Financial Advisor Jobs in Lewisville, TX (487)
Locum Physician (MD/DO) - Obstetrics and Gynecology in Frisco, TX
LocumJobsOnline
Frisco, TX
New
Hospitalist Physician
CorroHealth
Plano, TX
401(k)
Dental Insurance
Vision Insurance
Senior Software Engineer
ISC Financial
Dallas, Texas
Patient Financial Advisor II
UT Southwestern Medical Center
Dallas, TX
PTO
Education
Parental Leave
Patient Financial Advisor II
University of Texas Southwestern Medical Center
Dallas, TX
New
PTO
Education
Parental Leave
Client Services Representative
BOK Financial
Plano, TX
New
‌
Client Services Associate - Waterworth Wealth Advisors
Kestra Financial
Grapevine, TX
PTO
‌
Client Associate
UBS
Dallas, TX
Part-Time
‌
Client Service Associate-Wealth Management
Credent Wealth Management
Plano, TX
Hospitality
‌
Data Entry Assistant
Recruit Monitor
McKinney, TX
New
‌
Data Entry Representative
Recruit Monitor
McKinney, TX
New
‌
Data Entry Clerk
Recruit Monitor
McKinney, TX
New
‌
Financial Professional
New York Life
Frisco, Texas
New
$60k / year
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
‌
Sales Associate
Creative Financial Investments
Lewisville, TX
Part-Time
Hybrid
Flexible Schedule
$40 - $60 / hour
‌
Financial Advisor
Atria Wealth Solutions
Plano, TX
$1042128.2k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Dallas, TX
Diversity Leader
$69.6k - $105k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Frisco, TX
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor: Dallas Market
Bank of America
Dallas, TX
Diversity Leader
Eco-Friendly
$100k / year
‌
Merrill Financial Solutions Advisor: Greater Dallas Market
Bank of America
Frisco, TX
Diversity Leader
Eco-Friendly
$100k / year
‌
Merrill Financial Solutions Advisor - Fort Worth & Associates Market
Bank of America
Southlake, TX
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Counselor
Baylor Scott & White Health
Grapevine, TX
Diversity Leader
PTO
Education
‌
Sr. Charitable Estate Planning Advisor
American Heart Association
Dallas, TX
PTO
Dental Insurance
Vision Insurance
‌
Relationship Manager - EGP
Bank of America
Frisco, TX
Diversity Leader
Eco-Friendly
‌
Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
Deloitte
Dallas, TX
Diversity Leader
$85k - $169.7k / year
‌
Oracle Cloud Financial Consultant
Accenture
Irving, TX
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
Deloitte
Dallas, TX
Diversity Leader
$63.4k - $126.6k / year
‌
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
Deloitte
Dallas, TX
Diversity Leader
$119.5k - $238.7k / year
‌
Central Review Unit Supervisory Principal
Citigroup
Irving, TX
Dental Insurance
$114.7k - $172.1k / year
‌
Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)
Deloitte
Dallas, TX
Diversity Leader
$85k - $169.7k / year
‌
Capital Markets Regulatory Change - Consultant/Senior Consultant
Capco, a Wipro
Dallas, TX
Dental Insurance
Vision Insurance
Education
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Sales Associate
Creative Financial Investments
Lewisville, TX
Part-Time
Hybrid
Flexible Schedule
$40 - $60 / hour
Job Description
Working as a Financial Advisor in Lewisville, TX
There are 487 Financial Advisor opportunities available in Lewisville, TX all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Lewisville, TX
Financial Advisors in Lewisville, TX Resume Data
Average Experience for Financial Advisors in Lewisville, TX
- More than 10 years: 56%
- 6-10 years: 28%
- 3-5 years: 13%
- 1-2 years: 3%
- Less than 1 year: 0%
Educational Background for Financial Advisors in Lewisville, TX
- Bachelors: 48%
- Masters: 23%
- Diploma: 20%
- Associates: 9%
- Doctorate: 1%
Top Skill for Financial Advisors in Lewisville, TX
- Sales skills: 21%
- Customer focus & orientation: 17%
- Attention to detail: 17%
- Work style: Reliability: 8%
- Management & leadership skills: Impact & influence: 8%
- Spreadsheets with Microsoft Excel: 7%
- Customer service: 6%
- Management & leadership skills: Planning & execution: 6%
- Verbal communication: 6%
- Administrative assistant/receptionist: 5%
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