- NASAA Series 65 Preferred (Series 7 & 66 in lieu of) registration required with 5+ years' experience.
- Established and portable practice with a minimum of $10MM in AUM.
- Experience managing client portfolios and driving growth.
- Proven relationship building and business development skills.
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Master Technician
2 weeks ago
Toyota of Plano Plano, United StatesMaster Service Technician - Toyota of Plano Do you thrive in a fast-paced environment? Do problem-solving and customer service get your engine revving? Let your mechanical knowledge, technical expertise and outstanding attitude take your career to new heights as a master service ...
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Customer Service Representative
1 week ago
WB Liquors & Wine Plano, United States Part timeThere is tons to learn about liquor, beer & wine and have some fun along the way · Immediate Hire · Are you enthusiastic and motivated? Do you possess a customer-first ethic and attitude? Do you enjoy working in a fun and family-friendly atmosphere? We are currently seeking a res ...
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Healthcare Recruiter
3 weeks ago
staffdna® Plano, United Statesstaffdna is a recruit-tech (recruitment technology) company that allows you to unleash the power to discover, book, and seamlessly manage the highest paying healthcare jobs for travel, local, and per diem assignments. · Our #1 downloaded, industry changing, app connects nursing a ...
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Senior Account Manager
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Collinson Plano, United StatesJoin Our Team: Senior Account Manager - Loyalty · Location: Plano, Texas · Are you ready to join a global leader in loyalty and engagement? · Collinson Group, a pioneer in driving loyalty and engagement for the world's largest companies, is seeking a Senior Account Manager to joi ...
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National Manager, SDLC Practice
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Toyota North America Plano, United States Full timeOverview · Who we are · At Toyota, we are reimagining mobility through innovative, high-quality technology solutions designed to enhance lives and meet our company mission of "Producing Happiness for All." If you are interested in reimagining mobility with us in an inclusive ...
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Service Technician
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Service Advisor
2 weeks ago
Toyota of Plano Plano, United StatesJob Description · Job DescriptionService Advisor – Toyota of Plano · We need a Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can mak ...
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Health Insurance Sales Agent
2 weeks ago
North American Insurance Services Collin County, United StatesJob Description · Job DescriptionAre you ready to kickstart your insurance agent career? Look no further We have an incredible opportunity for you as a health insurance agent (1099 commission) with North American Insurance Services (NAIS). · Overview: · Introducing the new PIVOT ...
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Commercial Relationship Manager III
2 days ago
UMB Bank Plano, United StatesThe Commercial Banking team actively calls on businesses that typically have annual revenue between $50MM and $500MM. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size. ...
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Audit Senior Manager
1 week ago
Baker Tilly US, LLP Plano, United StatesOverview · Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers – ...
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Accounting & Consulting Intern
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BTerrell Group, LLP Plano, United StatesJob Description · Job DescriptionAccounting & Consulting Intern · Are you regularly described as being a perfectionist? Are you a self-starter and prefer work to socializing? Are you the one everyone turns to when a software application quits working? Do you enjoy figuring out ne ...
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Automotive Service Advisor
2 weeks ago
Vehicular Activities Plano, United StatesJob Description · Job DescriptionWe are looking to add another Service Advisor to our award-winning team, are you the right candidate? · Are you a great communicator who is willing to travel the extra distance to deliver an exceptional experience to your guests? · Our Service Adv ...
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Automotive Hiring Event Join Our Team
2 weeks ago
Brakes Plus Plano, United StatesJob Description · Job DescriptionCompany Description · If you are an automotive professional who is looking for a terrific work environment with an emphasis on teamwork and willingness to be successful, we want to meet you. · We have grown consistently since 1990 with stores acro ...
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Commercial Relationship Manager III
4 days ago
UMB Financial Corporation Plano, United StatesThe Commercial Banking team actively calls on businesses that typically have annual revenue between $50MM and $500MM. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size. ...
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Corporate Systems Engineer
1 day ago
Palo Alto Networks Plano, United StatesCompany Description · Our Mission · At Palo Alto Networks everything starts and ends with our mission: · Being the cybersecurity partner of choice, protecting our digital way of life. · Our vision is a world where each day is safer and more secure than the one before. We are a ...
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ITIL Enterprise Process Consultant
1 week ago
NTT DATA Plano, United StatesReq ID:283529 · NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. · We are currently seeking a ITIL Enterprise Process C ...
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ITIL Enterprise Process Consultant
5 days ago
NTT DATA Plano, United StatesReq ID:283529 · NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. · We are currently seeking a ITIL Enterprise Process C ...
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Lube Technician
2 weeks ago
Toyota of Plano Plano, United StatesJob Description · Job DescriptionLube Technician (Entry Level) – Toyota of Plano · Why wait to make a career out of doing what you love? Some of our best master technicians started as quick lube techs. So if working on cars gets your gears moving, contact us today. As a quick lub ...
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Product Owner
1 day ago
Cognizant North America Plano, United StatesProduct Owner/Senior Consultant, Cognizant Consulting · Manufacturing, Logistics, Energy and Utilities (MLEU) · Location - Plano , TX · ABOUT US · Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology ...
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Healthcare Recruiter
3 weeks ago
StaffDNA Plano, United Statesstaffdna is a recruit-tech (recruitment technology) company that allows you to unleash the power to discover, book, and seamlessly manage the highest paying healthcare jobs for travel, local, and per diem assignments. · Our #1 downloaded, industry changing, app connects nursing ...
Independent Financial Advisor Wanted - Plano, United States - Vann Equity Management
Description
Job Description
Job DescriptionVann Equity Management measures success by quality over quantity, which means we are very selective about advisors who join our team. If you are an advisor who shares our commitment to the highest standard, and who is interested in working with like-minded professionals, we look forward to visiting with you.
In just over 5 years, VEM has grown from being a boutique portfolio management firm, to one of the largest, comprehensive wealth management firms in Texas. This notable transformation is due to some of Texas's top advisors and planners discovering the unique advantages of joining VEM.
Required Skills:
If you run a clean, compliant driven practice and have a passion for what you do as a planner, we would love the opportunity to visit with you.
Ryan McDonald
Ryan McDonald
Financial Planner
Or Cyndi McKinney, CCO
Company DescriptionVann Equity Management, LLC is an investment money management firm based in Plano, Texas. Our firm offers traditional portfolio management solutions to institutional investors, independent financial advisors, high net-worth family offices and individual investors. Our services include overall asset allocation to our proprietary investment models based on our clients' investment mandates, suitability analyses, and investment goals. We specialize in quantitative investing using a data-driven methodology that combines cutting-edge analytical technology with mathematical principles to identify what is working during any given investment cycle. Our proprietary proven process allows us to take advantage of statistically significant factors and dynamically weight our strategies to compete in the fast pace changing investment environment. Our clients choose to work with us because they seek a proven, disciplined, and repeatable process that offers diversification, customization to their investment portfolio, and a team of investment professionals dedicated to helping them achieve their financial goals.
