Personal Financial Advisor Jobs in Lucas, TX
- GuideStone Financial Resources
- Dallas, TX (22 miles from Lucas, TX)
- 13 hours ago
- Dallas, TX (22 miles from Lucas, TX)
- 13 hours ago
Job Summary The primary role of the Wealth Advisor is to accomplish its goals including growing clients and Assets Under Management (AUM), delivering personalized financial advice and wealth management...
Hybrid- Vanguard
- Dallas, TX (22 miles from Lucas, TX)
- 2 days ago
- Dallas, TX (22 miles from Lucas, TX)
- 2 days ago
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr....
In Person- TIAA
- Frisco, TX (20 miles from Lucas, TX)
- 5 days ago
- Frisco, TX (20 miles from Lucas, TX)
- 5 days ago
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In Person- Retirement Planners of America
- Plano, TX (11 miles from Lucas, TX)
- 16 days ago
- Plano, TX (11 miles from Lucas, TX)
- 16 days ago
Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of...
In Person- Simmons First National Corporation
- Dallas, TX (22 miles from Lucas, TX)
- 17 days ago
- Dallas, TX (22 miles from Lucas, TX)
- 17 days ago
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Wealth Advisor I analyzes and interprets...
In PersonSr. Charitable Estate Planning Advisor
- American Heart Association
- Dallas, TX (22 miles from Lucas, TX)
- 30+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 30+ 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 Person- Cadence Bank
- Dallas, TX (22 miles from Lucas, TX)
- 30+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 30+ days ago
Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients....
In Person- Cresset Capital
- Dallas, TX (22 miles from Lucas, TX)
- 60+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 60+ days ago
management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management...
In Person- Weaver and Tidwell
- Dallas, TX (22 miles from Lucas, TX)
- 90+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 90+ days ago
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
In PersonDemographic Data for Lucas, TX
Moving to Lucas, TX? Find some basic demographic data about Lucas, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lucas, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lucas, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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