Personal Financial Advisor Jobs in Lucas, TX
- Fifth Third Bank
- Dallas, TX (22 miles from Lucas, TX)
- 14 days ago
- Dallas, TX (22 miles from Lucas, TX)
- 14 days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In Person- SFMG Wealth Advisors
- Plano, TX (11 miles from Lucas, TX)
- 20 days ago
- Plano, TX (11 miles from Lucas, TX)
- 20 days ago
The position offers growth potential and the ability to work with a respected wealth management firm....
In Person- Aprio
- Dallas, TX (22 miles from Lucas, TX)
- 21 days ago
- Dallas, TX (22 miles from Lucas, TX)
- 21 days ago
Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
HybridFinancial Advisor - Private Client Group
- Truist
- Frisco, TX (20 miles from Lucas, TX)
- 21 days ago
- Frisco, TX (20 miles from Lucas, TX)
- 21 days ago
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....
In PersonWealth Advisor Frisco, TX, USA
- TIAA
- Frisco, TX (20 miles from Lucas, TX)
- 30+ days ago
- Frisco, TX (20 miles from Lucas, TX)
- 30+ 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 PersonSenior Wealth Advisor - Dallas, TX
- Beacon Pointe Advisors LLC.
- Dallas, TX (22 miles from Lucas, TX)
- 45+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 45+ days ago
Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In Person- GuideStone Financial Resources
- Dallas, TX (22 miles from Lucas, TX)
- 60+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 60+ days 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)
- 60+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 60+ 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- Simmons First National Corporation
- Dallas, TX (22 miles from Lucas, TX)
- 90+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 90+ 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 Person- Cresset Capital
- Dallas, TX (22 miles from Lucas, TX)
- 90+ days ago
- Dallas, TX (22 miles from Lucas, TX)
- 90+ 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 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
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Lending
- Portfolio Management
- Investment Management
- Financial Planning
- Risk Analysis
- Mortgage Processing
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Market Research
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- Reporting
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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