independent financial advisor jobs

Near north west
174Jobs Found

174 jobs found for independent financial advisor jobs Near north west

F
F

Personal Banker

First National Bank

N. Richland Hills, TX
30+ days ago
N. Richland Hills, TX
30+ days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
* Follow the established policies in accordance with the bank and the supervisor's direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Approval limits will be based upon level of authority
* Perform other tasks requested by supervisors as they relate to the bank and its functions
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Operate a computer and other office machinery
* Ability to lift up to 25 lbs
FCBI is an equal opportunity employer.

Requirements

* Six months of work experience in a retail or customer service environment preferred
* Must be able to get along with co-workers and work effectively in a team environment.
* Must be able to work a flexible schedule including evenings, weekends, and holidays.
* Schedules are prepared based on business need and subject to change at any time.
* High school diploma, high school equivalency or currently attending high school
* At least 18 years of age
* Must successfully pass background investigation according to company policy
F
F

Personal Banker

First National Bank

Arlington, TX
30+ days ago
Arlington, TX
30+ days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
* Follow the established policies in accordance with the bank and the supervisor's direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Approval limits will be based upon level of authority
* Perform other tasks requested by supervisors as they relate to the bank and its functions
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Operate a computer and other office machinery
* Ability to lift up to 25 lbs
FCBI is an equal opportunity employer.

Requirements

* Six months of work experience in a retail or customer service environment preferred
* Must be able to get along with co-workers and work effectively in a team environment.
* Must be able to work a flexible schedule including evenings, weekends, and holidays.
* Schedules are prepared based on business need and subject to change at any time.
* High school diploma, high school equivalency or currently attending high school
* At least 18 years of age
* Must successfully pass background investigation according to company policy
F
F

Personal Banker

First National Bank

Arlington, TX
30+ days ago
Arlington, TX
30+ days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
* Follow the established policies in accordance with the bank and the supervisor's direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Approval limits will be based upon level of authority
* Perform other tasks requested by supervisors as they relate to the bank and its functions
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Operate a computer and other office machinery
* Ability to lift up to 25 lbs
FCBI is an equal opportunity employer.

Requirements

* Six months of work experience in a retail or customer service environment preferred
* Must be able to get along with co-workers and work effectively in a team environment.
* Must be able to work a flexible schedule including evenings, weekends, and holidays.
* Schedules are prepared based on business need and subject to change at any time.
* High school diploma, high school equivalency or currently attending high school
* At least 18 years of age
* Must successfully pass background investigation according to company policy
F
F

Personal Banker

First Convenience Bank

Fort Worth, TX
4 days ago
Fort Worth, TX
4 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
* Follow the established policies in accordance with the bank and the supervisor's direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Approval limits will be based upon level of authority
* Perform other tasks requested by supervisors as they relate to the bank and its functions
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Operate a computer and other office machinery
* Ability to lift up to 25 lbs
FCBI is an equal opportunity employer.

Requirements

* Six months of work experience in a retail or customer service environment preferred
* Must be able to get along with co-workers and work effectively in a team environment.
* Must be able to work a flexible schedule including evenings, weekends, and holidays.
* Schedules are prepared based on business need and subject to change at any time.
* High school diploma, high school equivalency or currently attending high school
* At least 18 years of age
* Must successfully pass background investigation according to company policy
U
U

Floating Personal Banker II

UMB Bank

Fort Worth, TX
24 days ago
Fort Worth, TX
24 days ago
_Be part of something more._
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
_Are you ready to be part of something more?_
You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect _more trust_ . We want you to do the right thing, no matter what. And, expect _more opportunity_ . UMBers are known for having multiple careers here and having their voices heard.
UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, we’ve invested in our people as a resource who can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values of honesty and integrity and contribute to UMB’s continued success.
Inside our branches, you’ll find Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company. The Personal Banker II role elevates what the Banker can do to assist our customers—which include (not limited to) opening accounts, accepting loan applications and processing wire transfers.
In addition to the regular responsibilities of a Personal Banker II, you will provide support to our branches in the Texas region (Dallas, Fort Worth and Denton) and will require traveling to those branches on a need basis. Mileage reimbursement is provided to our Floating Personal Bankers.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
_How you’ll spend your time:_
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
_We’re excited to talk with you if:_
+ HS diploma or equivalent
+ 2 years retail banking including deposit, loan, and account opening experience
+ Ability to received NMLS registration within 90 days of start date
This position is eligible for a $1000 sign-on bonus for qualified new hire.
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Floating Personal Banker II

