ZipRecruiter

Log In

1

Financial Jobs in Allen, TX (NOW HIRING)

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

LPL Financial

Financial Advisor

Dallas, TX

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Republic Finance

Financial Analyst

Plano, TX · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Republic Finance is seeking an Financial Analyst for its Finance team, to focus primarily on capital markets-related activities. This is a meaningful role with significant and broad responsibilities ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Financial and estate planning * Investment management and private funds * Insurance and business solutions * Philanthropic and legacy planning Advisors at Proxy are supported by an experienced ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Financial and estate planning * Investment management and private funds * Insurance and business solutions * Philanthropic and legacy planning Advisors at Proxy are supported by an experienced ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Financial and estate planning * Investment management and private funds * Insurance and business solutions * Philanthropic and legacy planning Advisors at Proxy are supported by an experienced ...

AMG Financial Services

Be Seen First

Financial Services Representative

Dallas, TX · On-site

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This opportunity is NOT for everyone. If you're looking for a guaranteed hourly wage, salary, or a traditional ...

Fay Financial

Senior Financial Reporting Analyst

Farmers Branch, TX · On-site +1

$90K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing financial data and documentation in response to state regulatory examinations and filings, including ...

LPL Financial Holdings, Inc.

Financial Advisor

Dallas, TX · On-site

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

Fay Financial

Senior Financial Reporting Analyst

Farmers Branch, TX · On-site

$90K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing financial data and documentation in response to state regulatory examinations and filings, including ...

next page

Showing results 1-20

All JobsFinancial JobsFinancial Jobs in Allen, TX

Financial information

See Allen, TX salary details

$29.3K

$66.6K

$107K

How much do financial jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial in Allen, TX is $66,625.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $85,600.00 per year, depending on experience, location, and employer.

What is a financial professional?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What types of careers are in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies.

Which career is best in finance?

The best career in finance depends on individual interests and skills; common options include investment banking, financial analysis, asset management, and financial planning. These roles often require strong analytical skills, certifications like CFA or CFP, and proficiency with financial software. Career advancement typically involves gaining experience, specialized knowledge, and relevant licenses.

What are the most commonly searched types of Financial jobs in Allen, TX?

The most popular types of Financial jobs in Allen, TX are:

What are popular job titles related to Financial jobs in Allen, TX?

For Financial jobs in Allen, TX, the most frequently searched job titles are:

What job categories do people searching Financial jobs in Allen, TX look for?

The top searched job categories for Financial jobs in Allen, TX are:

What cities near Allen, TX are hiring for Financial jobs?

Cities near Allen, TX with the most Financial job openings:

Financial jobs near you
Infographic showing various Financial job openings in Allen, TX as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $66,625 per year, or $32 per hour.

Financial Representative

Spectrum Financial Group

Dallas, TX • Remote

$75K - $125K/yr

Full-time

Re-posted 6 days ago

Job description

Job Title: Financial Representative (Early Career / Entry-Level)

Location: Flexible / Hybrid / Remote Options Available

Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential

Overview

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

As a Financial Representative, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What Makes This Role Different

  • No large network required: You’ll receive up to 80 leads per day and marketing support to help you build your client base.
  • Own your Book of Business: From Day 1, you'll own your book of business!
  • Team Effort: A Managing Associate/Team Lead will help you close deals.
  • Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
  • Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
  • Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.

Key Responsibilities

  • Meet with prospective clients (provided leads + self-generated opportunities)
  • Conduct financial needs assessments and identify appropriate solutions
  • Educate clients on financial strategies (retirement, protection, savings, etc.)
  • Build and maintain long-term client relationships
  • Participate in training, coaching, and team development activities
  • Track daily activity and progress toward personal goals

Compensation Structure

  • Activity-Based Stipend: Earn consistent income based on key activities
  • Performance Bonuses: Additional earnings tied to production milestones
  • Commission Potential: Unlimited income based on client solutions implemented
  • Long-Term Residual Income: Build a sustainable income stream over time through renewals

Training & Support

  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions
  • Earn required licensing (Life, SIE, Series 7 and Series 66)

Who This Role is Perfect For

  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment

Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:

  • Managing Associate
  • Team Leader / Managing Director
  • Specialist Roles (retirement, wealth strategies, etc.)

Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.

Apply today to start building a career with purpose, flexibility, and unlimited growth potential!!!