4 risk advisor jobs found in Richardson

The Role As Manager, Advisory Services, you’ll be responsible for the day-to-day leadership, oversight, and performance management of a team of Investment Advisor Representatives.   This role ensures that all advisory activities are conducted in compliance with applicable federal and state regulations, company policies, and industry best practices, while driving professional development, ethical conduct, and client-focused outcomes. The Responsibilities Lead And Develop Your Team Supervise, coach, and support a team of Investment Advisor Representatives (IARs).  Establish clear performance expectations and conduct regular one-on-one meetings, performance reviews, and development planning. Foster a culture of integrity, accountability, collaboration, and client-centric service. Promote professional development and cross-disciplinary collaboration. Assist with recruiting, onboarding, training, and retention of advisory professionals.   Drive Service...

The Role The Investment Advisor Representative (IAR) is responsible for delivering investment advisory services to individual clients, supported by a technology-enabled, hybrid robo-human advisory model. The role focuses on providing ongoing investment advisory support, asset allocation recommendations and mapping, portfolio construction and monitoring, and discretionary investment advice, as appropriate. Client asset allocations and portfolio recommendations are generated by an underlying advisory model designed to align with each client’s stated objectives, risk tolerance, and personal circumstances. Advisors are responsible for reviewing model ‑ generated outputs, applying professional judgment, addressing client ‑ specific considerations, and communicating recommendations clearly and effectively. Client interactions are supported by digital tools, structured workflows, and platform ‑ generated insights, enabling advisors to efficiently support multiple client engagements....

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Role Overview   This role leads a team of Associate Relations Advisors and Investigators, ensuring the consistent, high-quality delivery of associate relations support across the enterprise. The role translates Associate...

The Role The Licensed Insurance Broker is responsible for advising and selling individual insurance (annuity) products directly to consumers within a technology-enabled, hybrid robo-human advisory model. This role focuses on assessing client needs using platform-provided information and structured workflows to recommend fixed insurance and annuity solutions.  Client recommendations are supported by digital tools, standardized processes, and platform-generated insights. Brokers are expected to efficiently interpret client information, apply professional judgement, and deliver consistent, compliant insurance recommendations across multiple client engagements. The role is consumer-facing and advisory in nature, with a strong emphasis on regulatory compliance, product knowledge, and disciplined insurance distribution. The Broker operates in a highly regulated environment and is expected to maintain required licensing and always operate in compliance with regulatory requirements....