Top Financial Advisor Jobs

Develops and retains wealth-management client relationships, assesses financial situations, and provides investment and financial-planning advice. Meets clients regarding goals, cross-sells banking products, and supports long-term financial objectives across Tarrant County locations. Requires regular travel between sites, possible extended hours, and occasional lifting. Candidates need a bachelor’s degree or equivalent experience, 3–5 years of financial-advisor experience, securities and insurance licenses, and a satisfactory background and financial standing.

Advise students and families on financial aid options, process FAFSA applications, conduct verification, analyze eligibility documents, and evaluate satisfactory academic progress. Award grants and scholarships, monitor grant budgets, administer the Federal Work Study Program, maintain program eligibility requirements, and interpret federal and state regulations to ensure compliance.

Provides holistic financial advice to credit union members across investments, life insurance, trust services, estate planning, and retirement planning. Builds ongoing member relationships, recommends suitable products, meets productivity and service KPIs, uses financial services platforms, supports colleagues, trains member-facing staff, and maintains licensing, compliance, confidentiality, and continuing education requirements.

Manage client relationships, facilitate financial planning, analyze investments and insurance policies, conduct client reviews, place trades, and support senior advisors. Source and convert prospective clients through referrals and company leads while delivering planning-oriented service. The role also requires participation in training, compliance with corporate communication standards, and proficiency with advisor and client-facing technology.

Participates in Raymond James’s Advisory Mastery Program to become a Financial Advisor. Develops client pipelines through prospecting, networking, and community involvement; evaluates client financial needs and investments; recommends suitable financial products; builds a book of business; completes training and meets production standards. The role requires strong communication, sales, presentation, relationship-building, problem-solving, and resilience skills, along with obtaining required securities and insurance licenses.

Provides comprehensive financial planning and investment management support for clients, including discovering goals, analyzing investments and insurance, preparing annual reviews, placing trades, and managing client relationships. Sources and converts prospective clients through referrals and firm-provided leads, assists senior advisors, presents financial advice, documents meetings in the CRM, and maintains compliance while participating in training and community financial-planning activities.

Senior Financial Advisor responsible for managing and growing a client book of business, providing holistic financial planning and investment guidance, developing new relationships, and mentoring junior advisors. The role covers wealth management, retirement, estate, risk, and business planning while contributing to practice leadership, community engagement, and strategic growth. Candidates need extensive advisory experience, required financial licenses, strong communication skills, and proficiency with CRM and financial planning tools.

Provides personalized financial planning and investment guidance, recommends banking and brokerage solutions, manages client referrals, develops new relationships, and mitigates risk. The role requires obtaining industry licenses, completing training, and potentially registering under the SAFE Act for residential mortgage lending.

Develops, negotiates, and finalizes student financial aid plans in compliance with federal, state, accreditation, and company requirements. Counsels students on available financial aid, funding eligibility, and financial aid planning. Requires knowledge of Title IV regulations, student financial aid programs, and post-secondary institutional processes.

Provide strategic financial leadership to approximately 30 small and mid-sized law firms. Responsibilities include reviewing financial statements, developing forecasts, budgets, cash-flow strategies, and KPI dashboards; improving pricing, margins, and profitability; advising business owners on growth decisions; and building trusted long-term client relationships.

Volunteer financial advisor who mentors collegiate financial officers, reviews budgets and spending, monitors member balances, supports retention strategies, ensures financial compliance, and represents chapter financial interests on advisory and house corporation boards. The role requires five to eight hours weekly, lasts one year, and may be performed remotely by nonlocal candidates.

Volunteer financial advisor supporting a collegiate chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual budgets, reviewing financial reports and spending, monitoring member balances, promoting compliance with IRS and organizational requirements, supporting retention initiatives, resolving conflicts, and serving on advisory and house corporation boards. The role requires five to eight hours weekly, lasts one year, and may be remote for nonlocal candidates.

