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Financial Consultant Banking & Finance Financial Services

Investments Consultant — Client Wealth Solutions

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Happy State Bank
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial institution is seeking a Financial Consultant to establish valuable relationships with clients and offer tailored financial solutions. Responsibilities include prospecting clients, engaging in customer relationship management, and ensuring compliance through required training. Ideal candidates will have a four-year degree in finance, strong communication skills, and the ability to pass the NASD Series 7 and 66 exams. This role requires a proactive approach and abilities in critical thinking and relationship building.
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