✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Rockwall Texas
3 positions found
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Financial Consultant
$10,000
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?
Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients.
Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional.
No prospecting required.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States.
You will:Work with our Canadian clients to build a trusting and professional relationshipProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:CFA (passed any level) and Series 65 (we will help you obtain upon starting)4+ years of experience with portfolio management and client relationship buildingBachelor's degreeA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients.
Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional.
No prospecting required.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States.
You will:Work with our Canadian clients to build a trusting and professional relationshipProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:CFA (passed any level) and Series 65 (we will help you obtain upon starting)4+ years of experience with portfolio management and client relationship buildingBachelor's degreeA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
J
Financial Advisor
🏢 Jobot
Salary not disclosed
Boutique Firm Financial Looking for Advisor to provide superior financial advice and foster lasting client relationships.
This Jobot Job is hosted by: Victoria Casal Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000
- $200,000 per year A bit about us: A fee-only Registered Investment Advisor (RIA) firm Why join us? Supportive, family-like team environment Competitive salary, benefits, and 25+ paid days off Flexible Fridays, casual dress code, and regular team events Job Details Responsibilities: Develop and implement personalized financial plans, including investment, retirement, tax, and estate strategies.
Build and maintain long-term client relationships through regular reviews and proactive communication.
Collaborate with internal tax and insurance teams to deliver holistic solutions.
Stay current on market trends and regulatory changes to provide informed advice.
Prepare and present client reports and recommendations.
Qualifications: Bachelor’s degree in Finance, Economics, or related field; advanced credentials (MBA, CFA, CPA, etc.) preferred.
Experience in financial planning or portfolio management, preferably with high-net-worth clients.
MUST HAVE Series 65 Strong interpersonal, analytical, and communication skills.
Commitment to fiduciary standards and client-first service.
MUST have a book of business Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
This Jobot Job is hosted by: Victoria Casal Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000
- $200,000 per year A bit about us: A fee-only Registered Investment Advisor (RIA) firm Why join us? Supportive, family-like team environment Competitive salary, benefits, and 25+ paid days off Flexible Fridays, casual dress code, and regular team events Job Details Responsibilities: Develop and implement personalized financial plans, including investment, retirement, tax, and estate strategies.
Build and maintain long-term client relationships through regular reviews and proactive communication.
Collaborate with internal tax and insurance teams to deliver holistic solutions.
Stay current on market trends and regulatory changes to provide informed advice.
Prepare and present client reports and recommendations.
Qualifications: Bachelor’s degree in Finance, Economics, or related field; advanced credentials (MBA, CFA, CPA, etc.) preferred.
Experience in financial planning or portfolio management, preferably with high-net-worth clients.
MUST HAVE Series 65 Strong interpersonal, analytical, and communication skills.
Commitment to fiduciary standards and client-first service.
MUST have a book of business Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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