Personal Financial Advisor Jobs in Grand Prairie, TX
Wealth Advisor, Schwab Wealth Advisory
- Charles Schwab
- Westlake, TX (20 miles from Grand Prairie, TX)
- 1 day ago
- Westlake, TX (20 miles from Grand Prairie, TX)
- 1 day ago
include: Undergraduate degree required Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days) Three or more years advisory experience required Five or more years in the financial...
HybridSr. Manager, Wealth Advisor- Schwab Wealth Advisory
- Charles Schwab Corporation
- Westlake, TX (20 miles from Grand Prairie, TX)
- 2 days ago
- Westlake, TX (20 miles from Grand Prairie, TX)
- 2 days ago
plans and portfolios for clients....
In PersonSr. Charitable Estate Planning Advisor
- American Heart Association
- Dallas, TX (11 miles from Grand Prairie, TX)
- 9 days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 9 days ago
Overview Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome todays biggest health challenges and accelerate this...
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Dallas/Houston Texas region
- Empower Annuity Insurance Company of America
- Dallas, TX (11 miles from Grand Prairie, TX)
- 9 days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 9 days ago
FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...
HybridPrivate Wealth Advisor (Private Client - Personal Strategy) - Dallas/Houston region
- Empower Annuity Insurance Company of America
- Dallas, TX (11 miles from Grand Prairie, TX)
- 10 days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 10 days ago
fingerprinting required Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills;...
Hybrid- True North Advisors
- Fort Worth, TX (19 miles from Grand Prairie, TX)
- 15 days ago
- Fort Worth, TX (19 miles from Grand Prairie, TX)
- 15 days ago
True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients....
Remote- Cadence Bank
- Dallas, TX (11 miles from Grand Prairie, TX)
- 17 days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 17 days ago
Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients....
In PersonSenior Wealth Strategy Associate
- UBS
- Dallas, TX (11 miles from Grand Prairie, TX)
- 30+ days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 30+ days ago
repeatedly in client and potential client meetings • assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset...
In Person- Summit Hotel Properties, Inc.
- Dallas, TX (11 miles from Grand Prairie, TX)
- 45+ days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 45+ days ago
Job Description Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team....
In Person- First Busey Corporation
- Dallas, TX (11 miles from Grand Prairie, TX)
- 60+ days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 60+ days ago
management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education...
In Person- Beacon Pointe Advisors LLC.
- Plano, TX (24 miles from Grand Prairie, TX)
- 60+ days ago
- Plano, TX (24 miles from Grand Prairie, TX)
- 60+ days ago
financial planning software, CRM and portfolio management systems....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Worth, TX (19 miles from Grand Prairie, TX)
- 60+ days ago
- Fort Worth, TX (19 miles from Grand Prairie, TX)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Advisor - PNC Investments
- PNC
- Dallas, TX (11 miles from Grand Prairie, TX)
- 60+ days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonNational Branch Financial Planning Advisor
- First Command Financial Services, Inc.
- Fort Worth, TX (19 miles from Grand Prairie, TX)
- 90+ days ago
- Fort Worth, TX (19 miles from Grand Prairie, TX)
- 90+ days ago
Active Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation preferred....
Hybrid- Weaver and Tidwell
- Dallas, TX (11 miles from Grand Prairie, TX)
- 90+ days ago
- Dallas, TX (11 miles from Grand Prairie, TX)
- 90+ days ago
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
In PersonDemographic Data for Grand Prairie, TX
Moving to Grand Prairie, TX? Find some basic demographic data about Grand Prairie, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Grand Prairie, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Grand Prairie, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- Wealth Management
- BSA
- Investment Banking
- OFAC
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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