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Holistic Wealth Advisor | CFP Client Impact

Job in Arlington, Tarrant County, Texas, 76000, USA
Listing for: Nisivoccia & Co.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Holistic Wealth Advisor | CFP-ready Growth & Client Impact
A leading financial advisory firm is seeking a passionate financial advisor in Arlington, Texas, with 3-7 years of relevant experience. The ideal candidate will collaborate across departments to manage client relationships effectively, develop financial plans, and contribute to business development efforts. This full-time role requires office presence five days a week and supports candidates pursuing their CFP designation. Excellent communication skills and a commitment to fiduciary standards are essential.
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