9 financial advisor jobs found in Plano, TX

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Head of Risk Management will report directly to the Chief Risk Officer of USAA Life and will provide strategic leadership and independent oversight for risk management programs cross USAA Investment Services Company (ISCO) , a registered broker-dealer and investment adviser with the SEC and a member of FINRA. The executive in this position will ensure that business products, services, and processes are executed in accordance with regulatory requirements and internal policies, fostering a strong culture of...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are currently seeking a talented Attorney Principal at our Plano, Texas location. As a dedicated Attorney Principal working on our Securities Counsel team, as an individual contributor, you will independently and regularly deliver effective, specialized legal advice to senior executive leaders, including the Chief Legal Officer, on highly complex and unique matters of significance in a specific type of law, leveraging deep subject matter expertise and thought leadership. Identifies and manages legal risks in...

FirstChoice is growing! We are seeking a Regional Sales Director to join First Choice, a MarshBerry Company. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: FirstChoice is currently seeking a Regional Sales Director to join our growing team. The Regional Sales Director will focus on developing new business within Texas, Oklahoma, Louisiana & Arkansas. The ideal candidate will be remote based and live in Texas . The Regional Sales...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Job Description As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Plano,...

Description Role Overview This position plays a pivotal role in driving the development and deployment of the end-to-end Unified Insurance Platform (UIP) leveraging Guidewire PolicyCenter. It is a highly impactful and visible opportunity to inspire teams and shape the future of insurance technology within the organization. Technical Oversight and Engineering Solutions The role is responsible for providing technical direction and engineering solutions for the most complex and strategic system and application development initiatives. This involves implementing technological advancements that align with business objectives and long-term strategies, developing thorough and integrated system, technical, and product recommendations. Design Reviews and Architecture Standards The incumbent oversees design reviews and frameworks for multiple product teams and substantial portfolios. By collaborating closely with Solution Architects and Tech Enablement, this...

Description Liberty Mutual has an immediate opening for an experienced claims professional to join our Complex Energy Team as a Senior Technical Claims Specialist!   The Senior Technical Claims Specialist manages commercial third-party bodily injury and property damage claims for energy accounts across all 50 states, and includes litigated and high-dollar exposures!   Why this role is compelling Take ownership of technically complex, high-exposure Energy claims from first notice through resolution. You’ll be the trusted subject matter expert on matters that demand advanced coverage analysis, strategy, and litigation management. Influence outcomes on high‑profile matters (operators, contractors, utilities, midstream/downstream, power generation, pipelines, offshore/onshore exposures) and work cross-functionally with underwriting, reinsurance, in-house counsel, and outside defense teams. Use your deep technical knowledge — energy operations,...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Under broad supervision, responsible for underwriting risk for the underwriting lifecycle from submission through policy issuance, for both renewal and new business within limited authority. Partnering with Underwriters on all aspects of the Underwriting function including: providing the necessary information to allow for UW to make prudent underwriting decisions. JOB DESCRIPTION: Performs a combination of duties in accordance with departmental guidelines: 1. Performs underwriting analysis and documentation to determine acceptability of risk in accordance with company guidelines and standards for renewal and new business  within assigned Letter of Underwriting Authority. 2.  Handles...

Description Liberty Mutual has an immediate opening for a Senior Technical Claims Specialist to join our Energy Complex Team. The Senior Technical Claims Specialist determines coverage, investigates highly complex Commercial Casualty claims, determines liability, sets and adjusts reserves, evaluates the claim, negotiates a settlement, authorizes and resolves the claim. Additionally, the Senior Technical Claims Specialist demonstrates a high level of expertise and sound judgment in complex matters and may act as a subject matter expert.   You will be required to go into the office twice a month if you reside within 50 miles of one of the following offices: Boston, MA; Westborough, MA; Indianapolis, IN; Lake Oswego, OR; Las Vegas, NV; Plano, TX; Suwanee, GA; Chandler, AZ; Indianapolis, IN; Hoffman Estates, IL; or Weatogue, CT.   Please note this policy is subject to change.   The salary range posted reflects the range for the varying pay scale that...