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Professional Financial Jobs in Addison, TX (NOW HIRING)

New York Life

Financial Professional / Advisor

Prosper, TX · On-site

$60K - $150K/yr

At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and ...

New York Life

Financial Professional / Advisor

Frisco, TX · On-site

$60K - $150K/yr

At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and ...

New York Life

Financial Professional / Advisor

Frisco, TX · On-site

$60K - $150K/yr

At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and ...

New York Life

Financial Professional / Advisor

Allen, TX · On-site

$60K - $150K/yr

At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and ...

Thomas Edwards Group

CFO

Dallas, TX

Manage the annual audit and maintain professional relationships with auditors, banks, attorneys ... Provide financial analysis and decision support for special projects and strategic initiatives.

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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 Professional - Dallas (Bilingual Vietnamese)

New York Life

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life

Re-posted 17 days ago

Job description

Financial Professional

The Financial Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you'll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.

Desired Skills and Experience

  • 4-year College Degree
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Entrepreneurial mindset
  • Strong desire to help others
  • Bilingual - Vietnamese a plus

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

Training, Development & Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

  • In conjunction with in office trainings, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
  • You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents
  • We have Fast Track to Management opportunities for qualified professionals once established in the career.

As a mutual company, devotion to its policy owners has led New York Life for over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #69 on Fortune 100 in 2018
  • Most MDRT2 members in any United States Mutual company 2018
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7/30/18

New York Life Insurance Company EOE M/F/D/V/SO

SMRU 1799493 7/1/19

1Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.

2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2018

SMRU 1799493 7/1/19

NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

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