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Financial Advisor Financial Consultant

On-Site Financial Planner in Allen TX | Build Client Wealth

Job in Allen, Collin County, Texas, 75013, USA
Listing for: North Texas Wealth Management
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Allen, Texas, is seeking a Financial Planner to deliver high-quality financial planning and investment guidance. The role focuses on building meaningful, long-term relationships with clients, analyzing their financial data, and providing actionable plans. Qualifications include a Bachelor's degree, Series 7 and 66 licenses, and a minimum of 2 years of experience. Join a collaborative team and engage in meaningful work that empowers clients to make informed decisions.
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