Financial Advisor Jobs in Plano, TX (545)
Financial Advisor – Estate Planning
Compliance Officer
Investment Counselor (Financial Advisor Alternative)
Financial Advisor
Estate Financial Advisor
Associate Financial Advisor
Licensed Junior Financial Advisor
Wealth Management Advisor
Financial Planner
Financial Analyst
Portfolio Counselor
Financial Professional
Financial Planning Director
Office Administrative Assistant
Construction Project Manager - MEP Engineer
Client Service Associate
Alternative Investment Associate
Business Development Manager
Financial Planning Consultant
Estate Financial Advisor
Financial Advisor - Estate Planning
Staff Accountant - Investment Accounting
Financial Advisor
Merrill Experienced Financial Advisor
Consultant, Engagement Financial Advisor/ GPS
Merrill Financial Solutions Advisor: Dallas Market
Merrill Financial Solutions Advisor: Greater Dallas Market
Merrill Financial Solutions Advisor - Fort Worth & Associates Market
Financial Advisor III - Supply Chain
Financial Counselor
Sr. Charitable Estate Planning Advisor
Relationship Manager - EGP
Senior Financial Analyst
Financial Advisor Salary in Plano
Financial Advisors working in Plano, TX make an average annual salary of $67K and a maximum annual salary of around $150K.
Job Description
Working as a Financial Advisor in Plano, TX
There are 545 Financial Advisor opportunities available in Plano, 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.
Similar Jobs to Financial Advisor
Financial Advisor jobs near Plano, TX
Financial Advisors in Plano, TX Resume Data
Average Experience for Financial Advisors in Plano, TX
- More than 10 years: 56%
- 6-10 years: 27%
- 3-5 years: 14%
- 1-2 years: 3%
- Less than 1 year: 0%
Educational Background for Financial Advisors in Plano, TX
- Bachelors: 50%
- Masters: 22%
- Diploma: 20%
- Associates: 7%
- Doctorate: 1%
Top Skill for Financial Advisors in Plano, TX
- Customer focus & orientation: 19%
- Sales skills: 19%
- Attention to detail: 14%
- Management & leadership skills: Impact & influence: 8%
- Spreadsheets with Microsoft Excel: 8%
- Work style: Reliability: 7%
- Management & leadership skills: Planning & execution: 7%
- Verbal communication: 6%
- Administrative assistant/receptionist: 6%
- Scheduling: 6%
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