UMB Bank

Fort Worth, TX
24 days ago
Fort Worth, TX
24 days ago
**_Be part of something more._**
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
**_Are you ready to be part of something more?_**
You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect _more trust_ . We want you to do the right thing, no matter what. And, expect _more opportunity_ . UMBers are known for having multiple careers here and having their voices heard.
UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, we’ve invested in our people as a resource who can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values of honesty and integrity and contribute to UMB’s continued success.
Inside our branches, you’ll find Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company. The Personal Banker II role elevates what the Banker can do to assist our customers—which include (not limited to) opening accounts, accepting loan applications and processing wire transfers.
In addition to the regular responsibilities of a Personal Banker II, you will provide support to our branches in the Texas region (Dallas, Fort Worth and Denton) and will require traveling to those branches on a need basis. Mileage reimbursement is provided to our Floating Personal Bankers.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
**_How you’ll spend your time:_**
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
**_We’re excited to talk with you if:_**
+ HS diploma or equivalent
+ 2 years retail banking including deposit, loan, and account opening experience
+ Ability to received NMLS registration within 90 days of start date
**This position is eligible for a $1000 sign-on bonus for qualified new hire.**
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
J
J

Part-Time (30 Hours) Associate Banker - South Tarrant County Market - Fort Worth, TX

JPMorgan Chase

Forest Hill, TX
5 days ago
Forest Hill, TX
5 days ago
At JPMorgan Chase, we have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture. Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
If you are enthusiastic about providing great customer experiences and digitally curious, join our branch family. In addition to providing education and advice tailored to suit our customers financial needs, you'll be able to take ownership of your own career development through a variety of cross-training opportunities and company support.
Job Description
As an Associate Banker at Chase, you will be at the forefront of delivering an exceptional customer experience by fostering long-lasting, meaningful relationships. You will help customers with everyday transactions, build rapport and introduce them to our One Chase family. You will also teach clients how to use self-service options - help them enroll in & use tools so they can bank how, when and where they want.
Responsibilities
You'll contribute significantly to the success of the branch and helping customers by:
+ Engaging the client by welcoming them warmly with a pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Chase
+ Assisting customers and making clients feel appreciated
+ Helping customers learn how to complete their banking needs whenever, wherever and however they want with self-service options, including the Chase mobile app, Chase.com, and ATMs with expert knowledge in our self-service and digital platform
+ Exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels
+ Proactively collaborating with others to help customers
+ Helping build relationships with customers by connecting them with team members who can help them address their financial needs
+ Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements
+ Supporting customer with traditional banking needs and complex service transactions putting the customer's needs at the center of everything
+ Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals
Desired Skills
+ Ability to make personal connections, engage customers, and always be courteous and professional in a team environment
+ Strong desire and ability to influence, educate and connect customers to technology
+ Exudes confidence with clients when sharing product knowledge and solutions
+ Excellent interpersonal communication skills, as well as strong attention to detail and time management
+ Professional, thorough and organized with strong follow-up skills
+ Active listening skills to ensure the best way forward is identified for each customer
+ Ability to learn products, services and procedures quickly and accurately; delivers solutions that make our One Chase products work together
+ Minimum 6 months of customer service experience, i.e. teller experience
+ High school diploma or GED equivalent required
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
C
C

Licensed Financial Advisor (TX, Fort Worth, EECU - Fort Worth, TX)

CUSO Financial Services, L.P

Fort Worth, TX
3 days ago
Fort Worth, TX
3 days ago

Join a Winning Team!

 

CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide investment services for members of Educational Employees Credit Union (EECU) in the Ft. Worth, Texas area.

 

When you join EECU Credit Union and CFS, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Freedom to recommend the right solutions to serve your clients’ financial needs
  • Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology

 

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are lead by visionary financial services leaders who see farther. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!

 

Established in 1934, EECU Credit Union has over $2.8 billion in assets and more than 225,000 members.

Their story began in the Fort Worth ISD administration building with the formation of a credit union for teachers and administrators. First known as the Fort Worth Teachers Credit Union. In 1976 the name was changed to the Educational Employees Credit Union, eventually becoming more simply known as EECU. To learn more, visit https://eecu.org

A
A

Financial Services Representative position open

Ameritas Independent Agencies

Fort Worth, TX
2 days ago
Fort Worth, TX
2 days ago

             

Find freedom within a team framework. Joining our agency, you’re part of a collaborative group, sharing ideas and
expertise. But you still build your own financial practice, managing your own client relationships. Structure your days
the way that works best for you.

Change the world, one client at a time. You’ll work with individuals, families, and businesses to create financial
strategies that help protect what is most precious, grow and guard wealth, and prepare for tomorrow. Choose any
market that suits your strengths, and focus your practice your way. Financial professionals have the ability to truly
impact the lives of their clients. This is work that can change outcomes for the better.

Tap into your natural talents with training. If you’re a naturally gifted communicator and strategic thinker—you
can build on those strengths. The first few years are challenging. But we offer the training and mentoring support you’ll
need. And if you’ve got the right stuff to be an entrepreneur, it’s a career worth investing in.

