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5 financial solutions advisor jobs found in Plano

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Plano Dallas, TX financial solutions advisor
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JP Morgan Chase
Full time
 
J.P. Morgan Wealth Management – Outbound Client Acquisition Associate
JP Morgan Chase Plano, TX
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.  As an Outbound Client Acquisition Associate within our Wealth Management Department, you'll at the front line of our growth strategy. The Outbound Client Acquisition Associate is dedicated to helping clients achieve their financial goals through trusted relationships and world-class service. Our culture of opportunity drives fresh ideas and fosters an environment where everyone can thrive.      Job Responsibilities: Proactively engage both warm leads and cold prospects via phone, email and digital channels. Deploy targeted campaigns and high-volume outreach (dials, contacts, inquiry-to-lead). Conduct goals-based discovery to uncover financial objectives and pain points. Convert prospects into new clients, driving net new assets, referrals and...

Jul 18, 2026
Capital One
Full time
 
Director, HR Business Partner- Financial Services
Capital One Plano, TX
Director, HR Business Partner- Financial Services Are you interested in joining a team of best-in-class HR leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? At Capital One, you have the opportunity to work in an environment in which the business truly values strategic HR partnership and results. If you have a passion for shaping the overall people strategy for a business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one’s contributions are recognized, successes are elevated, and effort is rewarded. We are looking for someone to:   Provide strategic HR business partnership to one or more business groups as a member of the senior leadership team (led by senior executives);   Serve as an integral, data-driven thought partner accelerating problem-solving and driving business outcomes through human capital strategies;...

Jun 16, 2026
Bank of America
Full time
 
Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX
Bank of America Plano, TX
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Jun 23, 2026
Bank of America
Full time
 
Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX
Bank of America Plano, TX
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Jun 23, 2026
Capital One
Full time
 
Senior Information Security Office (ISO) Consultant, Cyber Risk
Capital One Plano, TX
Senior Information Security Office (ISO) Consultant, Cyber Risk Capital One is one of the fastest growing organizations in the world today. The growth of the business is being accelerated by leveraging innovative and emerging technologies. We are serious about technology, we dream big, and we execute. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Cybersecurity professionals at Capital One are trusted expert advisers who shape decisions, challenge activities to ensure they meet our standards, and generally oversee technology, cybersecurity, and information security risk across the business and Capital One organization.  As a Principal Associate in Capital One’s Cyber Division supporting Financial Services (FS), you will work within the FS Information Security Office (FS ISO) Command Center providing support to FS business, stakeholders, and peers. The FS ISO Command Center is responsible for...

Apr 07, 2026
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