Financial Advisor Manager
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in ...
Dallas, TX ยท On-site
We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
Dallas, TX ยท On-site
We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
Dallas, TX ยท On-site
We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
Dallas, TX ยท On-site
We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
Dallas, TX ยท On-site
We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
Dallas, TX ยท On-site
We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
Dallas, TX ยท On-site
We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering ... Participate in special projects, pilots, or initiatives designed to strengthen the client and crew ...
Dallas, TX ยท On-site
We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering ... Participate in special projects, pilots, or initiatives designed to strengthen the client and crew ...
Dallas, TX ยท On-site
We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering ... Participate in special projects, pilots, or initiatives designed to strengthen the client and crew ...
Dallas, TX ยท On-site
We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering ... Participate in special projects, pilots, or initiatives designed to strengthen the client and crew ...
We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering ... Participate in special projects, pilots, or initiatives designed to strengthen the client and crew ...
We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering ... Participate in special projects, pilots, or initiatives designed to strengthen the client and crew ...
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 400 No. Bell Cedar Park, TX 78613 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 400 No. Bell Cedar Park, TX 78613 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Austin, TX ยท On-site
$19 - $24.75/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 2516 W Parmer LaneAustin, TX 78727 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Austin, TX ยท On-site
$19 - $24.75/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 2516 W Parmer LaneAustin, TX 78727 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Austin, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Job Title: Crew Chief Location: 1111 West William Cannon Austin, TX 78745 Compensation: $15.76 ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Austin, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Job Title: Crew Chief Location: 1111 West William Cannon Austin, TX 78745 Compensation: $15.76 ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Arlington, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 1531 S Cooper StreetArlington, TX 76010 Compensation: $15.76 - $16.76 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Arlington, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 1531 S Cooper StreetArlington, TX 76010 Compensation: $15.76 - $16.76 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Cedar Park, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 400 No. Bell Cedar Park, TX 78613 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Cedar Park, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 400 No. Bell Cedar Park, TX 78613 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Austin, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 2826 Bee Caves Road Austin, TX 78746 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
Austin, TX ยท On-site
$15.76 - $16.76/hr
Medical
Dental
Vision
Retirement
PTO
Crew Chief Location: 2826 Bee Caves Road Austin, TX 78746 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...
| Aspect | Crew Financial | Bookkeeper |
|---|---|---|
| Credentials | Financial certifications, accounting knowledge | Basic bookkeeping or accounting certifications |
| Work Environment | Financial services, client consultations | Office or remote, small business settings |
| Industry Usage | Finance, consulting, project management | Small business, retail, non-profits |
While Crew Financial focuses on financial planning, consulting, and complex financial services, Bookkeepers primarily handle day-to-day transaction recording and basic accounting tasks. Crew Financial professionals often require advanced certifications and work in client-facing roles, whereas Bookkeepers typically perform routine bookkeeping duties within small businesses. Both roles are essential in financial management but differ in scope and complexity.
For Crew Financial jobs in Texas, the most frequently searched job titles are:
The top searched job categories for Crew Financial jobs in Texas are:
Cities in Texas with the most Crew Financial job openings:

Full-time
This job post hasย expired today.ย Applications are no longer accepted.
In this leadership role, you will:
Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.
Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights.
Ensure regulatory compliance and uphold Vanguardโs fiduciary standards in all client interactions and advisory practices.
This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.
Responsibilities
Qualifications
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a missionโwe're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
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Photography services
1,001 - 5,000 Employees
Whitmore Lake, MI, US
1986