What sort of responsibilities should a person in this position expect?
• We seek people interested in constantly expanding their skill set and developing their potential.
• You will be required to show initiative in prioritizing tasks and carrying them through to completion.
• With our guidance, you will set and attain your own business sales objectives.
• You will collaborate with other successful agents in our firm to help build your business.
• You should be able to develop strong business relationships throughout the community.

What are we looking for in this person?
• Honesty and integrity
• A positive attitude
• Success-driven and results-focused
• Enjoys building long-term relationships
• A great communicator

What can you expect from us?
• Professional training
• Access to a wide range of quality products
• A benefits package
• Potential to earn significant income
• Access to tools to help you get the job done

                            

Independent Agencies are not an affiliate of Ameritas or its subsidiaries

R
R

Student Financial Services Advisor – Fort Worth

Remington College

Fort Worth, TX
14 days ago
Fort Worth, TX
14 days ago

Job Summary:

Provides advice and counsel to Student Financial Services Representatives who are assisting students and prospective students from the College’s video call center, in Lake Mary, Florida. Answers financial aid questions and provides assistance and advice to individuals exploring options for financing their education at Remington College.

Essential Duties and Responsibilities:

  • Adheres to all Company policies and procedures, and operates within state and federal statutes and regulations and within standards of accreditation at all times.
  • Assists Student Financial Services Representatives in providing prospective and current students with answers to their financial aid questions.
  • Conducts meetings via videoconference, providing information to students about financing and financial aid options that may be available to fund their education.
  • Ask questions of students to determine what types/amounts of financial aid, if any, they may be eligible to receive.
  • Responds to students’ requests for help with financial aid information and to their related questions.
  • Assists students with the preparation and completion of financial aid applications.
  • Follows up with students to help ensure the timely completion of applications and filings and any required documentation in support of those applications.
  • Reviews Estimated Award Letters with students.
  • Performs other duties or special projects as assigned.
  • Maintains professional and effective working relationships with all other Company personnel.
  • Conducts his or her professional and personal life in a fashion that fosters a positive impression of the Company.
  • Performs the job on-site (no telecommuting or off-site management).

Education:

  • A high school diploma or GED; some college preferred.

Experience:

  • A minimum of two (2) years of federal student financial aid experience, or an equivalent combination of education and experience.
  • Experience in customer service preferred.
  • Demonstrated proficiency in MS Office (Word, Excel, and PowerPoint).
  • Ability to use videoconferencing technology (training provided) and to project a professional image via video/webcam.
  • Demonstrated ability to communicate effectively in English in both verbal and written form.
  • Experience with CampusVue student software a plus, but not required.

https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=26371&clientkey=501E7B3990266765FBE9A0823A4148D2

Posted

30+ days ago

Description

Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
* Follow the established policies in accordance with the bank and the supervisor's direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Approval limits will be based upon level of authority
* Perform other tasks requested by supervisors as they relate to the bank and its functions

Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Operate a computer and other office machinery
* Ability to lift up to 25 lbs

FCBI is an equal opportunity employer.

Requirements

* Six months of work experience in a retail or customer service environment preferred
* Must be able to get along with co-workers and work effectively in a team environment.
* Must be able to work a flexible schedule including evenings, weekends, and holidays.
* Schedules are prepared based on business need and subject to change at any time.
* High school diploma, high school equivalency or currently attending high school
* At least 18 years of age
* Must successfully pass background investigation according to company policy

About the Company

F
F
F
F

First National Bank

Our History

First National Bank Texas (FNBT), First Convenience Bank (FCB), First Community Mortgage (FCM), and First Community Services (FCS) continue to thrive across the state of Texas. Founded as First National Bank of Killeen in 1901, FNBT has been serving Texans for more than 100 years.

FNBT has become an industry leader in in-store banking. In the last ten years, we’ve steadily expanded our locations to over 230 banking centers and 340 Gold Key Network* ATMs across the state of Texas. In 2009, we achieved a company milestone of $1 Billion in assets.

FNBT maintains a grassroots principle. We remain committed to providing a combination of modern convenience and old-fashioned service.

Why Choose Us?

Here in the FNBT family, we are fiercely proud of our past and excited about our bright future. Independently owned and operated with over 230 locations and 2600 employees state-wide, we offer growth and advancement in a fun and fast-paced environment.

We offer many advantages to our team members, some of the most notable benefits include:
•Opportunities for advancement
•Professional training
•Performance incentive pay
•Tuition assistance
•Health benefits
•Personal and vacation pay
•401(k)

We are pleased you have considered advancing your career with us!

Company Size

2,500 to 4,999 employees

Founded

2009