Personal Financial Advisor Jobs in Duncanville, TX

1-13 of 13 Jobs

Director, Wealth Advisor

  • Dallas, TX (11 miles from Duncanville, TX)
  • 1 day ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 1 day ago

management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management...

Private Wealth Advisor

  • Addison, TX (21 miles from Duncanville, TX)
  • 1 day ago
  • Addison, TX (21 miles from Duncanville, TX)
  • 1 day ago

Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each client's individual needs....

Financial Advisor/Wealth Management

  • Carrollton, TX (20 miles from Duncanville, TX)
  • 3 days ago
  • Carrollton, TX (20 miles from Duncanville, TX)
  • 3 days ago

Empower Clients. Build Your Future. Make an Impact. Start a career where you can help clients achieve and maintain financial security by offering strategic recommendations tailored to their...

Private Wealth Advisor

  • Dallas, TX (11 miles from Duncanville, TX)
  • 90+ days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 90+ days ago

Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each client's individual needs....

Wealth Management Consultant (Required: FINRA Series 7)

  • Dallas, TX (11 miles from Duncanville, TX)
  • 8 days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 8 days ago

Provide leads to Wealth Management Consulting, Growth Officers & Financial Planning Teams when appropriate....

Wealth Advisor III - Dallas / Fort Worth

  • Dallas, TX (11 miles from Duncanville, TX)
  • 16 days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 16 days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Wealth Management Advisor

  • Dallas, TX (11 miles from Duncanville, TX)
  • 18 days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 18 days ago

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!...

Wealth Advisors Operations Specialist I - Trust

  • Fort Worth, TX (23 miles from Duncanville, TX)
  • 19 days ago
  • Fort Worth, TX (23 miles from Duncanville, TX)
  • 19 days ago

Its about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you bring them joy just by being you? Are...

International Wealth Advisor - Houston / Dallas

  • Dallas, TX (11 miles from Duncanville, TX)
  • 21 days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 21 days ago

Serve as a personal financial planning/advisory resource for clients, their attorney's and CPA's Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily...

Wealth Advisor

  • Dallas, TX (11 miles from Duncanville, TX)
  • 30+ days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 30+ days ago

management offer....

Senior Wealth Advisor

  • Dallas, TX (11 miles from Duncanville, TX)
  • 45+ days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 45+ days ago

Depth of knowledge in a key financial planning area (e.g., tax, estate planning, stock options). Proficiency in financial planning software....

Senior Wealth Advisor

  • Dallas, TX (11 miles from Duncanville, TX)
  • 60+ days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 60+ days ago

In-depth knowledge of financial planning, investment strategies, and industry regulations....

Wealth Advisor - Wealth Advisory - Minneapolis, Dallas, Denver, Spokane, or Irvine.

  • Dallas, TX (11 miles from Duncanville, TX)
  • 60+ days ago
  • Dallas, TX (11 miles from Duncanville, TX)
  • 60+ days ago

They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning....

Demographic Data for Duncanville, TX

Moving to Duncanville, TX? Find some basic demographic data about Duncanville, TX below.


Local
National
40,679
773
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Salary for Personal Financial Advisor Jobs in Duncanville, TX

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Duncanville, TX offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.7%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Duncanville, TX
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills