ZipRecruiter

Log In

1

Professional Financial Jobs in Addison, TX (NOW HIRING)

New York Life Insurance

Be Seen First

Financial Services Professional - Hybrid

Dallas, TX · On-site

$60K - $150K/yr

Financial Professional - Accelerated Management Path New York Life - North Dallas General Office (Must currently reside in DFW) About the Role Are you a driven, entrepreneurial-minded professional ...

previous pagenext page

Showing results 21-40

All JobsProfessional Financial JobsProfessional Financial Jobs in Addison, TX

Professional Financial information

See Addison, TX salary details

$37.3K

$92.5K

$141.3K

How much do professional financial jobs pay per year?

As of Aug 19, 2026, the average yearly pay for professional financial in Addison, TX is $92,454.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,400.00 and $107,500.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

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

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

What cities near Addison, TX are hiring for Professional Financial jobs?

Cities near Addison, TX with the most Professional Financial job openings:

Professional Financial jobs near you

Financial Services Professional - Hybrid

New York Life Insurance

Dallas, TX • On-site

$60K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Financial Professional – Accelerated Management Path New York Life – North Dallas General Office (Must currently reside in DFW)

About the Role

Are you a driven, entrepreneurial-minded professional looking for more than just a job? New York Life is actively seeking ambitious candidates for our Accelerated Leadership Program—a fast-track career path into management and potential partnership. This program is designed to develop high-potential individuals through mentorship, structured training, and real-world business experience.

Unlike traditional roles, this opportunity offers a clear path into leadership with no ceiling on income or growth potential.

What You’ll Do

  • Leadership Development: Participate in a structured program designed to move you into management within 24–36 months.
  • Client Strategy: Build and grow a client base using New York Life’s suite of financial solutions for individuals and business owners.
  • Mentorship: Receive direct coaching from senior leadership while beginning to recruit and mentor your own future team.
  • Autonomy: Operate with the freedom of an entrepreneur while backed by the resources of a Fortune 100 company.

What We Offer

  • Fast-Track to Management: Transition into Associate Partner and Partner roles based on performance.
  • Training: Comprehensive mentorship from top-producing industry experts.
  • Full Support: Marketing, back-office, and compliance support are provided.
  • Fortune 100 Strength: Strong brand backing from a company with over 175 years of stability.

Compensation & Benefits

  • Income Potential: Average first-year earnings of approximately $120,000+. Top performers significantly exceed this average.
  • Structure: Competitive pay including commissions, bonuses, and management overrides.
  • Retirement Security: Access to a 401(k) and a Defined-Benefit Pension Plan (rare in today's market).
  • Full Benefits: Comprehensive medical, dental, and vision coverage.
  • Rewards: Local and national recognition, luxury incentive trips, and conferences.

Qualifications

  • Experience: Minimum 2 years of professional experience (sales, finance, entrepreneurship, or leadership preferred).
  • Education: Bachelor’s degree preferred (equivalent experience considered).
  • Mindset: Entrepreneurial spirit with a long-term vision and a track record of goal-setting.
  • Licensing: Ability to obtain required state insurance licensing (training and support provided).
  • Location: Must currently reside in the Dallas-Fort Worth area.

About New York Life

New York Life is a Fortune 100 company and one of the most respected names in financial services. Our North Dallas General Office is one of the fastest-growing in the country, offering an entrepreneurial environment backed by a trusted institution.

Ready to Take Control of Your Career? Apply now to speak with our leadership team.

Company Description

Why New York Life? From industry-leading training programs to a premier compensation package, New York Life provides world-class support for our financial professionals and future leaders. Our North Dallas General Office in Frisco is one of the fastest-growing in the country, offering a high-energy, entrepreneurial environment backed by 175+ years of stability.

Our extensive local and national resources include:
- NYLIC University: A comprehensive training program providing career-long support, including tuition reimbursement for advanced professional designations.

- Specialized Support Teams: Access to the Advanced Planning Group and Eagle Strategies for high-level case design.

- The Nautilus Group: An exclusive resource for qualifying agents to serve high-net-worth clients and complex business needs.

- Product Consultants: Highly trained experts on-site to assist with client acquisition and customized financial solutions.

We are committed to your professional development and long-term success. You can view our full benefits package at: nylbenefits.com/agents