Direct Sales Representative, App Advisor Team - Dallas, United States - Vicasso

Client Relations Associate II

3 weeks ago

This position is based out of our Dallas, TX office and is eligible for a hybrid schedule after training period. · JOB OVERVIEW · The role of the Client Relations Associate II (CRA II) is vital in ensuring seamless operations and exceptional service to financial advisors. This po ...

Lemnis Capital

22 hours ago

Lemnis Capital's - Wealth Management Leadership Program · We value your ambition. Lemnis Capital is currently seeking someone to join our team as a Wealth Management Advisor position to fast track their career. · As a Lemnis Capital Financial Professional, you will: · •Go through ...

Entry Level

4 days ago

We value your ambition. Lemnis Capital in alliance with Equitable Advisors is currently seeking someone to join our team as an Entry Level Wealth Management Advisor position to fast track their career. · As a Lemnis Capital Financial Professional, you will: · • Go through our Lea ...

Wealth Management Sales Associate

1 week ago

Job description · Join our dynamic and innovative wealth management firm that is dedicated to helping clients achieve their financial goals and secure their financial future. We are seeking a talented and ambitious Wealth Management Sales Associate to join our team with the oppor ...

Financial Professional

6 days ago

Equitable Advisors · At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional. · ...

Wealth Management Advisor

4 days ago

Wealth Management Advisor · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve ...

SVP of Investments

2 weeks ago

What You'll Do · Essential job responsibilities include but are not limited to: · Serves as investment head for Private Wealth and Retirement; Supports Retirement Plan Advisors and clients; Collaborates with Syntrinsic research team on areas of common interestDrives strategic ...

Entry Level

4 days ago

At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success within the program where you can join our 2-year man ...

Compliance Consultant I

3 weeks ago

Position Summary · Avantax is seeking a Compliance Consultant I (Compliance Services Team) who will be responsible for performing a key role in the oversight of Financial Advisors and employees, with a primary focus on overseeing and monitoring activities for compliance with the ...

Senior Wealth Advisor

3 weeks ago

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched · Weaver Capital Advisors, LLC . The firm is expanding into this new advisory service area to help high net worth a ...

Client Advisor

3 weeks ago

JOB DESCRIPTION · Client Advisor | A|X North Park | Part-Time · As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combi ...

Entry Level Wealth Management

3 days ago

At Lemnis Capital, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #LCElite program is an established management track designed to help accelerate your success within the program where you can join our 2-year mana ...

Senior Financial Advisor- CFP

3 weeks ago

We believe that everyone should be given a chance to succeed – and that starts with you. As a Senior CFP Financial Advisor, you'll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it's the ...

Entry Level Wealth Management Leadership Fast Track

4 days ago

Lemnis Capital - Management Development Program At Lemnis Capital, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #LCElite program is an established management track designed to help accelerate your success withi ...

Associate Regional Sales Director

4 days ago

Our employees are our most valuable asset. · Job Description · *Based in CA or CO* · ABOUT THE TEAM: · Virtus employs a comprehensive, dedicated multi-market and multi-channel distribution approach to access the broadest base of potential clients in the U.S. and select markets in ...

Life Insurance Planning Consultant

1 week ago

Job Summary · Hilltop Securities Insurance Agency (HTSI), a wholly owned subsidiary of Hilltop Securities Holdings Inc., provides annuities, life insurance, long-term care, and disability income insurance products for distribution through Hilltop Securities' Private Client Grou ...

Industry Advisor

2 weeks ago

Industry Advisor – All Industry Verticals · • Execute digital consulting strategies for IoT & Digital Engineering operations in the named industry. · • Nurture and maintain a "best in class" positioning of the advisory unit by developing contemporary assets and frameworks and dep ...

Sr Wealth Advisor

2 weeks ago

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. Th ...

Vice President Mergers and Acquisitions

3 weeks ago

Company: Our client is a high growth dynamic services company where mergers and acquisitions is at the forefront of the exciting changes occurring in their industry. · Overview. This position reports directly to the Chief Financial Officer. The Vice President will play a critical ...

Automotive Service Advisor

3 weeks ago

Job DescriptionFRIENDLY CHEVROLETNOW HIRING EXPERIENCED AUTOMOTIVE SERVICE ADVISORSDo you want to work at one of the busiest automotive dealerships in the region where your employer treats you like a member of the family? We have an immediate opening for · Experienced Automotive ...