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Senior Virtual Retirement Advisor – Team- Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-09-22
Listing for:
Retirement Capital
Full Time
position Listed on 2026-09-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in the United States is seeking an experienced Lead Advisor to conduct retirement-focused planning conversations and lead client meetings. This role emphasizes consultative sales and requires an active Life & Health insurance license alongside 1-5 years of advisory experience. The unique digital-first, team-based environment supports advisors through back-office assistance, enabling effective client interactions and holistic retirement planning.
Competitive compensation and a focus on personal connection set this role apart.
Step into the Senior Virtual Retirement Advisor – Team-Based Planning role at Retirement Capital in United States and grow with us. Join us at Retirement Capital as our next Senior Virtual Retirement Advisor – Team-Based Planning in United States. We are currently recruiting a Senior Virtual Retirement Advisor – Team-Based Planning for our team in United States.
Position Requirements
10+ Years
work experience
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