Financial Representative jobs in Plano, TX

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Financial Services Support Representative
  • Aquas Financial, LLC
  • Frisco, TX FULL_TIME
  • A little bit about the role:

    We’re looking for a Front-End/UI developer that has been honing their craft and is ready to take the next step in their career. We create industry-leading trading software for retail and professional equity, option, and crypto traders. We cover the full spectrum of the trading lifecycle. We consume market data directly from major exchanges such as NYSE and NASDAQ. We facilitate order executions with some of the world’s largest broker-dealers and market makers. We also clear, settle, and book all trading activity.

    No trading industry experience? No worries, we’ll teach it to you. Bring your coding talents and play a vital role in the growth of our exceptional trading application. This role will provide access and exposure to the electronic trading industry not ordinarily available at other firms. Help build and maintain our platform with some of the best financial technology developers in the industry.

    A little bit about us:

    Aquas Financial is a FINRA-approved Broker-Dealer whose focus is bridging the gap between investors and the markets. We’re comprised of, and founded by, industry veterans. We have over 20 years of experience building trading software that has been used by some of the largest financial institutions in the world. Our reputation is the most stable, reliable trading system on the market.

    Today’s trading platforms for active traders grossly underperform and are incredibly outdated. There’s demand for new trading technology for the active trader, and we accepted the challenge. We have a newly redesigned platform and a growing dedicated team. Our industry knowledge and top-tier development team are the reason we’re able to displace today’s legacy systems.

    Responsibilities:

    • The primary focus will be testing and supporting the trading application
    • Participate in, and manage project/sprint planning
    • Collaborate with other development teams
    • Collaborate with our business teams
    • Derive creative and intuitive solutions to complex problems
    • Enjoy working with a great team

    Job Type: Full-time

    Pay: $50,000.00 - $70,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Compensation package:

    • Bonus opportunities

    Work setting:

    • In-person

    Education:

    • Associate (Required)

    Experience:

    • Customer service: 3 years (Preferred)
    • Trading: 3 years (Preferred)

    License/Certification:

    • Series 7 (Preferred)

    Ability to Relocate:

    • Frisco, TX 75034: Relocate before starting work (Required)

    Work Location: Hybrid remote in Frisco, TX 75034

  • 1 Month Ago

P
Sales Representative
  • PR Financial
  • Dallas, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be ...
  • 5 Days Ago

P
Sales Representative
  • PR Financial
  • Irving, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be ...
  • 5 Days Ago

P
Sales Representative
  • PR Financial
  • Dallas, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be ...
  • 5 Days Ago

P
Sales Representative
  • PR Financial
  • Irving, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be ...
  • 5 Days Ago

N
Financial Representative
  • Northwestern Mutual
  • Rockwall, TX FULL_TIME
  • GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. FINANCIAL PLANNING WITH NORTH...
  • 19 Days Ago

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0 Financial Representative jobs found in Plano, TX area

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Patient Financial Representative Senior
  • Christus Health
  • Irving, TX
  • Description Summary: The associate is responsible for the duties and services that are of a support nature to the Revenu...
  • 4/22/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Irving, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/22/2024 12:00:00 AM

T
Financial Representative
  • The Western and Southern Life Insurance Company
  • Roanoke, TX
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/21/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Frisco, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/21/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen Of America
  • Irving, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/21/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Celina, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/21/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Lewisville, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/21/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen Of America
  • Celina, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/20/2024 12:00:00 AM

Plano (/ˈpleɪnoʊ/ PLAY-noh) is a city in the U.S. state of Texas, located approximately twenty miles (32.2 km) north of downtown Dallas. The city of Plano is a part of the Dallas-Fort Worth metropolitan area. Plano lies mostly within Collin County, but includes a small portion that extends into Denton County. The city's population was estimated at 286,143 in 2017, making it the ninth most populous city in the state of Texas and the 69th most populous in the United States. The city is a hub for many corporate headquarters. Plano was also considered to be the safest city in the nation by Forbes...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Representative jobs
$48,368 to $69,122
Plano, Texas area prices
were up 2.2% from a year ago

Financial Representative in Des Moines, IA
Review, verify and/or identify customer transactions to detect/prevent financial crimes activity, policy violations and suspicious situations in order to mitigate losses.
February 16, 2023
Financial Representative
Performs other duties as the supervisor may, from time to time, deem necessary.
October 14, 2022
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
November 30, 2022
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
January 14, 2023
Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
February 13, 2023
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
March 22, 2023
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
April 16, 2023
Participates in staff development programs, in support of the Credit Union's commitment to continuous improvement in sales, service, quality and teamwork.
May 13, 2023
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
May 15, 2023