Personal Financial Advisor Jobs in Lucas, TX

1-11 of 11 Jobs

Dallas, TX (22 miles from Lucas, TX)
2 days ago

Dallas, TX (22 miles from Lucas, TX)
2 days ago

We are driven by a shared purpose: to provide world-class holistic wealth management with unwavering integrity and excellence....

Private Wealth Advisor

Addison, TX (17 miles from Lucas, TX)
13 days ago

Addison, TX (17 miles from Lucas, TX)
13 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....

Financial Advisor/Wealth Management

Carrollton, TX (21 miles from Lucas, TX)
15 days ago

Carrollton, TX (21 miles from Lucas, TX)
15 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...

Wealth Advisor III - Dallas / Fort Worth

Dallas, TX (22 miles from Lucas, TX)
28 days ago

Dallas, TX (22 miles from Lucas, TX)
28 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....

International Wealth Advisor - Houston / Dallas

Dallas, TX (22 miles from Lucas, TX)
30+ days ago

Dallas, TX (22 miles from Lucas, TX)
30+ 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...

Senior Wealth Advisor

Dallas, TX (22 miles from Lucas, TX)
60+ days ago

Dallas, TX (22 miles from Lucas, TX)
60+ days ago

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

Wealth Management Consultant (Required: FINRA Series 7)

Dallas, TX (22 miles from Lucas, TX)
20 days ago

Dallas, TX (22 miles from Lucas, TX)
20 days ago

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

MarshBerry Wealth Advisor VP (Plano, TX)

Plano, TX (11 miles from Lucas, TX)
23 days ago

Plano, TX (11 miles from Lucas, TX)
23 days ago

Key Focus Areas: This position primarily serves clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement Planning, Life Insurance, and Wealth Management...

Wealth Management Advisor

Dallas, TX (22 miles from Lucas, TX)
30+ days ago

Dallas, TX (22 miles from Lucas, TX)
30+ days ago

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

Senior Advisor, Wealth Management

Frisco, TX (20 miles from Lucas, TX)
30+ days ago

Frisco, TX (20 miles from Lucas, TX)
30+ days ago

You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...

Wealth Advisor

Dallas, TX (22 miles from Lucas, TX)
45+ days ago

Dallas, TX (22 miles from Lucas, TX)
45+ days ago

management offer....

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Demographic Data for Lucas, TX

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

Median Age

Average Household Income

Home Value vs Household Income in Lucas, TX

Local

National

Total Population

29,144,347

Number of Businesses

636,376

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...

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...

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...

Salary for Personal Financial Advisor Jobs in Lucas, 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 Lucas, 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 Lucas, 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%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills