also ask
Tax Advisor

Tax Advisor

H&R BlockRichardson, TX, United States
4 days ago
Job type
  • Temporary
Job description

Seasonal Tax Advisor

As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.

Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.

Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations.

Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.

Provide IRS support, tax notice assistance, and audit guidance to clients as needed.

Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment.

Required Qualifications:

  • Successful completion of the H&R Block Tax Knowledge Assessment 1
  • Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
  • Experience working in a client facing, consultative, or advisory role
  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
  • Must complete continuing education and meet all other IRS and applicable state requirements
  • High school diploma / GED / equivalent required

Preferred Qualifications:

  • Bachelor's degree in accounting, finance or a related field
  • 5+ years of experience in tax preparation, accounting, finance, bookkeeping
  • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
  • Experience completing complex returns, tax planning, audit support, or tax notice resolution
  • Familiarity with GoSystem or Ultratax software
  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us:

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.