Financial Advisor

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Financial Advisor Plano, TX, USA Financial Advisor Plano, TX, USA Posted Wednesday, June 3, 2026 GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. ESSENTIAL FUNCTIONS Pro-actively develops a client base to which appropriate wealth management products can be sold. Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances. Advises the customer regarding the advantages, risks, and disadvantages of different financial products Markets, services, or promotes financial products. Develops internal referral resources to identify existing customers Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships. Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business. Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales. Ensures products sold are suitable for client's risk tolerance and other appropriate factors.

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