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Strategic Wealth Advisor — Client Portfolios
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-01-01
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services organization is seeking a Wealth Advisor to partner with clients to develop tailored financial plans and objectives. The ideal candidate will have 3+ years in financial services and be dedicated to managing investments and client strategies. This role involves significant teamwork and a commitment to achieving growth through referrals. Comprehensive benefits, commitment to employee wellness, and equal opportunity practices are highlights of the organization’s culture.
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