Volunteer financial advisor supporting a collegiate sorority chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual budgets, reviewing financial reports and transactions, monitoring member balances, supporting retention interventions, ensuring tax and savings compliance, resolving conflicts, and representing the chapter’s financial interests on advisory boards. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor mentoring collegiate financial officers, advising on annual and monthly chapter budgets, monitoring spending and member balances, supporting retention interventions, ensuring IRS filing and financial policy compliance, and serving on the chapter advisory board and affiliated house corporation. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor for a collegiate sorority chapter. Mentors financial officers, reviews budgets and financial reports, monitors member balances and prepaid card spending, supports retention interventions, ensures IRS filings and financial policies are followed, and represents chapter financial interests on advisory boards. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Experienced financial advisor responsible for transitioning and managing an established client book on an independent platform, delivering tailored wealth and insurance strategies, developing high-net-worth solutions, and expanding client relationships. The role requires licensed insurance and securities credentials, compliance with U4/U5 requirements, and established Phoenix-area relationships. Compensation is commission-based, uncapped, and production-tiered, with book portability, transition support, benefits, and opportunities for advanced professional designations.

Provides personalized financial strategies to families, business owners, and professionals across insurance, annuities, disability coverage, advisory accounts, and retirement planning. Builds and owns a client book through relationship development and consistent prospecting. Completes licensing and securities registrations, uses planning and analytics tools, participates in structured training, and may develop junior advisors through team override income.

Build and manage a client-owned financial advisory practice serving families, business owners, and professionals. Assess client objectives across protection, savings, tax strategy, retirement, debt, estate planning, and education funding. Recommend and implement insurance, annuities, advisory accounts, and retirement products while developing client relationships and meeting activity, persistency, suitability, and production goals. The role includes licensing support, structured training, ongoing development, and potential team leadership.

Support senior wealth advisors while building client relationships, developing financial plans, monitoring portfolios, preparing reports, responding to client inquiries, and coordinating integrated wealth, retirement, and insurance solutions. The role also involves business development, client onboarding, documentation, compliance, and maintaining knowledge of investments, tax considerations, and planning strategies.

Provides holistic financial advising to credit union members across investments, life insurance, trust services, estate planning, and retirement planning. Builds ongoing member relationships, recommends suitable financial products, meets productivity and service KPIs, collaborates with internal teams, supports newer employees, trains staff on advisory referrals, and maintains licensing, compliance, confidentiality, and continuing education requirements.

Provides holistic financial advice to credit union members on investments, life insurance, trust services, estate planning, and retirement planning. Develops ongoing member relationships, recommends suitable financial products, meets productivity and KPI targets, uses advisory platforms, collaborates with colleagues, trains member-facing employees, and maintains regulatory compliance, confidentiality, licensing, and continuing education requirements.

Provides holistic financial advice to credit union members across investments, life insurance, trust services, estate planning, and retirement planning. Builds ongoing member relationships, recommends suitable financial products, meets productivity and KPI targets, maintains required licenses and regulatory compliance, and supports training and collaboration with team members. Uses branch, telephone, and digital channels to deliver advisory services.

Advises affluent clients on investment management, fiduciary advice, financial planning, asset management, and business succession planning. Assesses financial situations, investment objectives, and risk tolerance; develops referral networks and originates new business. Partners with internal specialists to deliver comprehensive solutions, manages client relationships, and grows revenue through prospecting and relationship management.

Build and grow an independent financial advisory practice with support from The Pelora Group. Responsibilities include developing client relationships, understanding individual financial goals, expanding professional networks, pursuing ongoing development, and leveraging resources across investments, planning, operations, technology, compliance, tax strategy, marketing, and practice management.

Build and grow an independent financial advisory practice through client relationship management, business development, customized financial guidance, and community engagement. Advisors receive support in marketing, operations, training, strategy, succession planning, and practice growth. The role requires financial advising or wealth management experience, an active Life and Health license, established client relationships, strong communication skills, fiduciary commitment, and interest in obtaining securities licensing. Compensation is entirely commission-based.